Privacy Policy

Effective Date: June 1, 2026 | Last Updated: June 1, 2026

This Privacy Policy explains how Your CFO Guy, LLC ("we," "us," or "our") collects, uses, stores, and shares your personal information when you register for, attend, or purchase a pass for the Strategic Finance Summit (the "Event") at strategicfinancesummit.com. By registering for or attending the Event, you agree to the practices described in this Policy.

1. Who We Are

The Strategic Finance Summit is organized by Your CFO Guy, LLC.

For any privacy-related enquiries, please contact us at:

Email: support@yourcfoguy.com

Website: strategicfinancesummit.com

2. What Information We Collect

2.1 Information You Provide Directly

When you register for the Event or purchase a pass, we collect:

• Full name

• Email address

• Company name and job title

• Country or region (collected automatically via IP address or through registration form)

• Payment information (processed securely via our payment processor — we do not store your card details)

2.2 Information Collected Automatically

When you visit our website or access Event content, we may automatically collect:

• IP address and approximate location (country level)

• Browser type and version

• Device type and operating system

• Pages visited and time spent on the site

• Referral source (how you found us)

• UTM parameters and tracking data from promotional links

2.3 Information from Third-Party Platforms

As part of the Event, we may receive data from the following platforms:

• Registration platform — form responses and data submitted at sign-up

• Virtual event platform — attendance data, session participation, chat contributions, and Q&A activity

3. How We Use Your Information

We use your personal information for the following purposes:

• To process your registration and confirm your pass

• To send Event-related communications including session reminders, schedule updates, and day-of instructions

• To provide access to the Event platform and session recordings where applicable

• To deliver the Strategic Finance Toolkit and any other digital resources included with your pass

• To process payments and issue receipts

• To respond to your enquiries and support requests

• To track promotional performance via UTM links and attribution data

• To improve future events based on attendance and engagement data

• To send post-event follow-up communications and marketing (you may opt out at any time)

4. How We Share Your Information

We do not sell, rent, or trade your personal data to unrelated third parties. We may share your personal information only in the circumstances described below, and only to the extent necessary for each stated purpose.

4.1 Event Sponsors — Disclosure at Registration

By completing your registration for the Event, you expressly acknowledge and consent to the following disclosures of your personal data to our Event sponsors:

• Title Sponsor — As the primary title sponsor of the Strategic Finance Summit, our title sponsor will receive the full attendee list upon conclusion of the Event. The attendee list includes, but is not limited to: full name, email address, company name, job title, and country of registration. This disclosure is a material condition of the sponsorship arrangement and is the basis upon which the Event is made available at no cost to registrants. The title sponsor's subsequent processing of your personal data is governed solely by their own Privacy Policy. We bear no responsibility or liability for the title sponsor's use of your data following disclosure.

• Event Organizer Products — Your registration data may be used by the Event organizer for post-event follow-up communications relating to financial modeling tools and resources demonstrated at the Event. You may opt out of such communications at any time by clicking the unsubscribe link in any email or by contacting us at support@yourcfoguy.com.

If you do not consent to your personal data being shared with our Event sponsors as described above, you should not register for the Event.

4.2 Data Processors and Service Providers

We engage trusted third-party data processors to operate the Event on our behalf. Each processor acts only on our documented instructions and is contractually bound to implement appropriate technical and organisational security measures to protect your personal data.

• Registration platform — processes registration form submissions and stores form response data on our behalf

• Virtual event platform — provides the online event environment, manages session delivery, and stores attendance and engagement data

• Payment processor — processes payment transactions for Lifetime Replay Access purchases. Our payment processor operates as an independent data controller for payment data, and its processing is governed by its own Privacy Policy

We do not authorise these processors to use your personal data for any purpose other than providing their contracted services to us.

4.3 Disclosure Required by Law

We may disclose your personal information to courts, regulators, law enforcement authorities, or other governmental bodies where we are legally required or permitted to do so, including where necessary to: (i) comply with a legal obligation; (ii) enforce or apply our Terms of Use; or (iii) protect the vital interests, rights, property, or safety of the Event organizer, Event attendees, or the public.

4.4 Business Transfers

In the event of a merger, acquisition, reorganisation, or sale of all or a portion of our assets, your personal data may be transferred to the acquiring entity as part of that transaction. We will provide reasonable advance notice before your personal data is transferred and becomes subject to a different privacy policy.

