Privacy Policy

Last Updated: October 7, 2026

The Advisory Bench (“The Advisory Bench,” “we,” “us” or “our”) respects your privacy and is committed to protecting the personal information entrusted to us.

This Privacy Policy explains how we collect, use, disclose and protect personal information when you visit advisorybench.us, communicate with us, request information, schedule a consultation, subscribe to communications, register as an advisor, participate in an event or otherwise interact with The Advisory Bench.

This Privacy Policy applies to our website and our related business communications and services. It does not apply to third-party websites or services that we do not control.

Information We Collect

The information we collect depends on how you interact with The Advisory Bench.

Information You Provide Directly

We may collect information that you voluntarily provide to us, including:

• Name
• Email address
• Telephone number
• Company or organization name
• Job title or professional role
• Mailing address
• Information submitted through contact or inquiry forms
• Information provided when requesting or scheduling a consultation
• Information provided when subscribing to newsletters or other communications
• Information provided when registering for an event, webinar or other program
• Information provided when registering or expressing interest in serving as an advisor
• Professional background, experience, expertise and other career-related information you choose to provide
• Information contained in emails, telephone calls or other communications with us
• Information concerning your company, business needs or professional interests that you choose to share with us
• Any other information you voluntarily provide

The Advisory Bench does not currently provide website user accounts or allow visitors to create accounts or log in using Google, Facebook, LinkedIn or other social-media services.

Information We May Receive From Other Sources

In the course of operating our business, identifying advisors, recruiting leadership talent or developing business relationships, we may receive professional or business contact information from sources such as:

• Referrals
• Clients and advisors
• Business partners
• Professional contacts
• Publicly available business and professional sources
• Third-party service providers

The information we receive may include a person's name, company, position, professional background and business contact information.

Information Collected Automatically

When you visit our website, we or service providers working on our behalf may automatically collect certain technical and usage information, such as:

• Internet Protocol (IP) address
• Browser type and version
• Device type
• Operating system
• Pages viewed
• Links clicked
• Date and time of visits
• Time spent on pages
• Referring website or source
• General geographic information derived from an IP address
• Other website usage and diagnostic information

This information may be collected through cookies, web analytics and similar technologies.

How We Use Information

We may use personal information to:

• Respond to questions, inquiries and requests
• Communicate with prospective and current clients
• Provide information about The Advisory Bench and our services
• Schedule consultations and meetings
• Understand a company's needs, challenges and goals
• Develop, build and manage advisory boards
• Identify and evaluate potential advisors
• Communicate with individuals interested in serving as advisors
• Support executive, leadership and other recruiting activities
• Identify individuals whose professional experience may be relevant to a client or engagement
• Register and communicate with participants in webinars, events and other programs
• Send newsletters, invitations, company updates and other communications
• Maintain and develop professional and business relationships
• Operate, maintain and improve our website
• Understand how visitors use our website
• Evaluate the effectiveness of our communications and marketing
• Maintain internal business, administrative and relationship records
• Protect the security and integrity of our website, systems and business
• Detect or prevent fraudulent, unauthorized or unlawful activity
• Comply with applicable legal and regulatory requirements
• Establish, exercise or defend legal rights
• Carry out another purpose disclosed when information is collected or with your consent

Confidential Business Information

The nature of our work may involve discussions about companies, business challenges, leadership needs, strategic priorities and other non-public information.

The Advisory Bench takes the confidentiality of client and business information seriously and uses reasonable measures to protect information entrusted to us.

This Privacy Policy primarily addresses personal information. Additional confidentiality obligations may also apply under client agreements, nondisclosure agreements or other contractual arrangements.

Newsletters and Marketing Communications

If you subscribe to our newsletter, register for an event, request information or otherwise establish a business relationship with The Advisory Bench, we may send you communications about:

• Advisory Bench services
• Events and webinars
• Insights and educational content
• Company news
• Relevant programs or opportunities
• Other business information we believe may reasonably be of interest to you

You may unsubscribe from marketing emails at any time by using the unsubscribe link included in an email or by contacting us at buildmybench@advisorybench.us.

Unsubscribing from marketing communications does not prevent us from sending communications necessary to respond to a request, administer an existing business relationship or provide requested services.

Advisor and Recruiting Information

The Advisory Bench builds advisory boards and may also assist companies with executive and leadership recruiting.

If you register as an advisor, are referred to us, are considered for an advisory or leadership opportunity or otherwise communicate with us regarding a professional opportunity, we may collect and use information concerning your:

• Professional experience
• Employment history
• Industry expertise
• Leadership experience
• Professional interests
• Current or previous organizations
• Business contact information
• Other professional qualifications or information you provide

We may use this information to evaluate your potential fit for an advisory board, leadership opportunity, client need or other professional engagement.

