Health Management Associates, Inc. and Affiliates — Comprehensive Privacy Policy
Effective date: September 12, 2025Who We Are
This Privacy Policy (“Policy”) explains how Health Management Associates, Inc. (“HMA,” “we,” “us,” or “our”) and our related companies, including our subsidiaries and affiliates, collect, use, disclose, share, and protect your personal information when you use our websites (like healthmanagement.com, and any other sites linking to this Policy), mobile apps, marketing materials, events, and other online services (the “Services”). This Policy does not apply to information we handle on behalf of our clients under a contract, (e.g. consulting engagements. In those cases, we follow the rules in the specific contracts or agreements we have with those clients, or when applicable, Business Associate Agreements, not this Policy. The HMA Family of Companies currently includes 720 Strategies, Burns & Associates, Crestline Advisors, Leavitt Partners, Lovell Communications, State of Reform, and Wakely Consulting Group, along with any future partners or companies that join us. We may update this list from time to time.Notice of Data Collection
We collect information to make our website and Services work smoothly and to provide you with a better experience. This includes data required to manage your account, process transactions, and keep our website running properly. For example, we may use cookies (i.e., small files stored on your device) to remember things like your language or time zone preferences, track how you use our site, and show you personalized ads. For a full list of the data we collect and what it’s used for, see the chart titled “Data Collection Categories” in Appendix A of this Privacy Policy, which also includes a summary of our practices in relation to California CCPA and CPRA. We use the Data Collection Categories for the purposes stated and retain them as long as needed for the listed purposes or as required by law.You Can Opt-Out
You can choose to opt out of non-essential cookies, (e.g. for personalized ads, analytics, or marketing emails. If you’re a California resident, you can also opt out of sharing your personal information for targeted advertising. Selecting “Decline All” in our Cookie Settings turns off non-essential cookies and related cross-context behavior advertising via cookies. You can also use the Do-Not-Sell or Share My Personal Information link to opt out of other sharing covered by applicable law. We collect information necessary to operate our Sites and Services. For non-essential features (e.g. personalized ads), we seek your consent or provide opt-outs as applicable.Definitions
- “Affiliate” means a related company that works with Health Management Associates, Inc. and follows the same rules for handling personal information. These companies may share or process your data as part of our services, and we may update our list of affiliates as new ones join.
- “Aggregated data” means personal information combined from many people to show trends or patterns, without identifying any individual.
- “Authorized agent” is a person or company you give permission to act on your behalf to make requests about your personal information, such as asking to see, correct, or delete it. They need to show proof of your approval, like a signed document, and we may verify your identity to ensure the request is legitimate.
- “De-identified Data” means personal information that has had personal details removed, like names, addresses, or Social Security numbers, so it can no longer be linked to a specific person.
- “Cookies” are small text files that a website saves on your computer or phone when you visit it. They help the website work better, by remembering your settings or keeping you logged in.
- “Debugging” is the process of finding and fixing errors or problems in a computer program, website, or software to make it work correctly. It’s like troubleshooting to spot what’s causing issues, such as broken features or crashes, and then correcting them.
- “HIPAA” or the Health Insurance Portability and Accountability Act, is a U.S. law that protects the privacy and security of people’s health information. It sets rules for how doctors, hospitals, health plans, and their business partners handle sensitive data, like medical records, to keep it safe and private.
- “IP Address” means a unique number given to your device (like a computer or phone) when it connects to the internet. It’s like an address that helps websites know where to send information.
- “Protected Health Information” (“PHI”) any information about a person’s health, medical care, or payment for medical care that can identify them, such as their name, address, or medical records, as defined by the U.S. Department of Health and Human Services (HHS) under the Health Insurance Portability and Accountability Act (HIPAA).
- “Personal Information” (“PI”) means information that identifies, relates to, describes, or could reasonably be linked to a particular consumer or household, or, in the EU/UK, a natural person (“data subject”).
- “Process” or “processing” means any operation performed on PI, such as collection, use, disclosure, storage, deletion, or transfer.
- “Sale” and “Share” have the meanings given in the California Consumer Privacy Act (as amended by the CPRA). Generally, “sale” includes exchanging PI for valuable consideration and “share” includes disclosure for cross-context behavioral advertising.
