Notes to Reviewers:

i 1 of 4 Notes to Reviewers: Some individual slides in this storyboard represent one page that will be developed in the e-learning. There are also multiple slide combinations that represent online interactivities Slides that represent interactivities are marked with a yellow star icon. The numbers indicate the total number of slides used to represent the interactivity and where the particular slide falls in the progression for that interactivity.Where possible, instructions to reviewers and developers are placed in comments or callouts on the slide itself. Detailed instructions may also be on the PowerPoint notes page. Placeholders are used for custom graphics that have not been developed yet. Some placeholders have a photograph and others may have a box.

Guidelines to Storyboard Color Coding Text that is associated with a person AND that is NOT being recorded will appear in yellow-filled call out, such as this one. Text that is associated with a person and is being recorded will appear in a light blue-filled call out, such as this one. Eric Hansen: Brief instructions to reviewers will appear in yellow-filled comment boxes, such as this one. Eric Hansen: Brief instructions to developers will appear in gray-filled comment boxes, such as this one. Lengthy instructions will be in the notes page.

i 1 of 9 Topic 1 of 8 What Went Wrong? Hello. I am your coach for this lesson. I am here to help you explore what is needed to develop your relationship with The ABC Client based on the The ABC Client Code of Professional Conduct. First, watch the following scenario. It covers the topics of mutual respect and learning from one another. As you watch, make mental notes of actions that inhibit mutual respect and fail to promote opportunities to learn from one another. When the scenario is finished, you will be asked to identify what went wrong. Click Next Page in the lower right corner to continue.

i 2 of 9 Topic 1 of 8 What Went Wrong? Here’s the background information for this scenario. David, a senior consultant, is giving feedback to Andrea, a junior consultant, on a report that Andrea prepared for Westford Associates, a long-time client. David agreed to the client’s request to deliver the report by Wednesday, even though the request was made on Friday. Click Start to launch the scenario. No Audio

i 3 of 9 Topic 1 of 8 What Went Wrong? What were you thinking? This work is completely off target. I am not going to be able to take this to the client. They are an established, conservative company. They are not going to go for these new ideas that you have included.

i 4 of 9 Topic 1 of 8 What Went Wrong? You asked for a report that included my best recommendations and then did not give me enough time to do the work. And I am not sure what you mean by new ideas. Everything I included was based on current regulations. Even you should be able to see that.

i 5 of 9 Topic 1 of 8 What Went Wrong? Look – do not tell me what is new in this field. I have about 20 years on you. I can tell you what I have learned: I cannot rely on you. I am just going to have to do this report myself.

i 6 of 9 Topic 1 of 8 What Went Wrong? Can you identify the mistakes? How were David and Andrea disrespectful? What opportunities to learn from one another were missed? Click Next Page in the lower right corner to finish the scenario.

i 7 of 9 Topic 1 of 8 What Went Wrong? List two or more actions that indicate a lack of mutual respect and present barriers to learning from one another. Enter your responses in the space provided, and then click Submit.

i 8 of 9 Topic 1 of 8 What Went Wrong? List two or more actions that indicate a lack of mutual respect and present barriers to learning from one another. • As is the case in most situations where there is disrespectful behavior, both David and Andrea have contributed to the problem. • Some of David’s errors included: • Agreeing to an unreasonable deadline • Not giving Andrea clear directions • Providing feedback that is just critical rather than constructive. • Andrea’s errors included: • Failing to clarify the instructions • Failing to ask for instructive feedback • Using sarcasm. • You may have noticed others as well. • Click Next Page in the lower right corner to continue. No Audio

i 9 of 9 Topic 1 of 8 What Went Wrong? List two or more actions that indicate a lack of mutual respect and present barriers to learning from one another. • Of course, the scenario you just saw was an exaggeration, but there are some key points to remember: • Project deadlines and other client requests should be reasonable. Be sure to discuss client requests with your team members before agreeing. • Provide clear instructions and make sure they are understood. Ask if others have questions, and if they do, answer them patiently. • When receiving instructions, respond with your understanding of your role and next steps. This will help identify any misconceptions. • When giving feedback or peer review, provide suggestions that are clear improvements. Do not suggest changes just to make the work more like what you would do. • Never use sarcasm. • Click NextTopic above to continue.