Where appropriate, relevant professional information may be shared with a client or prospective client in connection with evaluating a potential advisory, recruiting or business relationship.

We do not use registration as an advisor to create a social-media account or obtain your social-media contact lists.

Events and Joint Programs

The Advisory Bench may occasionally offer webinars, educational programs, events or other activities with another organization.

When you register for a jointly offered program, we may share information necessary to administer that program with the participating organization.

Where appropriate, we will identify the involvement of another organization at or before the time you provide your information.

Cookies and Similar Technologies

Our website may use cookies and similar technologies to operate the site, understand website traffic and improve the website experience.

Cookies are small files stored on your device by your browser.

Cookies or similar technologies may be used to:

• Support basic website functionality
• Remember visitor preferences
• Understand website traffic
• Measure how visitors interact with pages and content
• Analyze website performance
• Help us understand the effectiveness of marketing and communications

Most browsers allow you to control, block or delete cookies through browser settings.

Disabling certain cookies may affect the functionality of portions of the website.

Third-party service providers may also use cookies or similar technologies in connection with services they provide to us and may process information according to their own privacy policies.

Analytics

We may use website analytics tools or service providers to help us understand how visitors find and use our website.

These services may collect technical information such as IP addresses, browser and device information, referring sources, pages visited and website interaction data.

We use this information to understand website traffic, evaluate site performance and improve our content and services.

Social Media

The Advisory Bench maintains or may maintain profiles on third-party social-media platforms.

If you interact with The Advisory Bench through a social-media platform, information relating to that interaction is also subject to the privacy practices and terms of the applicable platform.

Links from our website to social-media platforms do not mean that The Advisory Bench controls how those platforms collect or use personal information.

The Advisory Bench does not currently offer social-media login or registration for its website.

How We Share Personal Information

We do not sell personal information for monetary compensation.

We may disclose personal information as reasonably necessary in the following circumstances.

Service Providers

We may provide information to companies or individuals that perform services on our behalf, such as providers supporting:

• Website hosting and maintenance
• Email delivery and communications
• Contact and relationship management
• Data storage
• Website analytics
• Scheduling
• Event and webinar administration
• Marketing operations
• Information technology
• Administrative services
• Professional services

These providers may process information only as necessary to perform services for us and subject to applicable contractual and legal obligations.

Clients and Prospective Clients

When appropriate to our advisory-board, recruiting or related services, we may share relevant professional information about a potential advisor, executive or other professional with a client or prospective client for the purpose of evaluating a potential business or professional relationship.

Event and Program Partners

If you register for a program or event offered jointly with another organization, we may provide information reasonably necessary to administer that program to the participating organization.

Legal Requirements

We may disclose information if we reasonably believe disclosure is necessary to:

• Comply with applicable law or regulation
• Respond to a subpoena, court order or other lawful request
• Cooperate with government or law-enforcement authorities
• Establish, exercise or defend legal rights
• Protect The Advisory Bench, our clients or others against fraud, unlawful activity or security threats

Business Transactions

If The Advisory Bench is involved in a merger, acquisition, financing, reorganization, sale of assets or similar business transaction, personal information may be transferred as part of that transaction subject to applicable law.

With Your Direction or Consent

We may disclose information when you request, authorize or consent to the disclosure.

Sale and Sharing of Personal Information

The Advisory Bench does not sell personal information for monetary compensation.

Some state privacy laws define “sale” or “sharing” more broadly and may include certain disclosures involving advertising, analytics or similar technologies even when no money is exchanged.

If our use of a technology constitutes a sale or sharing of personal information under an applicable privacy law, we will provide any opt-out rights or mechanisms required by that law.

Data Retention

We retain personal information only for as long as reasonably necessary for the purposes for which it was collected and for legitimate business and legal purposes.

The appropriate retention period may depend on:

• The nature of the information
• The purpose for which it was collected
• The duration of a client, advisor or business relationship
• Applicable contractual obligations
• Recordkeeping requirements
• Legal or regulatory requirements
• The need to resolve disputes or protect legal rights

We may retain certain information after a relationship has ended when reasonably necessary for these purposes.

Data Security

The Advisory Bench uses reasonable administrative, technical and organizational safeguards designed to protect personal information against unauthorized access, use, disclosure, alteration or destruction.

However, no method of transmission over the Internet and no electronic storage system can be guaranteed to be completely secure.

Accordingly, we cannot guarantee the absolute security of information transmitted to or maintained by us.

Your Privacy Rights and Choices

Depending on where you live and the laws that apply, you may have rights regarding personal information we maintain about you.

