Privacy Policy

Last Updated: [July, 2026]

The Institute for Digital Transformation respects your privacy. This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information when you use our website, submit forms, subscribe to communications, access content, register for events, become a member, download resources, inquire about services, or otherwise interact with the Institute online.

This Privacy Policy applies to the Institute for Digital Transformation website and related online experiences, including Insight+, Advisory+, Academy+, the Journal of Digital Transformation, memberships, newsletters, forms, downloads, events, and other digital services offered through our website.

By using our website, you agree to the practices described in this Privacy Policy.

1. Who We Are

The Institute for Digital Transformation provides independent insight, advisory services, research, learning experiences, memberships, events, publications, and practical resources for leaders working through digital and business transformation.

Our website supports our Journal, research and downloadable resources, newsletters, membership content, advisory inquiries, events, contributor programs, advertising inquiries, and other Institute activities.

2. Information We Collect

We may collect information you provide directly, information collected automatically through the website, and information received from third party tools or platforms used to operate our business.

Information You Provide to Us

You may provide personal information when you:

• submit a contact form
• subscribe to a newsletter
• register for membership or access restricted content
• download a report, checklist, white paper, framework, or other resource
• register for an event, webinar, briefing, cohort, course, or live program
• book a call or request information about Advisory+, Insight+, Academy+, or other services
• submit a guest article, contributor proposal, biography, headshot, or related author information
• apply to become a Fellow, Executive Advisor, partner, sponsor, advertiser, or contributor
• complete a survey, assessment, research form, or feedback form
• comment, email us, or otherwise communicate with us
• make a purchase or complete a payment transaction

This information may include:

• name
• email address
• phone number
• job title
• company or organization
• mailing address
• billing information
• membership or account information
• login credentials
• professional biography
• social media or website links
• headshot or profile image
• event registration details
• communication preferences
• survey or assessment responses
• content submissions
• questions, comments, and messages you choose to provide

Information Collected Automatically

When you visit our website, we may automatically collect certain technical and usage information, such as:

• IP address
• browser type
• device type
• operating system
• referring website
• pages viewed
• links clicked
• date and time of visit
• approximate location derived from IP address
• interaction with forms, emails, pages, or content
• cookie identifiers and similar tracking data

This type of information helps us understand how visitors use the website, improve content, diagnose technical issues, support security, measure marketing performance, and improve the user experience.

Email Engagement Information

When we send newsletters or other email communications, we may track whether emails are opened, whether links are clicked, and how recipients engage with those communications. We use this information to measure performance, improve our communications, and provide more relevant content. The current policy already discloses email open and click tracking, and this draft keeps that disclosure in clearer modern language.

3. How We Use Information

We may use personal information to:

• respond to inquiries submitted through our contact form
• deliver newsletters, updates, and other communications
• provide access to membership content or restricted resources
• process registrations, purchases, downloads, and event participation
• manage accounts, memberships, preferences, and access rights
• provide advisory, research, training, speaking, or other services
• support Book a Call requests and scheduling
• administer surveys, assessments, research, and feedback requests
• review contributor, Fellow, advisor, partner, sponsor, and advertising inquiries
• publish approved contributor or author information
• improve our website, content, offerings, and user experience
• personalize content, recommendations, or communications where appropriate
• analyze website traffic, engagement, and marketing performance
• protect the website, systems, users, members, and the Institute
• prevent fraud, misuse, unauthorized access, or security issues
• comply with legal, tax, accounting, regulatory, or contractual obligations
• enforce our Terms of Use and other applicable agreements

The FTC’s business guidance groups privacy and security practices around responsible collection, use, protection, and disclosure of consumer information, which is why this policy is structured around clear data categories, purposes, sharing, retention, security, and user choices.

4. Marketing and Communications

If you subscribe, register, download content, become a member, attend an event, request information, or otherwise provide contact information, we may use your information to send relevant Institute communications. These may include articles, newsletters, research updates, event invitations, membership information, service updates, program announcements, or other content related to digital and business transformation.

You may unsubscribe from marketing emails using the unsubscribe link included in the email. We may still send non-marketing messages related to transactions, registrations, account access, memberships, purchases, service requests, or legal and administrative matters.

5. Cookies and Similar Technologies

We may use cookies, pixels, analytics tools, embedded scripts, and similar technologies to operate the website, remember preferences, support membership access, analyze traffic, improve content, measure email and marketing performance, and support security.

Cookies may be used for purposes such as:

• keeping users logged in
• supporting MemberPress or other membership functions
• remembering preferences
• measuring website traffic
• understanding page performance
• analyzing newsletter or campaign activity
• supporting embedded media, forms, scheduling tools, or social features

You can manage cookies through your browser settings. Some website features may not work properly if cookies are disabled.

6. Membership, Accounts, and Restricted Content

If you create an account, join a membership, or access restricted content, we collect and use information needed to manage your account, verify access, provide member benefits, process payments, maintain records, and support customer service.

You are responsible for keeping your login credentials confidential. We may suspend or restrict access if we believe an account has been misused, shared improperly, used to bypass access rules, or used in violation of our Terms of Use.

7. Purchases and Payments

If you purchase a membership, event registration, program, course, service, or digital product, payment information may be processed by a third party payment provider. We generally do not store full payment card information on our website.

Payment providers may collect and process payment information according to their own terms and privacy policies.

8. Events, Webinars, Shows, and Recordings

If you register for, attend, speak at, or participate in an Institute event, webinar, LinkedIn Live show, podcast, interview, briefing, or similar program, we may collect registration details, participation information, questions, comments, audio, video, chat messages, and related content.

Events, shows, podcasts, webinars, and interviews may be recorded, edited, published, distributed, repurposed, or promoted through our website, newsletters, social channels, podcast platforms, video platforms, and related media.