Topic 2 of 8 Your Relationship with The ABC Client Quick Reference Card • In this lesson, we will cover topics in our Code of Professional Conduct that will guide your actions as you build sound, healthy relationships with your colleagues and with the company as whole. • Click the document icon to open a downloadable, printable Quick Reference Card that provides basic information from the Code about: • Mutual respect • Learning from one another • Conflict of interest for personal gain • Outside employment • Use of The ABC Client credentials • When you have finished, click NextTopic above to continue. Quick Reference Card

i 1 of 4 Topic 3 of 8 Case 1: Two-Way Learning Case 3: Develop Others Case 2: Taking Time For clear examples of what it means to show mutual respect and learn from one another, click the cases above. When you have finished, click NextTopic above to continue.

i 2 of 4 Topic 3 of 8 Case 1: Two-Way Learning Case 2: Taking Time Case 3: Develop Others Two-Way Learning Of course, senior consultants should always be ready to share insights they have gained, but they also should be ready to learn from colleagues and other less experienced employees. For example, several years ago, a senior consultant prepared an actuarial valuation for a pension plan for union and non-union employees of a major client. Because the company had contributed about 150 percent of the member contributions, the plan had a substantial surplus, so the senior consultant recommended that the plan sponsor reduce contributions to simply match member contributions for the next three years. Just a few days before presenting the report, the senior consultant asked another consultant to review it. The reviewer, aware of a growing concern on the part of regulatory authorities and unions regarding “contribution holidays,” suggested that the report should simply indicate that, from a financial and actuarial perspective, the plan had sufficient assets to allow the sponsor to reduce its contributions for the next three years. The senior consultant listened, changed the wording in the report, and had it reprinted. Several years later, unions at the client company sued the plan sponsor and The ABC Client for the amount of the contributions that had not been paid. In the course of the litigation, it became clear that because of the wording in the report The ABC Client did not have any liability. Ultimately the suit failed on appeal. Had the wording not been changed, the outcome could have been very different.

i 3 of 4 Topic 3 of 8 Case 2: Taking Time Case 1: Two-Way Learning Case 3: Develop Others Taking Time Without a doubt, learning from one another can take time. But the long-term benefits always outweigh short-term costs. For example, it is sometimes quicker and easier for managers and senior consultants to do the work themselves rather than delegating it to less experienced colleagues and then guiding the colleagues and managing the work process. By doing that, however, they not only fail to develop their less experienced colleagues, they also fail to develop themselves. Sharing their insight and learning to manage other people will take more time, but the payoff is better people, better work and a better company. Teams also need to take the time to share information with others in the company. And sometimes that means taking an extra step. For example, a consulting team working with a major client developed a strategy for global communication in a crisis situation. The company now has a highly effective crisis communication plan that has been put to the test twice – during a severe earthquake and during a pipeline fire. In both cases, the plan minimized uncertainty and facilitated immediate information dissemination to critical stakeholders. The ABC Client consulting team prepared a case study for the company intranet, so the essential elements of the plan could be used by other ABC Client teams. Another step the team could take would be to make an internal presentation so they could answer questions and provide face-to-face information.

i 4 of 4 Topic 3 of 8 Case 3: Develop Others Case 1: Two-Way Learning Case 2: Taking Time Develop Others One of the your best resources for learning is your colleagues, and you do not need to have a formal "mentoring" program to take advantage of opportunities to learn from one another. For example, The ABC Client's mandatory peer review process is an excellent medium to promote learning from one another - as well as, of course, an opportunity to enhance our service to clients and our reputation in the market place. Remember, peer review should always be provided by someone who is capable of producing the work that is being reviewed. Less experienced colleagues should not be offered peer review opportunities in order to learn, although good peer review by a more experienced consultant will help a less experienced consultant learn and develop. The learning process can be completely informal, as well. Colleagues could meet for lunch or after work. A less experienced employee should engage in ongoing discussions with a more experienced colleague who can help him or her develop the skills, knowledge and wisdom that only come with time in the field. Experienced The ABC Client employees should go out of their way to pass along the benefit of their experience. If experienced ABC Client employees do not establish a mutually respectful relationship, newer employees may believe the ABC Client is not interested in developing their skills. They may feel that their career opportunities are limited, and may end up leaving to go to an ABC Client competitor.