These may include the right to:

• Request access to personal information
• Request information about the categories of information we collect
• Request information about how personal information is used or disclosed
• Request correction of inaccurate personal information
• Request deletion of certain personal information
• Request a portable copy of certain information
• Object to or restrict certain processing
• Opt out of certain types of sale, sharing or targeted advertising
• Withdraw consent when processing is based on consent
• Appeal certain decisions regarding a privacy request
• Opt out of marketing communications

These rights are subject to applicable law, exemptions and verification requirements.

To exercise a privacy right, contact us at:

buildmybench@advisorybench.us
(888) 898-3745

We may need to verify your identity before responding to a request. If someone submits a request on your behalf, we may also require reasonable proof that the person is authorized to act for you.

We will respond to verified requests within the time required by applicable law.

California Privacy Notice

This section provides additional information for California residents to the extent California privacy law applies.

Categories of Personal Information

Depending on your interaction with The Advisory Bench, we may collect the following categories of personal information:

Identifiers, such as name, business address, email address, telephone number, IP address and similar identifiers.

Professional or employment-related information, such as employer, position, professional background, work history, expertise, experience and other information submitted in connection with an advisor or leadership opportunity.

Internet or electronic network activity, such as browser information, pages visited, referring sources and interactions with our website.

Commercial or business-relationship information, such as records of inquiries, services requested, client relationships, registrations and interactions with The Advisory Bench.

General geolocation information, such as an approximate location derived from an IP address.

Other information you voluntarily provide, including information contained in forms, emails, telephone conversations and other communications.

We do not intentionally collect sensitive personal information such as Social Security numbers, biometric identifiers or precise geolocation information through the ordinary operation of our public website.

Sources of Personal Information

We may obtain personal information:

• Directly from you
• Automatically through our website
• From referrals or professional contacts
• From clients, advisors and business partners
• From publicly available professional or business sources
• From service providers supporting our business

Purposes for Collection

We use these categories of information for the purposes described throughout this Privacy Policy, including providing services, communicating with clients and prospective clients, identifying advisors and leadership talent, administering events, maintaining business relationships, operating our website and protecting our legal and business interests.

California Privacy Rights

Subject to applicable law and exceptions, California residents may have the right to request that we:

• Disclose the categories and specific pieces of personal information we have collected about them
• Disclose categories of sources from which personal information was obtained
• Disclose the business or commercial purposes for collecting personal information
• Disclose categories of third parties to whom information has been disclosed
• Correct inaccurate personal information
• Delete certain personal information
• Provide certain personal information in a portable format
• Honor applicable rights to opt out of the sale or sharing of personal information

We will not discriminate against an individual for exercising an applicable privacy right.

California residents may submit requests by contacting:

buildmybench@advisorybench.us
(888) 898-3745

The availability of particular California privacy rights depends on the applicable law and whether its statutory requirements apply to The Advisory Bench.

Other U.S. State Privacy Rights

Residents of certain other U.S. states may have similar rights under applicable state privacy laws.

Depending on the law that applies, those rights may include access, correction, deletion, portability, opt-out and appeal rights.

Requests may be submitted using the contact information provided below.

International Visitors

The Advisory Bench is based in the United States.

If you access our website or communicate with us from outside the United States, your information may be transferred to, stored or processed in the United States or in other jurisdictions in which our service providers operate.

Privacy and data-protection laws in those jurisdictions may differ from those in your country.

If applicable law provides you with additional privacy rights, you may contact us using the information below to exercise those rights.

Children's Privacy

The Advisory Bench provides business and professional services. Our website and services are not directed to children under 13.

We do not knowingly collect personal information from children under 13.

If we learn that personal information from a child under 13 has been collected through our website, we will take reasonable steps to delete it.

If you believe a child has provided personal information to The Advisory Bench, please contact buildmybench@advisorybench.us.

Third-Party Websites and Services

Our website may contain links to websites, applications or services operated by third parties.

The Advisory Bench does not control and is not responsible for the privacy, security or content practices of third-party websites or services.

When you leave our website or use a third-party service, the privacy policy and terms of that third party apply.

We encourage you to review the privacy policies of third-party services before providing personal information.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our services, website, business practices, technology or applicable law.

When we update this policy, we will revise the Last Updated date at the top of the page.

Changes become effective when the revised Privacy Policy is posted unless otherwise stated.

We encourage you to review this Privacy Policy periodically.

Contact Us

If you have questions about this Privacy Policy, our privacy practices or personal information maintained by The Advisory Bench, or if you would like to exercise an applicable privacy right, please contact:

The Advisory Bench
PO Box 10485
Jackson, WY 83002

Phone: (888) 898-3745
Email: buildmybench@advisorybench.us
Website: advisorybench.us