Business and Technology Consulting

Privacy Policy

Last Updated: 4/1/2025

This Privacy Notice describes the types of personal data that Consilia Services, LLC (“Consilia”, “we” or “us”) collect, how we use it, how and when it may be shared, and the rights and choices you have with respect to your data. We provide this Privacy Notice to help you understand how we process your data as part of our commitment to maintaining your trust. Thank you for taking the time to read and understand our data and privacy related practices.

Please note, our privacy practices are subject to the applicable laws of the places in which we operate. You will see additional region-specific terms that only apply to customers located in those geographic regions, or as required by applicable laws.

1. WHAT OUR PRIVACY NOTICE COVERS

This Privacy Notice applies to all personal data that we collect about you when you do any of the following (collectively “Services”):

  • use the Consilia website located at www.consiliaservices.com (“Site”), or related mobile applications that link to this Privacy Notice;
  • use products or services and complete related forms, participate in Consilia events, or communicate with one of our customer service representatives.

Our website may contain links to third-party websites. These third-party websites and services are not related to us and may have separate privacy policies and data collection practices. We have no responsibility for these websites or their privacy practices and encourage you to read the privacy policies of all websites you visit.

By accessing and using our Services, subject to applicable law, you acknowledge you understand the terms of this Privacy Notice. If you are not comfortable with any aspect of this Privacy Notice, you should immediately discontinue access to and use of our Services.

2. CHANGES TO THIS NOTICE

We may need to update this Privacy Notice from time to time to reflect changes in our business practices, data collection practices or changes in the applicable law. If we make a change that we believe materially affects how we process your personal data, we will provide notice of such change on this Site or via email, at the email address we have on file for you. After such notice, your continued use of our Services will be subject to the then-current Privacy Notice. We encourage you to look for updates and changes to this Privacy Notice by checking the “Last Updated” date located at the top of the new Privacy Notice.

3. PERSONAL DATA WE COLLECT AND HOW WE USE IT

We collect personal data when you interact with our Services. Personal data is typically data that can be used to identify you directly or indirectly. The definition of personal data depends on the applicable law based on your physical location. Only the definition that applies to your physical location will apply to you under this Privacy Notice. This Notice does not apply to anonymized information as it cannot be used to identify you.

The types of personal data that we may collect about you include, but are not limited to, information you provide to us, information from third parties, and information collected automatically about your use of our Services.

A. Data You Directly and Voluntarily Provide to Us

  • Name, email address, phone number and company name via optional submission or event sign up forms on this Site

If you sign up to become a newsletter recipient or event attendee, you will be required to provide certain personal data as part of the sign up process. This information may include your first and last name, email address, phone number and company name. We use this information to communicate with you and to ensure that we will not violate any applicable U.S. sanctions in providing you access to our Services. We rely on fulfillment of contract as the lawful basis for processing your personal data. We may also request that you voluntarily provide other information, such as a description of how we can help you as it relates to our Services. We rely on our legitimate interests as the lawful basis for processing your personal data in this way.

  • Events and Conferences
    We may host events that include in-person and virtual conferences, training, knowledge sharing and webinars. If you register for an event, we will collect certain personal data such as your first and last name, email address, information about the type of business you work for or with, and your role in that business. We use this personal data to provide event attendees with event services, including tailoring sessions to meet the audience profile and related purposes connected with the event. We rely on fulfillment of contract as the lawful basis for processing your personal data in relation to events and conferences.
  • Publications
    We offer various publications and materials through our Site. Some of these publications and materials are publicly accessible, and others require that you sign up to receive these publications and materials. You may be required to provide certain information to access these publications, which may include your first and last name, email address, and professional information. We rely on our contract with you as the lawful basis to process your personal data for purposes of fulfilling your request to receive our publications.
  • Communications
    If you communicate or correspond with us by email, through postal mail, via telephone or through other forms of communication we may collect the personal data you provide as part of those communications.  For example, if you correspond with us through email, we may collect and store the email address you use to send the applicable correspondence and use it to respond to your inquiry; to notify you of events, publications, or other services; or to keep a record of your complaint, accommodation request, and similar purposes. We have a legitimate interest in processing the personal data of those who communicate voluntarily with us seeking our Services.