i 4 of 4 Topic 4 of 8 Case Study: Mutual Respect Mutual Respect Most adults recognize and avoid intentionally rude and disrespectful behavior. We know how to disagree with another person’s ideas and still behave in ways that respect the individual. However, sometimes people make assumptions or behave in ways that can be unintentionally disrespectful. Consider this example: A group of employees often gets together to socialize at a nearby restaurant or pub after work. One employee does not participate in activities involving alcohol. She simply declines to attend the gatherings, and makes no other comment. However, some team members perceive her to be unfriendly and distant. She becomes isolated and is sometimes excluded from team activities. Eventually, she moves to another company, and the team loses a valuable resource. Should the employees have stopped socializing after work? Not necessarily, but they should have taken extra steps during work to reach out to the individual and to plan events that everyone could attend. Many of us feel comfortable only with those who are like us and will avoid others whose behavior, beliefs, style, or other characteristics are unfamiliar. However, we gain as individuals and as an organization when we break out of our “comfort zone” and get to know our colleagues. Click NextTopic above to continue.

i 1 of 3 Topic 5 of 8 What Would You Do? The first part of this lesson provided insight into actions to take and actions to avoid in order to show mutual respect and take advantage of opportunities to learn from one another. However, there is no checklist of steps you can follow. Showing mutual respect, passing along your experience and knowledge in a supportive way, and being willing to learn from others are attitudes that you should develop. Next, we are going to explore the issue of a conflict of interest that leads to personal gain. Consider the following example: You work in the The ABC Client Human Capital Advisory Services (HCAS) business. Your client, Company Alpha, is planning to acquire Company Zed, and your contact at Company Alpha has asked you to advise on corporate management structure at Company Zed if the acquisition goes through. Company Zed is a publicly traded company. You know the news of the proposed acquisition will most likely raise the stock price of Company Zed. Since you are not an really an insider, you can buy stock in Company Zed. Right? Click Next Page in the lower right corner to continue.

i 2 of 3 Topic 5 of 8 What Would You Do? Is there anything that prohibits you from buying stock in Company Zed? Explain why or why not. Enter your responses in the space provided, and then click Submit.

i 3 of 3 Topic 5 of 8 What Would You Do? Is there anything that prohibits you from buying stock in Company Zed? Explain why or why not. Actually, there are several factors that prohibit you from purchasing stock in Company Zed. Generally, it is illegal to buy or sell stock in any public company when you have material information that has not been released to the public. It is also always unethical. Confidential client information must be used only for work The ABC Client is doing for the client. Finally, it violates the The ABC Client Code of Professional Conduct and the MMC Code of Business Conduct & Ethics. Click NextTopic above to continue.

i 1 of 3 Topic 6 of 8 Case 1: Friends and Relatives Case 2: Gifts from Suppliers For clear examples of conflicts of interest that lead to personal gain, click the cases above. When you have finished, click NextTopic above to continue.

i 2 of 3 Topic 6 of 8 Case 1: Friends and Relatives Case 2: Gifts from Suppliers • Friends and Relatives • Consider this case. You are a The ABC Client consultant, and your client has just asked you to recommend an executive search firm. You and your spouse have a friend who is an excellent executive recruiter, and your spouse wants you to recommend the friend’s firm. • That should be okay, right? After all, you are not personally gaining from this recommendation, and it is personal gain that is prohibited by the Code of Professional Conduct. • Actually, the concept of “personal” extends to gain that goes to friends and members of your family. In this case, you probably will have to avoid recommending the friend, simply because it gives the appearance of a conflict of interest. • However, if you are sincerely convinced that a firm owned by a friend or family member should be among the companies The ABC Client recommends for a contract, you can make the recommendation, provided you comply with all of the following steps: • Receive approval from The ABC Client Professionalism • Disclose the relationship to the client company • Provide names of other qualified firms • Allow the client to choose.

