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From Disclosure to Action: Conflict of Interest Management Toolkit

Bring hidden conflict of interest risk into the open with practical policies, training and guidance to improve employee disclosure and manage COI risk year-round.

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Empower disclosures and surface risk

Help employees recognize potential conflicts and know when to raise their hand – even when the answer isn’t black and white.

Act early

Get potential conflicts in front of compliance sooner, with a clearer process to review, resolve and manage them.

See the bigger picture

Use disclosure data to spot patterns, uncover emerging risks and identify opportunities to strengthen your program.

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Conflict of interest management starts with visibility

Your program depends on employees knowing what to disclose, but potential conflicts aren’t always obvious – especially when personal relationships, outside activities or financial interests overlap with work. 

If employees don’t recognize the potential conflict, compliance may never see the risk. 

The Conflict of Interest Management Toolkit helps you close that gap with practical tools to help clarify expectations, encourage disclosure, consistently review potential conflicts and get a clearer view of COI risk across your organization.

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COI resources you can put to work

Don’t start from scratch. These practical tools will help you with some of the hardest parts of conflict of interest management: 

  • Conflict of Interest Playbook – Build the pieces of a COI program that work beyond annual disclosure season. 
  • Conflict of Interest Policy Template – Give employees clearer answers about what counts as a potential conflict and when they need to disclose. 
  • Transparent Disclosures Microlearning – Take the fear and uncertainty out of speaking up about a potential conflict. 
  • Conflict of Interest Use Case – See how technology can make disclosure management easier and help compliance review, resolve and track conflicts at scale.
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Explore more resources for COI management

  • Webinar On-Demand

    5 Conflict of Interest Myths Debunked

    How well do you really know conflicts of interest? Put five common myths to the test and learn what stronger conflict of interest programs do differently.

    View on demand

  • Product

    COI Disclosure Management Software

    Manage COI and related disclosures with configurable workflows, real-time updates and reporting with NAVEX One Disclosure Management software.

    Learn more

  • eBook

    5 Conflict of Interest Myths Debunked eBook

    Think you know where conflict of interest risk comes from? The data may surprise you. Download this eBook to see what nearly 200,000 employee disclosures reveal about who reports conflicts, which risks appear most often and how leading organizations can build smarter disclosure programs.

    Get the eBook

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