B. Information We Automatically Collect

As you navigate through and interact with our Sites, we may use automatic data collection technologies to collect certain information about your device (computer, tablet, smart phone) and your activities, including:

  • If you access the Services through a computer, we will automatically collect certain information such as your browser type and version, computer and connection information, IP address, mobile device advertising identifier, Media Access Control (MAC) address pages you have visited, type of device, operating system name and version, device manufacturer, browser information (type, version), screen resolution, Internet service provider or mobile carrier’s name, connection speed and connection type, date stamp, URL of the last webpage visited before visiting our Platform, and URL of the first page visited after leaving our Platform, pages viewed, time spent on a page, click through, clickstream data, queries made, search results selected, comments made, search history, type of service requested, purchases made, and information collected through cookies, pixel tags, and other technologies.
  • If you access the Services through a mobile device, we may also be able to identify the location of your mobile device. We use your location information (if shared) to identify the geographic locations from which our content is accessed so that we can better understand what content topics may be most relevant in that region, and to develop resources around those content topics. You may choose not to share your location details with us by adjusting your mobile device’s location services settings. For instructions on changing the relevant settings, please contact your service provider or device manufacturer.

C. Information from Third Parties

We may receive personal data about individuals from third parties. This may happen if your employer signs you up for an event, publication or newsletter, however, we will only share information about you with your employer if you consent in advance to our sharing this information.

We may also receive personal data about you when you interact with our Services on a social media platform, we may collect the personal data that you or the platform make available to us on that page or account, including your social media account ID and/or user name associated with that social media service, your profile picture, email address, friends list or information about the people and groups you are connected to and how you interact with them, and any information you have made public in connection with that social media service. The information we obtain depends on your privacy settings on the applicable social media service; we will comply with the privacy policies of the social media platform and we will only collect and store such personal data that we are permitted to collect by those social media platforms. When you access our Site through social media channels or when you connect the Site to social media services, you are authorizing us to collect, store, and use such information and content in accordance with this Privacy Notice.

4. WHY WE COLLECT YOUR PERSONAL DATA

We use your information for business purposes, including to provide the products and services you request, to perform customer service functions, for security and fraud prevention, for marketing and promotional purposes, and to perform website and mobile application analytics. We may use the data we collect about you to:

A. To Provide and Maintain Our Services

We will use your personal data to provide information or deliver Services that you request and to allow you to participate in interactive features of our Site and Services when you choose to do so. For example:

  • We process your personal data to provide services to you, including signing you up for an event, publication, or newsletter.

B. To Provide Customer Support or Respond to You

We collect any information that you provide to us when you contact us, such as with questions, concerns, feedback, disputes or issues. Without your personal data, we cannot respond to you.

C. To Personalize Your Experience

We may also use your personal data to tailor your experience at our Site, to compile and display content and information that we think you might be interested in, and to provide you with content according to these preferences. We may also use this information to help us understand your needs and interests, and to better tailor our products and services to meet your needs.

D. For Research and Development

We may use your information to gather analysis or valuable information so that we can improve our Services and to detect, prevent and address technical issues. We may also use your information to monitor the usage of our Site including without limitation search terms entered, pages visited and documents viewed.

E. For Security Reasons

We may use personal data to help monitor, prevent and detect fraud, enhance security, monitor and verify identity or access, or security risks.

F. To Send You Marketing and Promotional Emails

We may use your personal data we collect from you and third-party sources to contact you with newsletters, marketing or promotional materials and other information that may be of interest to you, to deliver targeted and relevant advertising and marketing to you, and to promote our Services. Our marketing will be conducted in accordance with your advertising / marketing preferences and as permitted by applicable law.

G. To Advise You of Other Services

From time to time, subject to the applicable law, we may share your personal data with third parties or partners. You may opt out of having your personal data shared with third parties. If you choose to limit the use of your personal data, certain features or Services may not be available to you.

