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Conflict of Interest & Employment Ethics Training

Employee Experience

Created on October 8, 2025

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Transcript

**This training has audio components, so please make sure you use headphones and/or are in a quiet location.

Conflict of Interest & Employment Ethics Training

Guidelines to maintain ethical workplace conduct.

Start

Course Objectives

By the end of this course, learners will be able to...

Disclose conflicts of interest and follow NBME’s gift policy

Explain approval requirements for outside work and recognize restrictions on working for competitors.

Course can be completed in approximately 20-30 mins

Describe disclosure requirements and supervision restrictions for hiring relatives or significant others.

Summarize responsibilities for protecting NBME intellectual property, including disclosure of AI-generated content and proper use of third-party IP.

Start

Course Navigation

Next

INDEX

Conflict of Interest & Gift Policy

Protection of Intellectual Property

Outside Employment & Engagements Policy

Responsibilities, Resources, & Contacts

Hiring of Relatives & Significant Others Policy

Start

Conflict of Interest & Gift Policy

The What and the Why

NBME's Conflict of Interest Policy helps employees avoid potential improriety and defines boundaries. Click on each plus sign below to learn more about the purpose of the policy. Once you are finished, click next.

Who does this policy apply to?

What is the purpose of our Conflict of Interest Policy?

What is a conflict of interest?

Next

Conflict of Interest & Gift Policy

Key Elements of the Policy

Click on each plus sign to learn more about the key elements of the policy. Then, click next for a conflict of interest/ethics checklist:

Steer clear of situations that create/appear to create conflicts of interest or divided loyalty (including those involving relatives or close friends). Avoid even the appearance of impropriety as perception matters in maintaining trust and integrity.

Perception of Loyalty & Integrity

Monetary gifts are prohibited; non-monetary gifts must be nominal to avoid conflicts.

Gift Policy

Employees should not work for competitors to prevent conflicts of interest and maintain loyalty.

Avoid Competition Work

Employees must disclose any conflicts of interest to their Senior VP promptly to maintain transparency.

Conflict Disclosure

When unsure about conflicts or ethical concerns, employees should consult their manager or HR for advice.

Seeking Guidance

Next: Checklist

Conflict of Interest & Gift Policy

As you watch, consider: Is there a conflict of interest? How does this checklist help you identify it?

Conflict of Interest Checklist

Check out the checklist below. Afterwards, watch the video and use the checklist to try to determine any conflicts of interest. Then, click next for additional scenarios and examples.

Understand Legal Considerations

Understand Moral Implications

Support Business Mission & Values

Support the Common Good

Decide with Transparency

Next: Examples

Conflict of Interest & Gifts Policy

Example Scenarios

Read each scenario and then click on each to see the appropriate response. Then, click next for a short quiz on the policy.

Before accepting, you must disclose this and get approval. Accepting a board seat at a possible partner or competitor startup requires full disclosure to avoid conflicts.

Because of the family tie, you must disclose it. Having a family member bidding on a project requires disclosure to prevent conflicts of interest.

You’re asked to sit on the board of a medical education start-up. The company could become a partner—or even a competitor—of NBME.

Your cousin owns a consulting firm bidding for a project with NBME. You don’t stand to gain anything personally.

Next: Test Your Knowledge

Even though it's well-intentioned, it must be reported and likely returned due to its value and timing. Receiving gifts from vendors during contract reviews must be reported and usually returned to maintain integrity.

You must disclose the relationship to your manager to avoid any conflicts. Having a friend, family member, or roommate taking the exam requires disclosure to maintain integrity and trust.

Your roommate is scheduled to take the USMLE exam. You work on or have access to exam content.

A vendor gives you a $50 holiday gift basket during contract renewal season.

Test Your Knowledge (1/3)

Test Your Knowledge (2/3)

Test Your Knowledge (3/3)

INDEX

Conflict of Interest & Gift Policy

Protection of Intellectual Property

Outside Employment & Engagements Policy

Responsibilities, Resources, & Contacts

Hiring of Relatives & Significant Others Policy

Continue

Outside Employment & Engagements Policy

The What and the Why

NBME's Outside Employment & Engagements Policy aims to prevent outside work from conflicting with NBME responsibilities. Click on each plus sign below to learn more. Once you are finished, click next.

What is the purpose of our Outside Employment & Engagements Policy?

Who does this policy apply to?

What is considered outside work?

Next

Outside Employment & Engagements Policy

Key Elements of the Policy

Click on each plus sign to learn more about the key elements of the policy. Then, click next for example scenarios.

Employees must always disclose relevant outside employment to their Manager and Business Unit Leader (ie. SVP or VP) and obtain prior approval to ensure transparency.

Disclosure & Approval

Outside work must not interfere with primary job responsibilities to maintain performance standards.

