True Office Learning Blog

Preparing for an IPO? Here’s four compliance must-haves to set you up for success

Congratulations! You’re pre-IPO. You’ve spent countless days, nights, and weekends at your private company gearing up for the big day. It’s such an exciting time – and the level of preparedness needed is instrumental to your company’s success. After all, IPO is just the beginning of a long road of delivering growth and shareholder value. And to boot – you’re now responsible for ensuring compliance at your company.

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August Regulatory Roundup

Summer is winding down – and with it most state legislative sessions here in the United States. So, let’s take this opportunity to look to our northward neighbors in Canada. 

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July Course Update: New Courses

True Office Learning makes regular updates to course material, and introduces new courses to our library based on the latest compliance landscape. See below for what's been updated or newly introduced in our course library. 

You can request the full course catalog from a member of our team by filling out the form here

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True North 2021 Takeaway Series: Part Two

If you missed it last week, we are breaking down some of our favorite True North takeaways over the course of the next 4 weeks. For week 2, we look at our session with Matt Kelly, CEO, Radical Compliance, The Compliance Futurist Movement, and what it means to be a Compliance Futurist. Here's the takeaway. 

 

Week 2

Compliance Futurists – Keep your Eye on the Distant Horizon (Matt Kelly)


Matt Kelly encourages us to watch what’s happening out in the world and pay attention to the larger things – like when the administration puts out a policy statement or there’s a large court case – because they may ultimately impact your company.

Being a futurist means asking yourself about the capabilities your organization will need to achieve this new compliance requirement. Stick with steps one and two before jumping ten rungs up the ladder – start simple.

His example – enhanced ESG disclosures: You’re going to need trusted ways to extract ESG data from various departments both internally and with third parties. Stop right there. That’s the capability. You need to be able to see the inevitable and then reverse engineer from there. All the other questions around the technologies needed, budget, and structure will fall in line from there.

 

watch the full session here

 

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True North 2021 Takeaway Series

We are still feeling energetic from our first True North conference a month ago, In fact, we’re so excited about our endless pages of notes, quotes, and ah-ha moments, we thought we’d create a meme-worthy Cliff’s Notes version of our favorites! In the spirit of short and to the point, we’ll be dripping these over the next five weeks. And of course, we’re planning longer format deep-dives into some of the topics you said you wanted more of! Stay tuned!

 

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Less Is More: 3 Ways to Streamline Course Content

The old saying "less is more" can be applied to a lot of things—from perfume and cologne to spices and seasonings to architecture (depending on your aesthetic).

But what about compliance training?

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“Less is More” Compliance Training Per the DOJ Guidance?

In my daily work, I have the great pleasure of talking about compliance training strategy. In those conversations, one of the most frequent questions I get is “how can we issue less training and still be aligned with DOJ Guidance?”

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