Privacy Policy

Please read this Privacy Policy carefully before using this Website.

The Website and its Content is owned by Portman Group LLC (“Portman”, “company”, “we”, or “us”). The term “you” refers to the member or viewer of our Website (“Website”).

This Privacy Policy describes how we collect, use, process and distribute your information, including Personal Data (as defined below) used to access this Website. We will not use or share your information with anyone except as described in this Privacy Policy. Importantly, we value the privacy and trust of our users. We do not sell Personal Information for money. We may “share” Personal Information for cross-context behavioral advertising as defined under California law, as described in the “California Privacy Rights” section below, and you can opt out at any time. The use of information collected through our Website is limited to the purposes under this Privacy Policy and our Terms of Use. Please read this Privacy Policy carefully. We reserve the right to change this Privacy Policy on the Website at any time without notice. In the event of a material change, we will let you know via email and/or a prominent notice on our Website.

Use of any personal information or contribution that you provide to us, or which is collected by us on or through our Website or its content is governed by this Privacy Policy.  By using our Website or its content, you consent to this Privacy Policy, whether or not you have read it.

Accessibility

We strive to make this Privacy Policy accessible and compatible with assistive technologies consistent with WCAG 2.1 AA. To request this policy in an alternative format or for accessibility assistance, contact [ACCESSIBILITY EMAIL].

Information We May Collect

We collect personal information from you so that we can provide you with a positive experience when utilizing our Website or content.  We will only collect the minimum amount of information necessary for us to fulfill our obligation to you.  We may collect:

1. A name and an email address so we can deliver our newsletter to you-you would be affirmatively consenting to this by providing this information to us in our contact forms.
2. Billing information including name, address and credit card information so that we can process payment to deliver our products or services to you under our contractual obligation.
3.  A name and an email address if you complete our contact form with a question. We may send you marketing emails with either your consent or if we believe we have a legitimate interest to contact you based on your contact or question.
4. Information from you from a co-branded offer.  In this case, we will make clear as to who is collecting the information and whose privacy policy applies. If both / all parties are retaining the information you provide, this will also be made clear, as will links to all privacy policies.

Please note that the information above (“Personal Data”) that you are giving to us is voluntarily, and by providing this information to us you are giving consent for us to use, collect and process this Personal Data. You are welcome to opt-out or request for us to delete your Personal Data at any point by contacting us at [email protected].

If you choose not to provide us with certain Personal Data, you may not be able to participate in certain aspects of our Website or Content.

Cookies and Similar Technologies

We use cookies, pixels, SDKs, and similar technologies to operate our Website, analyze traffic, remember preferences, and personalize content and ads. You can manage your preferences at any time through our Cookie Preferences tool, which allows you to accept, reject, or customize non-essential cookies. We categorize cookies as: essential, functional, analytics, and advertising. For details, including the provider, purpose, and duration of each cookie, see our Cookie Policy below (i.e. Use of Cookies). Where required by law (e.g., in the EU/EEA/UK), we will obtain your consent before setting non-essential cookies. We honor Global Privacy Control signals for California residents.

Other Information We May Collect

1. Anonymous Data Collection and Use

To maintain our Website’s high quality, we may use your IP address to help diagnose problems with our server and to administer the Website by identifying which areas of the Website are most heavily used, and to display content according to your preferences. Your IP address is the number assigned to computers connected to the Internet. This is essentially “traffic data” which cannot personally identify you, but is helpful to us for marketing purposes and for improving our services. Traffic data collection does not follow a user’s activities on any other websites in any way. Anonymous traffic data may also be shared with business partners and advertisers on an aggregate basis.

1. Use of “Cookies”

We may use the standard “cookies” feature of major web browsers. We do not set any personally identifiable information in cookies, nor do we employ any data-capture mechanisms on our Website other than cookies. You may choose to disable cookies through your own web browser’s settings. However, disabling this function may diminish your experience on our Website and some features may not work as intended.

3. Mobile and Device Data (if applicable)

If you use our mobile applications, we may collect device information (such as device identifiers, operating system, app version), approximate location (based on IP or device settings), and app interaction data to operate and improve the app. You can manage app permissions through your device settings.