H. To Post Testimonials

We may use personal data to post testimonials on our Site. Prior to posting a testimonial, we will obtain your consent to use your name and testimonial. You can request your testimonial be updated or deleted at any time by sending a request with your name, testimonial location and contact information.

I. To Maintain Legal and Regulatory Compliance

Our Services are subject to certain laws and regulations which may require us to process your personal data. For example, we process your personal data to fulfill our business obligations, or as necessary to manage risk as required under applicable law, or to respond to requests by judicial process or governmental agencies.

J. With Your Consent

For any other purpose disclosed to you prior to you providing us your personal data or which is reasonably necessary to provide the services or other related services requested, with your permission or upon your direction.

5. HOW WE DISCLOSE YOUR PERSONAL DATA

Except as set forth in this Privacy Notice or when specifically agreed to by you, we take care to allow your personal data to be accessed only by those who need access in order to perform their tasks and duties, or have a legitimate purpose for accessing it. In general, we do not share your information with a third party for their independent use unless: (i) you request or authorize it, (ii) it is required by law, or (iii) it is in connection with a co-sponsored event. We may share your personal data in the following circumstances:

A. When We Work with Service Providers

We may share your personal data with our suppliers, subcontractors, and other third parties who provide services to us (collectively “service providers”) in connection with advertising, hosting, data analytics, information technology and infrastructure, email delivery, auditing, training providers, conference venues or on-site service providers, and other related activities. Our service providers are given only the information they need to perform their designated functions and are prohibited from using the data we provide them for their own purposes.

B. When We Work with Business Partners and Sponsors

From time to time, we may engage in joint sales or product promotions with selected business partners. If you purchase or specifically express interest in a jointly-offered product, promotion or service, we may share relevant personal data with those partners as permitted under applicable law. While we do not control our business partners’ use of such information, we do take appropriate steps to ensure that they use appropriate safeguards to protect your personal data. Our partners and sponsors are responsible for managing their own use of the personal data collected in these circumstances, including providing privacy notices to you about how they use your personal data. We recommend you review the privacy policies of the relevant partner to find out more about their handling of your personal data. Where we do share your personal data with third parties, we take steps to ensure that they use appropriate safeguards to protect your personal data in compliance with applicable laws.

C. When Sharing Helps Us Protect Safety and Lawful Interests

We may disclose your personal data to government authorities or third parties if: (i) required to do so by law or regulation, or in response to a subpoena or court order or any other enforceable governmental request or order; (ii) we believe disclosure is reasonably necessary to protect against fraud, to protect the property or other rights of us or other users, third parties or the public at large; or (iii) to exercise, establish or defend our legal rights.

D. When We Work on Business Transactions

If we become involved with a merger, corporate transaction or another situation involving the transfer of some or all of our business assets, we may share your information with business entities or people involved in the negotiation or transfer. The use and disclosure of all transferred user information will be subject to this Privacy Notice. However, any information you submit or that is collected after this type of transfer may be subject to a new privacy policy adopted by the successor entity.

E. With Your Consent

We may share information about you with other companies if you give us permission or direct us to share the information.

F. When You Post on Our Site

If you post information on a blog or another part of our Site, the information that you post may be seen by other visitors to our websites. We are not responsible for the information you choose to submit in these public areas.

6. HOW WE PROTECT YOUR PERSONAL DATA

Personal data is maintained on our servers or those of our service providers, and is accessible by authorized employees, representatives, and agents as necessary for the purposes described in this Privacy Notice.

We realize that individuals trust us to protect their personal data. We take reasonable measures to protect all personal data we may hold in order to prevent loss, misuse, unauthorized access, disclosure, alteration and destruction. In some areas of our platforms, we may use encryption technologies to enhance data privacy and help prevent loss, misuse, or alteration of the information under our control.

While we attempt to protect your personal data in our possession, no method of transmission over the internet or security system is perfect, and we cannot promise that information about you will remain secure in all circumstances. We encourage you to use caution when disclosing information online. Often, you are in the best position to protect yourself online.