i 3 of 3 Topic 6 of 8 Case 2: Gifts from Suppliers Case 1: Friends and Relatives Gifts from Suppliers Many suppliers of services that we may recommend to our clients often have a standard practice of providing gifts and entertainment. However, according to the The ABC Client Policy on Gifts and Entertainment to and from Clients, Prospects and Suppliers, “The ABC Client colleagues must not accept any benefit from or give any gift to a client, supplier, or prospective client or supplier (including an insurance carrier) that could create the appearance of impropriety or create a conflict of interest between the colleague's own personal interests and the duty to act in the best interest of The ABC Client and its clients.” All The ABC Client employees are expected to know and follow this policy regarding receiving or giving gifts. A link to the current version of the policy is included under “Resources” at the top of the screen. Take the time to review the document because the end-of-module assessment includes questions on the policy. In one case, an insurance company invited all its major brokers to an end-of-year dinner, and the guidelines permitted The ABC Client employees to attend. During the event, the insurance company gave everyone raffle tickets for a variety of prizes. A The ABC Client consultant won an week-long family trip to an expensive resort. Do the guidelines permit this? After all, the consultant only received the raffle ticket. Receiving the prize was just a matter of luck. No, the consultant could not accept the trip. It was excessive in value, and it would have been very hard for that consultant not to feel obligated to the insurance company offering the reward.

i 1 of 17 Topic 7 of 8 Do The Right Thing Do the Right Thing Welcome to Do the Right Thing, an exercise in which you assess your ability to build sound relationships with The ABC Client colleagues and the company as a whole. The Goal: To apply the guidelines in the The ABC Client Code of Professional Conduct What to Do: Read the description of each situation, then choose the action strategy that best supports building a sound relationship with The ABC Client. If you select the correct response, the arrow moves towards Excellent. If you select an incorrect response, the arrow moves towards Unacceptable. You will also receive feedback on the individual responses you select. Click Start to continue.

Scene 1 i 2 of 17 Situation Set Up: You are a senior consultant who has just received an e-mail from a less experienced colleague with a question about a project you are both working on. You have already stayed late, and you have a family obligation that evening. The project deadline is the end of the next day. Which of the following actions is most appropriate. Click the selection that best supports building a mutually respectful relationship. Response A: Point Value: It is okay to ignore the e-mail. You will have all day tomorrow to answer the question, and it is inconsiderate of the less experienced colleague to ask a favor at the end of the day. 0 Feedback that appears at the end if the user selects A Because the request came at the end of day and you will have the next day to solve the problem, you said it is okay to ignore the e-mail completely. However, that does not build mutual respect. You should call the junior consultant to determine the nature of the issue and to see if it can be solved quickly. If not, make an appointment for the next day. However, you should not have to stay to solve the problem immediately. You are not expected to ignore your family life.

Scene 1 i 3 of 17 Situation Set Up: You are a senior consultant who has just received an e-mail from a less experienced colleague with a question about a project you are both working on. You have already stayed late, and you have a family obligation that evening. The project deadline is the end of the next day. Which of the following actions is most appropriate. Click the selection that best supports building a mutually respectful relationship. Response B: Point Value: Call the junior colleague to find out the details of the problem and to see if you can provide an answer quickly. If you cannot, set an appointment to work together the next day. 1 Feedback that appears at the end if the user selects B You selected the correct action, which is to call the junior colleague to find out the details of the problem and to see if you can provide an answer quickly. If you cannot, set an appointment to work together the next day. It would be disrespectful to ignore the e-mail, and you are not expected to ignore your family life in order to solve the problem immediately.