What We Do with Information We Collect

1. Contact You

We may contact you with information that you provide to us based on these lawful grounds for processing:

1. 1. Consent. We may contact you if you give us your clear, unambiguous, affirmative consent to contact you.
   2. Contract.  We will contact you under our contractual obligation to deliver goods or services you purchase from us.
   3. Legitimate Interest.  We may contact you if we feel you have a legitimate interest in hearing from us.

1. Process Payments

We will use the Personal Data you give to us in order to process your payment for the purchase of goods or services under a contract. We only use third party payment processors that take the utmost care in securing data and are PCI DSS compliant and comply with applicable privacy laws.

1. Targeted Social Media Advertisements

We may use the data you provide to us to run social media advertisements and / or create look-alike audiences for advertisements.

1. Share with Third Parties

We may share your information with trusted third parties such as our newsletter provider in order to contact you via email, or our merchant accounts to process payments, and Google / social media accounts in order to run advertisements and our affiliates. Additionally, webinar registrant information is shared with member and/or sponsor organizations of each webinar.

How We Share Information

We share Personal Data with service providers and contractors for hosting and cloud services, security, payment processing, analytics, advertising technology, email/SMS delivery, customer support/CRM, and webinar platforms; with our affiliates; and with professional advisors (legal, tax, audit). We require recipients to use Personal Data only on our instructions, implement appropriate security, and prohibit selling or using the data for their own independent purposes.

Viewing by Others

Note that whenever you voluntarily make your Personal Data available for viewing by others online through this Website or its content, it may be seen, collected and used by others, and therefore, we cannot be responsible for any unauthorized or improper use of the information that you voluntarily share (i.e., sharing a comment on a community site post, posting in a Facebook group that we manage, sharing details on a group call, etc.).

Submission, Storage, Sharing and Transferring of Personal Data

Personal Data that you provide to us is stored internally or through a data management system. Your Personal Data will only be accessed by those who help to obtain, manage or store that information, or who have a legitimate need to know such Personal Data (i.e., our hosting provider, newsletter provider, payment processors or team members).

It is important to note that we may transfer data internationally. For users in the European Union, please be aware that we transfer Personal Data outside of the European Union. By using our Website and providing us with your Personal Data, you consent to these transfers in accordance with this Privacy Policy.

International Data Transfers

Where we transfer Personal Data outside of your country (including from the EEA/UK to the U.S.), we rely on appropriate safeguards such as adequacy decisions or Standard Contractual Clauses, and we conduct transfer impact assessments with supplementary measures where appropriate. You can contact us to request information about these safeguards.

Data Retention

We retain your Personal Data for the minimum amount of time necessary to provide you with the information and / or services that you requested from us. We may include certain Personal Data for longer periods of time if necessary for legal, contractual and accounting obligations.

Retention Periods

We retain Personal Data only as long as necessary for the purposes described in this Privacy Policy, including to comply with legal, accounting, or reporting requirements. Typical periods include: account/profile information for [1-3 years], transaction and billing records for [1-3 years] (or as required by law), and marketing preferences for [1-3 months] after your last interaction. Where fixed periods are not feasible, we apply criteria such as the nature and sensitivity of the data, the potential risk from unauthorized use or disclosure, and our legal obligations.

Confidentiality

We aim to keep the Personal Data that you share with us confidential. Please note that we may disclose such information if required to do so by law or in the good-faith belief that: (1) such action is necessary to protect and defend our rights or property or those of our users or licensees, (2) to act as immediately necessary in order to protect the personal safety or rights of our users or the public, or (3) to investigate or respond to any real or perceived violation of this Privacy Policy or of our Disclaimer, Terms and Conditions, or any other Terms of Use or agreement with us.

Passwords

To use certain features of the Website or its content, you will need a username and password. You are responsible for maintaining the confidentiality of the username and password, and you are responsible for all activities, whether by you or by others, that occur under your username or password and within your account. We cannot and will not be liable for any loss or damage arising from your failure to protect your username, password or account information. If you share your username or password with others, they may be able to obtain access to your Personal Data at your own risk.

You agree to notify us immediately of any unauthorized or improper use of your username or password or any other breach of security. To help protect against unauthorized or improper use, make sure that you log out at the end of each session requiring your username and password.