7. DATA RETENTION

We will retain the personal data we collect from you where we have a justifiable business need to do so and/or for as long as is needed to fulfil the purposes outlined in this Privacy Notice, unless a longer retention period is required or permitted by law (such as tax, legal, accounting or other purposes). When we have no justifiable business need to process your personal data, we will either delete or anonymize it, or, if this is not possible (for example, because your personal data has been stored in backup archives), then we will securely store your personal data and isolate it from any further processing until deletion is possible. Please note that, if you request that we no longer use your information to provide you services, we may still retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements.

8. YOUR CHOICES

Listed below are the choices we provide you in relation to the processing of your personal data. Individuals located in the European Economic Area (“EEA”), the United Kingdom or Switzerland at the time you provide your personal data, please see section 9 for more information about your rights.

A. Marketing Communications

If you receive commercial electronic communications from us, you can unsubscribe from the receipt of future commercial electronic communications from us by clicking on the “unsubscribe link” provided in such communications.

B. Access and Correction

You have the right to review and correct personal data that we have collected from you. You may exercise this right by contacting us as indicated on our Site. In your request, please make clear what information you would like to have changed. For your protection, we may need to verify your identity before implementing your request. We will try to implement your request as soon as reasonably practicable. We reserve the right to refuse to act on a request that is manifestly unfounded or excessive (for example because it is repetitive) and/or to charge a fee that takes into account the administrative costs for providing the information or taking the action requested.

C. California Residents

This section applies only to California residents.

  • You may request information concerning the categories of personal data (if any) we disclose to third parties or affiliates for their direct marketing purposes. To make such a request, please contact us via one of the contact methods listed on our Site.
  • Your browser may allow you to adjust your browser settings so that “do not track” requests are sent to the websites that you visit. However, we do not respond to “Do Not Track” (DNT) signals. To determine whether any of the third-party services it uses honor the “Do Not Track” requests, please read their privacy notices.

9. YOUR RIGHTS

Your rights may include:

  • Access and portability. You may ask us to confirm whether we are processing your personal data, provide you with details about such processing, and, in some limited circumstances, give you a copy of your personal data. You may ask us to provide your personal data in a structured, commonly used, machine-readable format, or you can ask to have it ported directly to another controller.
  • Erasure or deletion. You may ask us to delete the personal data that we hold about you.
  • Rectification or correction. You may ask us to correct any inaccurate or incomplete personal data that we hold about you.
  • Objection to processing. You may request that we stop processing your personal data for specific purposes including marketing and profiling.
  • Restriction of processing. You may request that we restrict the processing of your personal data in certain circumstances (for example, where you believe that the personal data we hold about you is not accurate or lawfully held).
  • Lodge a complaint to your local Data Protection Authority. You may have the right to lodge a complaint with your national Data Protection Authority or equivalent regulatory body.
  • Automated decision-making. We do not employ solely automated decision-making, as a matter of course, that results in automated decisions being taken (including profiling) that legally affect you or similarly significantly affect you. Automated decisions are decisions made automatically based on computer determinations (using software algorithms), without human review. If you are to be subjected to automated decision making, we will make it clear at the time and you have the right to contest the decision, to express your point of view, and to require a human review of the decision.

These rights are not absolute and are subject to conditions or limitations as specified in applicable laws. If you would like to exercise any of the above rights, please contact us using a method in the Contact Information section below. We will process your request in accordance with applicable privacy and data protection laws. To protect your privacy and security, we may take steps to verify your identity before complying with the request.

11. CHILDREN’S PRIVACY

We do not knowingly collect personal data from persons under the age of 18. If you are a parent of a child under 18, and you believe that your child has provided us with information about him or herself, please contact us via the information in the Contact section below.

12. CONTACT INFORMATION

If you have any questions or concerns about this Privacy Notice, please…

Write to us at:
Consilia Services
Data Protection Officer
PO Box 65
Marlborough, CT 06447, USA

Email the Data Protection Officer at: [email protected]