4.5 No Sale of Personal Data

We do not sell, rent, lease, or otherwise transfer your personal data to unrelated third parties for monetary or other consideration, except as expressly described in this Section 5.

5. Event Recordings & Live Sessions

All live sessions at the Event are recorded. By attending any live session, you acknowledge and consent that:

• Your video, audio, and chat contributions may be captured as part of the session recording

• Recordings may be made available to other attendees who have purchased Lifetime Replay Access

• Recordings may be used for promotional or educational purposes by the Event organizers

If you do not wish to appear on camera, you may keep your video disabled during sessions. Chat contributions are part of the public session experience and may be visible to other attendees.

6. Data Retention

We retain your personal information for as long as necessary to:

• Fulfil the purposes outlined in this Policy

• Comply with our legal and regulatory obligations

• Resolve disputes and enforce our agreements

Registration data is typically retained for up to 3 years following the Event. Payment records are retained in accordance with applicable tax and accounting requirements. You may request deletion of your data at any time, subject to our legal obligations to retain certain records.

7. Your Privacy Rights

Depending on your country of residence, you may have certain rights regarding your personal data under applicable local laws. These may include the right to access, correct, delete, restrict, or port your personal data, as well as the right to object to certain types of processing.
To exercise any applicable rights, please contact us directly at support@yourcfoguy.com. We will make reasonable efforts to respond to all requests within 30 days, subject to identity verification and applicable legal limitations.
We encourage attendees to resolve any privacy concerns directly with us in the first instance. While attendees located in certain jurisdictions may have the right to escalate concerns to a relevant regulatory authority, we ask that you contact us first so that we have the opportunity to address your concerns promptly and in good faith before any formal escalation.
Please note that the rights available to you, and the extent to which they apply, will depend on your country of residence and the applicable legal framework. Not all rights apply in all jurisdictions, and some rights may be subject to exemptions or limitations under applicable law.

To the fullest extent permitted by applicable law, Your CFO Guy, LLC and any of its affiliates, subsidiaries, officers, directors, employees, agents, contractors, sponsors, speakers, partners, vendors, service providers, or any other party directly or indirectly connected with or involved in the event (collectively, the "Released Parties") shall not be liable for any actual, alleged, or threatened breach, violation, or infringement of any privacy right, data protection right, or any right arising under applicable privacy or data protection law, whether arising from the collection, use, storage, transfer, disclosure, or processing of personal data in connection with the Event. By registering for or attending the Event, you expressly waive any and all claims against the Released Parties arising from or related to any such breach or violation, to the maximum extent permitted by law.

8. International Data Transfers

The Event is organized from the United States. If you are registering from outside the US, your data will be transferred to and processed in the United States. We rely on appropriate transfer mechanisms where required by applicable law. Where we process personal data of individuals located in the EEA or UK, we rely on the following lawful bases: contract performance (to deliver the Event), consent (for marketing communications), and legitimate interests (for Event operations and security).

9. Cookies & Tracking Technologies

Our website uses cookies and similar tracking technologies to:

• Remember your preferences and registration status

• Analyse website traffic and usage patterns

• Track the effectiveness of our marketing campaigns via UTM parameters

• Enable third-party integrations

You may control cookie settings through your browser. Disabling certain cookies may affect the functionality of the registration process or website experience.

10. Security

We implement commercially reasonable technical and organisational measures to protect your personal information from unauthorised access, disclosure, alteration, or destruction. These include secure HTTPS connections, access controls, and use of reputable third-party platforms. However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your data, we cannot guarantee absolute security.

11. Children's Privacy

The Event is intended for individuals aged 18 and over. We do not knowingly collect personal information from children under the age of 18. If we become aware that we have inadvertently collected data from a minor, we will take steps to delete it promptly.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. Material changes will be communicated to registered attendees via email or posted on this page with an updated effective date. Your continued use of the Event platform or website after changes are posted constitutes acceptance of the updated Policy.

13. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or how we handle your personal data, please contact us at:

Email: support@yourcfoguy.com

Website: strategicfinancesummit.com

Mailing Address: 2 Colgate Rd, Great Neck, New York, NY - 11023