1 Introduction

The Executive Initiative® (“TEI,” “we,” “our,” or “us”) is committed to protecting your privacy and the personal information you provide. This Privacy Policy explains how we collect, use, store, and safeguard information related to your participation in The Executive Initiative® Parliament™ (“the Parliament”), including its events, digital platforms, and affiliated programs such as PersonaWise™.

By enrolling in or participating in the Parliament, you acknowledge that you have read, understood, and agree to the practices described in this Privacy Policy.

2 Information We Collect

• Contact Information: name, professional title, company, email address, phone number, LinkedIn profile.
• Professional Details: leadership role, background, areas of focus, and event participation history.
• Payment Information: billing and transaction details processed through HubSpot Payments or Stripe (TEI does not store credit card data).
• PersonaWise™ Information: reflections and responses provided as part of the PersonaWise™ Executive Reflection Index.
• Technical Information: usage data, cookies, device information, IP address, and analytics from TEI websites, HubSpot forms, and Parliament Exchange.

3 How We Use Your Information

We use collected information to:

• Administer enrollment and participation in the Parliament;
• Provide personalized experiences through PersonaWise™ and cohort activities;
• Facilitate communications, newsletters, and invitations;
• Process payments and maintain financial records;
• Improve TEI programs, content, and digital platforms;
• Comply with legal and regulatory requirements.

4 Legal Basis for Processing

• Consent (e.g., form submissions or preferences);
• Performance of a contract related to enrollment;
• Legitimate interests in maintaining a professional leadership community;
• Compliance with legal obligations.

5 Sharing of Information

We may share limited information only as necessary to operate the Parliament, including with:

• Authorized TEI staff, contractors, and facilitators;
• Service providers such as HubSpot, Stripe, Circle (Parliament Exchange), and Microsoft Teams;
• Event venues strictly for logistics related to confirmed attendees;
• Legal authorities when required by law.

We never sell or rent your personal information.

6 Data Retention

We retain information only as long as necessary to fulfill this Policy or meet legal and operational requirements. Former Participant data may be retained for archival or analytical purposes as permitted by law.

7 Security

We employ administrative, technical, and physical safeguards to protect your information. While no system can guarantee absolute security, we continuously evaluate and strengthen our protections.

8 International Data Transfers

Your information may be stored or processed in the United States or locations where our service providers operate. By providing your information, you consent to these transfers.

9 Your Rights

Depending on applicable law, you may request to:

• Access your information;
• Correct or update inaccuracies;
• Request deletion (“right to be forgotten”);
• Withdraw consent for communications;
• Request limitations on processing.

Submit requests to info@theexecutiveinitiative.com.

10 Cookies and Tracking

Our websites and forms use cookies and similar technologies to improve functionality and measure engagement. You may adjust browser settings to manage cookies.

11 Third-Party Links

Parliament platforms may include links to third-party sites such as LinkedIn or Circle. TEI is not responsible for the privacy practices or content of external services.

12 Children’s Privacy

The Parliament is intended for adult professionals. We do not knowingly collect or process information from individuals under 18.

13 Updates to This Policy

TEI may update this Privacy Policy periodically. The latest version will be available at theexecutiveinitiative.com/parliament/privacy.

14 Governing Law

This Privacy Policy is governed by the laws of the State of New Jersey, United States.