Scene 1 i 4 of 17 Situation Set Up: You are a senior consultant who has just received an e-mail from a less experienced colleague with a question about a project you are both working on. You have already stayed late, and you have a family obligation that evening. The project deadline is the end of the next day. Which of the following actions is most appropriate. Click the selection that best supports building a mutually respectful relationship. Response C: Point Value: Immediately call the junior colleague to answer the question. You must meet project deadlines, even if it means sacrificing time with your family. 0 Feedback that appears at the end if the user selects C You are not expected to ignore your family life in order to solve the problem immediately. The correct action is to call the junior colleague to find out the details of the problem and to see if you can provide an answer quickly. If you cannot, set an appointment to work together the next day. It would be disrespectful to simply ignore the e-mail.

Scene 2 i 5 of 17 Situation Set Up: You recently attended a lunchtime presentation on changes in regulations. The next day, a colleague asked a question concerning recent changes in regulations. What is the most appropriate action? Click the selection that best supports learning from one another. Response A: Refer the colleague to the consultant or team that made the presentation. 1 Point Value: Feedback that appears at the end if the user selects A You selected the correct action, which is to refer the colleague to the consultant or team that made the presentation because they have the most expertise. Sharing your own perspective is fine, but you should defer to those with more expertise. Just informing the colleague that he should have attended the seminar himself is disrespectful and does not allow the colleague the opportunity to learn.

Scene 2 i 6 of 17 Situation Set Up: You recently attended a lunchtime presentation on changes in regulations. The next day, a colleague asked a question concerning recent changes in regulations. What is the most appropriate action. Click the selection that best supports learning from one another. Response B: Point Value: To save time, provide answers from your memory. 0 Feedback that appears at the end if the user selects B. You chose to save time by providing answers from memory. Sharing your own perspective is fine, but the correct action is to refer the colleague to the consultant or team that made the presentation because they have the most expertise. Just informing the colleague that he should have attended the seminar himself is disrespectful and does not allow the colleague the opportunity to learn.

Scene 2 i 7 of 17 You recently attended a lunchtime presentation on changes in regulations. The next day, a colleague asked a question concerning recent changes in regulations. What is the most appropriate action. Click the selection that best supports learning from one another. Response C: Point Value: Inform your colleague that he should have taken time to attend the meeting himself. 0 Feedback that appears at the end if the user selects C. You chose just to tell your colleague that he should have taken the time to attend the meeting himself. This is disrespectful and does not allow your colleague the opportunity to learn. The correct action is to refer the colleague to the consultant or team that made the presentation because they have the most expertise. Sharing your own perspective is fine, but you should defer to those with more expertise.

Scene 3 i 8 of 17 Situation Set Up: As a The ABC Client employee, which of the following entertainment options are you permitted to accept? Click the answer that does not violate the The ABC Client policy regarding gifts and entertainment. Response A: Point Value: A supplier representative has season tickets to a community orchestra. She is unable to attend the next concert and offers them to you. She assures you that she regularly offers the tickets to consultants from other firms. 0 Feedback that appears at the end if the user selects A You chose to accept the tickets to the community orchestra. This is not the right choice. Even though the value of the tickets may not be excessive and the offer appears to be a regular business practice, accepting tickets must involve the opportunity to discuss business, and no one from the supplier will be at the event. You also cannot accept the invitation to a weekend business seminar and golf outing, even though this is a common business practice and has a business purpose. The value is extravagant, the invitation involves accepting accommodation, and there is at least the appearance that the gift is an inducement to do business with the asset management firm. You can accept a ticket to join the vice president for sales at an insurance company’s corporate box at a local sporting event. The value of the ticket is not excessive and you will have the opportunity to discuss business.

Scene 3 i 9 of 17 Situation Set Up: As a The ABC Client employee, which of the following entertainment options are you permitted to accept? Click the answer that does not violate the The ABC Client policy regarding gifts and entertainment. Response B: Point Value: 0 An asset management firm offers you an invitation to a combined business seminar and golf outing over a weekend at a luxury resort. Invitations have also been extended to several The ABC Client competitors. Feedback that appears at the end if the user selects B. You selected the combined business seminar and golf outing. Even though this appears to be a common business practice and has a business purpose, you are not permitted to accept the invitation. The value is extravagant, the invitation involves accepting accommodation, and there is at least the appearance that the gift is an inducement to do business with the asset management firm. Nor are you permitted to accept the tickets to the community orchestra. Even though the value of the tickets may not be excessive and the offer appears to be a regular business practice, accepting tickets must involve the opportunity to discuss business, and no one from the supplier will be at the event. You can accept a ticket to join the vice president for sales at an insurance company’s corporate box at a local sporting event. The value of the ticket is not excessive and you will have the opportunity to discuss business.

