Advisory Services

Mergers and Acquisitions

Align policies, procedures, and programs for acquired or merged companies
Rebrand for cultural resonance
Develop program elements to close pre-acquisition due diligence gaps.

Executive and Board Reporting

Enhance reporting with contextualized data
Drive transparency by reporting on meaningful data points
Present strategic insights based on refreshed and normalized data

Policy Coordination

Position your Code of Conduct as a firm foundation for enterprise-wide policies.
Align and cascade corporate policies that are realistic, easily understood, and enforceable.

Cultural Alignment

Reset tone with reasonable standards, communication campaigns, and supporting education.
Prepare to take consistent responses to behavior that compromises culture.

Program Assessments

Review your program's strengths and opportunities for improvement.
Consider expectations for an E&C program under the Federal Sentencing Guidelines and best practices.

Program Development & Implementation

Transform ethics and compliance program elements for consistency.
Appropriately document your program and its key policies and protocols to meet business needs and regulator expectations.

Program Operations

Ramp up operations to meet peaks or unusual upticks in reporting, such as those created during company-wide surveys, training events, internal campaigns, or external drivers.

Subject Matter Expertise

Evaluate existing programs to ensure appropriate implementation of key elements, and to address program completeness and efficacy.

Conversions and Migrations

Leverage the perspective of a Certified Records Manager to understand the future value and potential risks associate with legacy data.
Gather and understand relevant data and documents, convert to new case management system or migrate from one system to another.
Create standard reports in new systems.

Training & Education

Corporate training

Develop and deliver customized training on a range of ethics and compliance related topics.
Support internal teams through subject matter expertise.

Individual mentorship

Support development of client's internal team members.

Learning assessments

Assess formal and informal curriculum against organizational learning goals

Content creation

Create content or tailor existing training content to align with client policies, processes, priorities, and branding.