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Course outline
LESSON 03 / 08Executives & payments
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SEE THE SITUATION

“I need a quick favor.”

An executive’s name appears on a short message: buy gift cards and send the codes before a meeting ends. Secrecy, personal payment methods and a new recipient change the normal process. A familiar voice can be imitated too. Verify through your established contact and keep the required purchasing approvals.

YOUR GOAL

Protect a payment decision when a familiar person asks you to change the normal process.

Message preview
Operations directordirector@urgent-office.example

Quick favor — keep this between us

“Buy the gift cards now and send me the codes. I cannot take a call.”
Urgency + secrecy + a new payment methodA request to bypass purchasing controls

An executive’s name does not replace an approval process.

Training example · fictional details

Lesson notes & reporting
Your company’s reporting instructions ↗

Keep these essentials

Executive urgency and secrecy do not override purchasing controls. Gift-card codes are a transfer of value.

Use previously verified supplier contacts for bank changes. If money was sent, contact the payment team and bank through known channels promptly.

Download the response field guide ↓
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