No Interference with Duties

Employees are prohibited from working for competitors to protect NBME interests.

Restrictions on Competitor Work

Payments (honoraria) for NBME-related presentations must be directed to NBME.

Honoraria Management

Employees should consult HR or their VP when uncertain about outside employment policies.

Seeking Guidance

Next: Examples

Outside Employment & Engagements Policy

Example Scenarios

Read each scenario and then click on each to see the appropriate response. Then, click next for a short quiz on the policy.

This is a clear conflict and not allowed. Consulting for competitors in the same industry in prohibited to avoid conflicts of interest.

Before accepting, you must get prior approval, and the honorarium may need to be paid to NBME.

You’re invited to speak at a healthcare conference on a topic related to your NBME expertise.

You start consulting for a company that competes with NBME.

Next: Test Your Knowledge

Your outside consulting work is directly interfering with NBME responsibilities, leading to missed meetings and reduced performance. This is a violation of the policy.

If the work overlaps with your NBME role, you need approval. Volunteering for nonprofits with overlapping work requires prior approval to prevent conflicts.

You begin volunteering to develop test content for a nonprofit educational group.

You recently took on a side consulting role that requires you to miss weekly team meetings.

Test Your Knowledge (1/2)

Test Your Knowledge (2/2)

INDEX

Conflict of Interest & Gift Policy

Protection of Intellectual Property

Outside Employment & Engagements Policy

Responsibilities, Resources, & Contacts

Hiring of Relatives & Significant Others Policy

Continue

Hiring of Relatives & Significant Others Policy

The What and the Why

NBME's Hiring of Relatives & Significant Others Policy aims to carefully manage the employment of relatives & significant others to avoid impropriety. Click on each plus sign below to learn more. Once you are finished, click next.

What is the purpose of our Hiring of Relatives & Significant Others Policy?

Who does this policy apply to?

Who is considered a relative?

Next

Hiring Relatives & Significant Others Policy

Key Elements of the Policy

Click on each plus sign to learn more about the key elements of the policy. Then, click next for example scenarios.

Relatives and significant others may be hired but must avoid direct supervision or evaluation roles to prevent conflicts of interest.

Hiring Relatives Policy

Employees must disclose relationships that could influence reporting or decision-making processes within the organization. Relationships should be disclosed to your Manager and Business Unit Leader (ie. SVP or VP).

Relationship Disclosure

Disclose changes in relationships or in employment (promotions, etc) that could impact reporting lines.

Disclose Changes

Human Resources is available to help resolve workplace issues fairly and ensure compliance with this policy.

HR Conflict Resolution

Next: Examples

Hiring Relatives & Significant Other Policy

Example Scenarios

Read each scenario and then click on each to see the appropriate response. Then, click next for a short quiz on the policy.

Once the significant other is promoted to supervisor, this relationship must be disclosed so HR can evaluate. Starting a romantic relationship with a supervisor must also be disclosed.

Referral of a relative is allowed, but your sister cannot report to you or be in a position where you influence her work conditions.

You refer your sister for an open role. She’s a strong candidate and gets the job.

You begin dating a coworker who then becomes your supervisor.

Next: Test Your Knowledge

You must immediately notify your manager and HR to resolve the situation. If promoted to supervise a cousin, immediate disclosure to HR is required to manage conflicts of interest.

You must notify your manager and HR to resolve the situation. Though you are not your son's manager, you may be involved in future evaluation or management decisions.

You are a manager. Your son is moves to your unit, but managed by a different manager.

After an internal promotion, you find yourself managing a team that includes a cousin.

Test Your Knowledge (1/3)

Test Your Knowledge (2/3)

Test Your Knowledge (3/3)

INDEX

Conflict of Interest & Gift Policy

Protection of Intellectual Property

Outside Employment & Engagements Policy

Responsibilities, Resources, & Contacts

Hiring of Relatives & Significant Others Policy

Continue

Protection of Intellectual Property Policy

The What and the Why

Intellectual Property (IP) is one of NBME’s most valuable assets. Click on each plus sign below to learn more. Once you are finished, click next.

What is the purpose of our Protection of Intellectual Property Policy?

Who does this policy apply to?

What is considered intellectual property?

Next

Protection of Intellectual Property Policy

Key Elements of the Policy

Click on each plus sign to learn more about the key elements of the policy. Then, click next for example scenarios.

Familiarize yourself regularly with NBME’s IP Guidelines. All employees must sign an Innovation & Proprietary Info Agreement at hire.

Awareness & Compliance

All employee-created IP related to NBME must be assigned to NBME. AI-generated content must be disclosed and documented.

Ownership & Disclosure

Use of others’ IP requires proper licensing and permission via Legal. Only Legal may approve any transfer or license agreements of NBME IP.