We will use our best efforts to keep your username and password(s) private and will not otherwise share your password(s) without your consent, except as necessary when the law requires it or in the good faith belief that such action is necessary, particularly when disclosure is necessary to identify, contact or bring legal action against someone who may be causing injury to others or interfering with our rights or property.

Security and Incident Response

We use administrative, technical, and physical safeguards designed to protect Personal Data from unauthorized access, disclosure, alteration, and destruction. Despite these measures, no method of transmission or storage is completely secure. If we discover a security incident affecting Personal Data, we will investigate and notify affected individuals and regulators as required by applicable law, describing the nature of the incident, the categories of information involved, steps we have taken, and guidance you can take to protect yourself.

How You Can Access, Update or Delete Your Personal Data

You have the right to:

1. Request information about how your Personal Data is being used and request a copy of what Personal Data we use.
2. Restrict processing if you think the Personal Data is not accurate, unlawful, or no longer needed.
3. Rectify or erase Personal Data and receive confirmation of the rectification or erasure. (You have the “right to be forgotten”).
4. Withdraw your consent at any time to the processing of your Personal Data.
5. Lodge a complaint with a supervisory authority if you feel we are using your Personal Data unlawfully.
6. Receive Personal Data portability and transference to another controller without our hindrance.
7. Object to our use of your Personal Data.
8. Not be subject to an automated decision based solely on automatic processing, including profiling, which legally or significantly affects you.

Your Privacy Choices

1. Marketing: Unsubscribe via links in our emails or manage preferences at [[email protected]].
2. Cookies/Targeted Ads: Manage via our Cookie Preferences tool; California residents may also enable Global Privacy Control in supported browsers.
3. Do Not Sell or Share: Exercise your rights at [[email protected]].
4. Limit Sensitive Personal Information: If applicable, use [[email protected]].

Appeals (Certain U.S. States)

If we deny your privacy request, you may appeal within 45 days by contacting [email protected] with “Privacy Appeal” in the subject line. We will provide a written explanation of our decision and how you may contact your state attorney general if you have concerns.

Unsubscribe

You may unsubscribe from our e-newsletters or updates at any time through the unsubscribe link at the footer of all email communications. If you have questions or are experiencing problems unsubscribing, please contact us at [email protected].

Security

We take commercially reasonable steps to protect the Personal Data you provide to us from misuse, disclosure or unauthorized access. We only share your Personal Data with trusted third parties who use the same level of care in processing your Personal Data as we do. That being said, we cannot guarantee that your Personal Data will always be secure due to technology or security breaches. Should there be a data breach of which we are aware, we will inform you immediately. See “Security and Incident Response” above for additional details.

Anti-Spam Policy

We have a no spam policy and provide you with the ability to opt-out of our communications by selecting the unsubscribe link at the footer of all e-mails. We have taken the necessary steps to ensure that we are compliant with the CAN-SPAM Act of 2003 by never sending out misleading information. We will not sell, rent or share your email address.

Third Party Websites

We may link to other websites on our Website. We have no responsibility or liability for the content and activities of any other individual, company or entity whose website or materials may be linked to our Website or its content, and thus we cannot be held liable for the privacy of the information on their website or that you voluntarily share with their website. Please review their privacy policies for guidelines as to how they respectively store, use and protect the privacy of your Personal Data.

Children’s Online Privacy Protection Act Compliance

We do not collect any information from anyone under 18 years of age in compliance with COPPA (Children’s Online Privacy Protection Act) and the CCPA (California Consumer Privacy Act). Our Website and its content are directed to individuals who are at least 18 years old or older. We do not knowingly sell or share Personal Information of individuals under 16 years of age. If we learn that we have collected Personal Information from a minor, we will delete it.

Notification of Changes

We may use your Personal Data, such as your contact information, to inform you of changes to the Website or its content, or, if requested, to send you additional information about us. We reserve the right, at our sole discretion, to change, modify or otherwise alter our Website, its content and this Privacy Policy at any time. Such changes and/or modifications shall become effective immediately upon posting our updated Privacy Policy. Please review this Privacy Policy periodically. Continued use of any of information obtained through or on the Website or its content following the posting of changes and/or modifications constituted acceptance of the revised Privacy Policy. Should there be a material change to our Privacy Policy, we will contact you via email or by a prominent note on our Website.