Scene 3 i 10 of 17 Situation Set Up: As a The ABC Client employee, which of the following entertainment options are you permitted to accept? Click the answer that does not violate the The ABC Client policy regarding gifts and entertainment. Response C: Point Value: The vice president for sales at an insurance company offers you a ticket to join him in the company’s corporate box at a local sporting event. 1 Feedback that appears at the end if the user selects C. You made the right choice: You accepted a ticket to join the vice president for sales at an insurance company’s corporate box at a local sporting event. The value of the ticket is not excessive and you will have the opportunity to discuss business. You are not permitted to accept the invitation to a weekend business seminar and golf outing, even though this is a common business practice and has a business purpose. The value is extravagant, the invitation involves accepting accommodation, and there is at least the appearance that the gift is an inducement to do business with the asset management firm. Nor are you permitted to accept the tickets to the community orchestra. Even though the value of the tickets may not be excessive and the offer appears to be a regular business practice, accepting tickets must involve the opportunity to discuss business, and no one from the supplier will be at the event.

Scene 4 i 11 of 17 Situation Set Up: You are a The ABC Client communications specialist. A friend asks you to help write a brochure for a small company he is starting. He will pay you $100, and you will be able to do the work in one weekend. Which of the following is the correct action? Click the action that does not violate The ABC Client’s policy regarding outside employment. Response A: Point Value: You can accept the job. It will not interfere with your work at The ABC Client and does not take away business from The ABC Client. 1 Feedback that appears at the end if the user selects A You are permitted to accept the job, for the reasons stated: it will not interfere with your work at The ABC Client and does not take away business from The ABC Client.

Scene 4 i 12 of 17 Situation Set Up: You are a The ABC Client communications specialist. A friend asks you to help write a brochure for a small company he is starting. He will pay you $100, and you will be able to do the work in one weekend. Which of the following is the correct action? Click the action that does not violate The ABC Client’s policy regarding outside employment. Response B: Point Value: 0 You can accept the job, but you must do it for free. Feedback that appears at the end if the user selects B. You chose to take the job, but do it for free. You are permitted to accept the job and you can accept payment. It will not interfere with your work at The ABC Client and does not take away business from The ABC Client.

Scene 4 i 13 of 17 Situation Set Up: You are a The ABC Client communications specialist. A friend asks you to help write a brochure for a small company he is starting. He will pay you $100, and you will be able to do the work in one weekend. Which of the following is the correct action? Click the action that does not violate The ABC Client’s policy regarding outside employment. Response C: Point Value: You must decline the job. It is a conflict of interest. 0 Feedback that appears at the end if the user selects C. You said you must decline the job. However, you are permitted to accept the job and you can accept payment. It will not interfere with your work at The ABC Client and does not take away business from The ABC Client.

Scene 5 i 14 of 17 Situation Set Up: Which of the following is an acceptable use of The ABC Client credentials? Click the circumstance that is permitted under the The ABC Client Code regarding the use of The ABC Client credentials. Response A: Point Value: In promotional materials for a speaking engagement at a meeting of a local business organization 1 Feedback that appears at the end if the user selects A You chose promotional materials for a speaking engagement at a meeting of a local business organization as an acceptable use of The ABC Client credentials. That is correct. According to the Code, The ABC Client credentials may be used only in the promotion or conduct of The ABC Client’s business. The Code does not allow The ABC Client credentials to be used for political means, such as a speech in support of a candidate at political rally. Nor are you permitted to use The ABC Client stationery to write a letter expressing your views on taxes to the newspaper editor. Using The ABC Client stationery for personal correspondence is not only stealing, but it also runs the risk that the newspaper would represent your views as an official The ABC Client position.