Licensing & Legal Oversight

Don’t use third-party IP (e.g., images, content, code) without formal permission or license.

Third Party IP

Next: Examples

Protection of Intellectual Property Policy

Example Scenarios

Read each scenario and then click on each to see the appropriate response. Then, click next for a short quiz on the policy.

Even though you created it, it belongs to NBME. You must disclose and assign the rights to the organization.

Because AI was involved, you are required to disclose the AI use and document the process.

You develop a new assessment framework during your work at NBME

You use Microsoft Copilot to help write a new training module.

Next: Test Your Knowledge

You’re approached by an outside company that wants to license a tool you helped build for NBME.

A team wants to use graphics from an online article in a public NBME presentation.

You cannot negotiate on behalf of NBME—only the Office of General Counsel may do so with proper review.

Before doing so, they must contact the Office of General Counsel to secure permissions or licenses.

Test Your Knowledge (1/3)

Test Your Knowledge (2/3)

Test Your Knowledge (3/3)

INDEX

Conflict of Interest & Gift Policy

Protection of Intellectual Property

Outside Employment & Engagements Policy

Responsibilities, Resources, & Contacts

Hiring of Relatives & Significant Others Policy

Continue

Your Responsibilities

Obtain Approval for Outside Work

Disclose Relationships

Avoid Accepting Monetary Gifts

Report Conflicts of Interest

Sign the Acknowledgement

Halogen Acknowledgement

Seek Guidance When in Doubt

Disclose AI Use

Assign All IP to NBME

Next: Resources & Contacts

Resources & Contacts

Resources

Contacts

Conflict of Interest & Gifts Policy

Christina Graveley, Manager, Talent Operations

Outside Employment & Engagements Policy

Janelle Endres VP of Human Resources

Hiring of Relatives & Signficant Others Policy

Melissa Nicholas Employee Relations Manager

Protection of Intellectual Property Policy

NEXT

Thank youfor takingthe course!

Do you have questions?

We are here to help you. If something is unclear, don't hesitate to contact us.

The purpose of this policy is to make employees aware of the primary categories of Intellectual Property that are of concern to NBME and the practices and resources for safeguarding NBME’s Intellectual Property.

Obtain Approval for Outside Work

Employees must obtain prior approval for outside work related to their NBME role to avoid conflicts.

A family member or any person whose relationship to the employee is like that of a family member or significant other.

Discover the new landscape

Explore how technology has transformed education. Understanding this change is key to adapting and making the most of the tools available in the digital environment.

Disclose Relationships

Employees must disclose any relationships that could potentially create conflicts at work to maintain transparency.

Report Conflicts of Interest

Disclose any actual, potential, or perceived conflicts promptly to your manager and Business Unit Leader (i.e. SVP or VP) for transparency.

The policy applies to all employees involved in hiring, supervision, and related employment decision-making roles.

Avoid Accepting Monetary Gifts

Monetary gifts are strictly prohibited; non-monetary gifts must be valued under $25 or receive approval.

Seek Guidance When in Doubt

Consult your manager or HR for advice when unsure about conflicts or ethical concerns.

The policy aims to prevent ouside work from conflicting with NBME duties or reponsibilities.

NBME defines Intellectual Property broadly as any invention, creation, innovation, discovery, improvement, development, concept, design, idea, software, trade secret, confidential information, research data, trademark, service mark, logo, slogan, original work of authorship, or other proprietary materials.

Organize your learning

Choose your resources, create a flexible schedule, and set priorities. Good planning allows you to progress without stress and make the most of each study moment.

Disclose AI Use

Always disclose AI use in creating NBME content and document your process.

Reflect on your role

In digital learning, you are the protagonist. Recognizing your autonomy and responsibility will help you progress with more clarity, commitment, and sense of purpose.

The policy aims to prevent favoritism and bias in hiring and supervision decisions within the organization.

A conflict of interest occurs when personal interests may compromise objective job performance.

Sign the Acknowledgement

Participants are expected to review all content and complete the acknowledgment in Halogen at the training's conclusion.

Evaluate and adjust your path

Take breaks to review your progress. Adjust what is necessary and celebrate your achievements. Learning also means adapting and improving on the go.

The policy applies universally to all employees across all departments and levels within the organization.

Activate your motivation

Motivation is the engine of learning. Connect with your interests, set clear goals, and visualize the personal and professional benefits of what you are about to learn.

Assign All IP to NBME

Remember that all Intellectual Property created during NBME employment belongs to NBME.

All employees creating, using, or accessing NBME intellectual property.

The policy ensures employees prioritize company interests over personal or financial gains to maintain integrity.

The policy applies to all employees involved in outside employment, consulting, speaking, or volunteering.

Outside work is considered side jobs, volunteering, public speaking, and consulting (particularly if they related to your role at NBME).