If a separate speaker release, guest agreement, contributor agreement, or event term applies, that document controls the recording and media rights for that activity.

9. Contributor, Author, Fellow, Advisor, and Partner Information

If you submit content, apply to become a contributor, Fellow, Executive Advisor, partner, sponsor, or advertiser, or provide professional profile information, we may collect and use information such as your name, title, organization, biography, headshot, website, LinkedIn profile, areas of expertise, submitted content, and related materials.

We may publish approved profile information, author bios, contributor pages, article bylines, show pages, event pages, sponsor details, or other public facing materials where appropriate.

Do not submit personal information about another person unless you have permission to do so.

10. Surveys, Assessments, and Research

We may conduct surveys, assessments, polls, research projects, scorecards, readiness tools, feedback forms, or similar activities. Information collected through these activities may be used to analyze trends, develop insights, create reports, support advisory work, improve Institute offerings, and publish aggregated or anonymized findings.

We will not intentionally publish your individual identifiable survey response without permission, unless the form or agreement clearly states otherwise.

11. How We Share Information

We do not sell your personal information.

We may share information with:

• service providers that help us operate the website, email, membership, payments, forms, scheduling, analytics, events, video, podcasting, CRM, hosting, security, and marketing tools
• contractors, advisors, or team members who need access to support Institute operations
• event, webinar, course, or program providers where needed to deliver the experience
• sponsors, partners, or advertisers where you have registered for a sponsored activity, requested information, or consented to sharing
• legal, regulatory, tax, accounting, security, or professional advisors
• authorities or other parties when required by law or necessary to protect rights, safety, security, or integrity
• a successor organization if we undergo a merger, reorganization, sale, transfer, or similar business change

We require service providers to use personal information only as needed to provide services to us and to protect the information appropriately.

12. Third Party Tools and Links

Our website may use or link to third party platforms and tools, including tools for:

• website hosting
• analytics
• forms
• CRM
• email marketing
• membership access
• payment processing
• scheduling
• webinars and events
• video and podcast hosting
• embedded media
• social media
• advertising or sponsorship management

Third party websites and services have their own privacy policies and practices. We are not responsible for the privacy practices, security, content, or policies of third party websites or platforms.

13. Advertising, Sponsorships, and Affiliate Relationships

We may offer advertising, sponsorships, partner promotions, affiliate links, sponsored content, or other commercial relationships.

If you interact with sponsored content, affiliate links, partner offers, ads, or third party promotions, the relevant third party may collect or receive information according to its own privacy policy.

We may use aggregate performance data to report campaign, content, or sponsorship activity. We do not intentionally disclose personal information to sponsors or advertisers unless you request information, register for a sponsored activity, consent to sharing, or the disclosure is otherwise described at the point of collection.

14. Legal Bases for Processing Where Applicable

For users in jurisdictions that require a legal basis for processing personal information, we rely on one or more of the following bases:

• your consent
• performance of a contract or requested service
• legitimate business interests, such as operating the website, responding to inquiries, improving content, marketing relevant offerings, protecting security, and managing relationships
• compliance with legal obligations
• protection of rights, safety, and security

Privacy notice standards in jurisdictions such as the United Kingdom and European Union generally expect organizations to explain what personal data they collect, why they use it, who receives it, retention practices, and individual rights. This section is included to support that transparency for visitors who may be covered by those rules.

15. Your Choices

You may have choices regarding your information, including the ability to:

• unsubscribe from marketing emails
• update account or membership information
• request correction of inaccurate information
• request deletion of certain personal information
• request access to certain personal information we maintain
• manage cookies through your browser settings
• choose not to submit optional forms or information

To make a privacy request, use the contact form on our website.

Contact page:

/about/contact

We may need to verify your identity before completing certain requests. Some information may be retained where needed for legal, security, accounting, tax, contractual, membership, fraud prevention, or legitimate business purposes.

16. California and Other State Privacy Rights

Some U.S. state privacy laws provide residents with specific rights regarding personal information, depending on the nature of the business, the type of information, and legal thresholds. For example, the California Consumer Privacy Act, as amended, requires covered businesses to provide privacy notices and respond to certain consumer rights requests.

To the extent applicable, residents of California or other states with privacy rights may request access, correction, deletion, portability, or information about certain sharing practices. You may submit requests through the contact form on our website.

We do not sell personal information as the term is commonly understood. If our practices ever change in a way that requires additional notices, opt out links, or other state specific disclosures, we will update this policy.

17. Data Retention

We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, including providing services, managing memberships, responding to inquiries, maintaining business records, complying with legal obligations, resolving disputes, enforcing agreements, and protecting the security and integrity of our website and operations.

Retention periods may vary based on the type of information, the reason it was collected, legal requirements, and operational needs.

18. Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, misuse, loss, disclosure, alteration, or destruction.

No website, online service, transmission, or storage system is completely secure. You are responsible for protecting your account credentials and using appropriate safeguards when accessing online services.

19. Children’s Privacy

Our website, content, memberships, programs, and services are intended for adults and business professionals. They are not directed to children under 13.

We do not knowingly collect personal information from children under 13. If we learn that we have collected personal information from a child under 13, we will take reasonable steps to delete it.

The current policy already states that the website is not intended for children under 13, and this draft keeps that protection.

20. International Users

The Institute is based in the United States. If you access the website from outside the United States, your information may be transferred to, stored in, or processed in the United States or other countries where our service providers operate.

Those countries may have privacy laws that differ from the laws where you live.

21. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last Updated” date at the top of this page.

Your continued use of the website after changes are posted means you accept the updated Privacy Policy.

22. Contact Us

Questions, comments, or privacy requests should be submitted through the contact form on our website.

Contact page: Contact Us