Scene 5 i 15 of 17 Situation Set Up: Which of the following is an acceptable use of The ABC Client credentials? Click the circumstance that is permitted under the The ABC Client Code regarding the use of The ABC Client credentials. Response B: Point Value: 0 During the introduction of a speech in support of a candidate at political rally Feedback that appears at the end if the user selects B. You said it is acceptable to use The ABC Client credentials during the introduction of a speech in support of a candidate at political rally. That is not correct. According to the Code, The ABC Client credentials may be used only in the promotion or conduct of The ABC Client’s business. The Code does not allow The ABC Client credentials to be used for political means. Nor are you permitted to use The ABC Client stationery to write a letter expressing your views on taxes to the newspaper editor. Using The ABC Client stationery for personal correspondence is not only stealing, but it also runs the risk that the newspaper would represent your views as an official The ABC Client position. It is acceptable to use The ABC Client credentials in promotional materials for a speaking engagement at a meeting of a local business organization.

Scene 5 i 16 of 17 Situation Set Up: Which of the following is an acceptable use of The ABC Client credentials? Click the circumstance that is permitted under the The ABC Client Code regarding the use of The ABC Client credentials. Response C: Point Value: Using The ABC Client stationery to express your views on taxes in a letter to the editor of a newspaper 0 Feedback that appears at the end if the user selects C. You selected using The ABC Client stationery to express your views on taxes in a letter to the newspaper editor as an acceptable use of The ABC Client credentials. That is not correct. Using The ABC Client stationery for personal correspondence is not only stealing, but it also runs the risk that the newspaper would represent your views as an official The ABC Client position. It is also not acceptable to use The ABC Client credentials for political means, such as a speech in support of a candidate at political rally. According to the Code, The ABC Client credentials may be used only in the promotion or conduct of The ABC Client’s business, so it is acceptable to use The ABC Client credentials in promotional materials for a speaking engagement at a meeting of a local business organization.

Scene 6: Final i 17 of 17 Overall system feedback if the user’s point total is 5: Great job! Your rating indicates that you understand how to develop a sound relationship with The ABC Client and your colleagues. The feedback on each of your responses explains why your choices were good and the potential pitfalls of the choices you avoided. Click Next Page in the lower right corner to continue. Overall system feedback if the user’s point total is 3, or 4. Your rating shows that for the most part you understand how to develop a sound relationship with The ABC Client and your colleagues, but there is some room to improve. The feedback on each of your responses explains why most of your choices were good and the potential pitfalls of some of your selections. Click Next Page in the lower right corner to continue. Overall system feedback if the user’s point total is 0, 1 or 2 Your rating shows you need to improve your understanding of how to develop a sound relationship with The ABC Client and your colleagues. The feedback on each of your responses explains why some of your choices were good and the potential pitfalls of most of your selections. Click Next Page in the lower right corner to continue.

Topic 7 of 8 Do the Right Thing In the activity you just finished, you were presented with a small sample of the kinds of situations you will face regarding your relationship with The ABC Client. I hope you scored well on the activity, but even if you did not, I hope you gained some insight into the purpose of The ABC Client guidelines and how they can help you enhance your relationship with The ABC Client and your colleagues. Click Next Topic above to continue.

Topic 8 of 8 Next Steps • You have completed the lesson on Your Relationship with The ABC Client. This lesson covered the following topics: • Mutual respect • Learning from one another • Conflict of interest for personal gain • Outside employment • Use of The ABC Client credentials. • Click Resources for additional information, including instructions to help you locate the The ABC Client Code of Professional Conduct and other documents and tools that you can use to help you apply the appropriate guidelines in each area. • If you have completed all three lessons in this module, you have access to the end-of-module assessment. Click Exit in the top right corner to return to the Main Menu to access another lesson or the end-of-module assessment. • Remember, in order to complete this module, you must: • Complete all three lessons • Pass the assessment. • After you pass the assessment, your learning record will be updated to reflect your achievement. • Click Exit in the top right corner to return to the Main Menu.

Notes to Reviewers: