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Use case
Holiday Gift Giving & Conflicts of Interest

About this Use case

Collecting conflicts of interest (COI) related to gifts and entertainment can be an overwhelming task during the holidays. While most organizations often complete an annual campaign to collect potential conflicts of interest, these campaigns most often occur towards the beginning of the year or at the start of the fiscal year. Further, annual campaigns typically address all types of conflicts of interest – but what may be needed is to limit the focus to a specific area dependent on the time of year.

  1. For anyone responsible for:
    Disclosure management, conflict of interest management, distributing COI policies
  2. What you'll learn:
    • How to adapt your COI program to identify potential conflicts of interest outside of annual campaigns
    • Why multiple reporting channels are necessary to account for more common COIs, like gifts during the holiday season
  3. Page length:
    2 pages
  4. Read the Use case