Data Controller and Processors

We are the data controllers as we are collecting and using your Personal Data. We use trusted third parties as our data processors for technical and organizational purposes, including for payments and email marketing. We use reasonable efforts to make sure our data processors are compliant with applicable privacy laws.

EU/EEA/UK Privacy Notice (GDPR/UK GDPR)

1. Controller: Portman Group LLC, 790 N Milwaukee Suite 302, Milwaukee, WI 53202, USA; contact: [[email protected]].
2. EU/UK Representative (if applicable): [[email protected]].
3. Data Protection Officer (if applicable): [[email protected]].

4. Purposes and Lawful Bases: We process Personal Data to: provide and improve our services and Website (contract, legitimate interests); communicate, including sending marketing (consent or legitimate interests, with the ability to opt out); ensure security and prevent fraud (legitimate interests); comply with legal obligations (legal obligation); establish, exercise, or defend legal claims (legitimate interests).
5. Recipients/Categories: Hosting and cloud providers, payment processors, analytics providers, advertising partners, customer support/CRM tools, affiliates, and professional advisors.
6. Retention: See “Retention Periods” above for typical timeframes and criteria.
7. International Transfers: Where we transfer Personal Data outside the EEA/UK, we rely on adequacy decisions or Standard Contractual Clauses and apply supplementary measures as appropriate. Contact us to obtain a copy of the relevant safeguards.
8. Your Rights: Access, rectification, erasure, restriction, portability, objection (including to marketing), and the right to withdraw consent at any time without affecting the lawfulness of processing based on consent before withdrawal. You may lodge a complaint with your local supervisory authority (e.g., the Irish Data Protection Commission or the UK Information Commissioner’s Office). We do not use automated decision-making that produces legal or similarly significant effects.

California Privacy Rights (CCPA/CPRA)

This section applies to California residents and supplements the information elsewhere in this Privacy Policy.

1. Categories Collected: In the preceding 12 months, we have collected the following categories of Personal Information: identifiers (e.g., name, email, IP address); customer records; commercial information; internet or network activity; geolocation data (approximate); inferences; and professional information. Sources include you, your devices, our service providers, and partners.
2. Business/Commercial Purposes: To provide and improve services; process transactions; security and fraud prevention; debugging; analytics; marketing and advertising; and compliance.
3. Disclosures for Business Purposes: We disclose Personal Information to service providers and contractors (hosting, payment processing, analytics, marketing/advertising, customer support/CRM, webinar platforms), affiliates, and professional advisors. We may disclose Personal Information in connection with corporate transactions.
4. Sale/Sharing: We do not sell Personal Information for money. We may “share” Personal Information for cross-context behavioral advertising as defined by CPRA. You may opt out by using our “Do Not Sell or Share My Personal Information” link at [[email protected]] or by enabling a browser-based Global Privacy Control signal, which we honor.
5. Sensitive Personal Information: We do not use or disclose Sensitive Personal Information for purposes other than those permitted by CPRA. If this changes, you may limit such use via our “Limit the Use of My Sensitive Personal Information” link at [[email protected]].
6. Your California Rights: Right to know/access, correct, delete, opt out of sale/share, limit the use and disclosure of Sensitive Personal Information, and non-discrimination. Submit requests at [[email protected]] or by calling [[email protected]]. We will verify your request using reasonable methods and respond within 45 days (extendable by 45 days where permitted). Authorized agents may submit requests with proof of authorization and identity verification. We cover at least the preceding 12 months and up to 24 months where required.

Automated Decision-Making and Profiling

We do not use automated decision-making that produces legal or similarly significant effects about you. We may use limited profiling for marketing and analytics, which you can opt out of via our Cookie Preferences tool or the choices described above.

If you have any questions about this Privacy Policy, please contact us at [email protected] or by mail at Portman Group LLC, 790 N Milwaukee Suite 302, Milwaukee, WI 53202.

Last Updated: December 11, 2025 [LAST UPDATED DATE]