- “Service Provider/Processor” means a vendor that processes PI on our behalf under a written contract; “Third Party” means an entity that processes PI for its own purposes.
- “SMS” stands for Short Message Service, which is just a fancy term for regular text messages that people send and receive on their phones.
- “TCPA” stands for the Telephone Consumer Protection Act, a U.S. law that protects consumers from unwanted telemarketing calls, texts, and faxes. It limits things like using automated systems to make calls or send texts, and it requires companies to get your permission before contacting you this way.
Types of Information We Collect
Information you provide: We may collect personal details you share with us, such as your name, business email, phone number, job title and employer, event registrations, newsletter preferences; paid subscriptions (e.g., HMAIS subscriptions), payments and files/content you upload or submit, such as through forms or emails. Do not submit any Protected Health Information (PHI) through general website forms.
Information from your organization or partners: We may receive business-related information such as leads from other companies, conference attendee lists, referrals, or third-party data, such as enrichment data (e.g., industry, role, and interests).
Automatically collected information: While some cookies that are necessary for a website to operate may automatically be active, if you allow cookies, we may collect device and usage data (e.g., IP address, device/browser, pages viewed, timestamps, referring URLs) and use cookies, pixels, SDKs, and tags for analytics, personalization, measurement, A/B testing, advertising, and security (e.g., Google reCAPTCHA) on certain forms. You may change your cookie preferences at any time.
Public sources: We may gather information from publicly available sources such as websites, government publications, professional profiles, and industry databases.
De‑identified/aggregated data: We may create and use de-identified or aggregated data and will not attempt to re-identify it except as permitted by law.
How We Use Your Personal Information (Purpose)
To Operate Our Services: We may use your information to provide and manage our services, including delivering content, managing your accounts or subscriptions (like HMAIS subscriptions), processing payments, offering support, and communicating with you.
To Improve and Secure Our Services: We may use your data for activities like debugging, analyzing performance, and tracking how well the website works. We also may use it to detect security threats and prevent fraud.
For Marketing and Personalization: We may use your information to send you emails, including as part of e-mail campaigns, invite you to events, create custom audience groups, create cross-device and cross-site measurements, and cross-context behavioral advertising, subject to your preferences.
For Recruiting & HR: If you apply for a job, we use your information to evaluate your application.
For Compliance and Legal Matters: We use your information to conduct audits, enforce our terms and policies, respond to legal requests, and handle legal issues or regulatory matters.
For Corporate Transactions: In the event of a merger, acquisition, financing, or sale of assets, your data may be used as part of those business transactions.
How We Share Personal Information
HMA Affiliates: We may share your information with other companies we’re connected to, such as our affiliates, subsidiaries and parent companies, for central operations (including cross-brand insights, managing our operations, analyzing data, improving our products, and coordinated marketing across different brands). You can choose to opt out of marketing and the sale or sharing of your data.
Service Providers/Processors: These are companies that help us with things like hosting, security, analytics, reCAPTCHA, email/SMS services, marketing, form building, event tools, payment processing, customer support, and session recording, bound by contracts limiting use to our purposes.
Advertising/Analytics Partners: We share information with these companies to measure campaigns, create and serve ads, and help us analyze data (this might be considered a “sale” or “share” of data under California law, but you can opt out if you want).
Professional Advisors and Legal: We may share your information with our lawyers, auditors, and insurers for legal or business-related purposes, including to prevent fraud and security incidents, protect rights, and business transfers as part of mergers, acquisitions, or other corporate events.
Authorities: We may share information if required by law or to protect rights, privacy, safety, or property, or to detect and prevent fraud or security risks.
Cookies, Pixels, and Similar Technologies
We use different types of technologies and categories commonly labeled: (1) Strictly Necessary (operation/security); (2) Functional (Preferences); (3) Analytics (Usage/diagnostics); (4) Advertising/retargeting, and in some instances (5) Unclassified (Non-Essential) on our site. Here’s what we collect and why:
- Strictly Necessary Cookies: These are needed for the website to work, like letting you log in or manage your account (i.e., essential cookies that cannot be turned off).
- Functionality Cookies: These remember your preferences, like language or time zone, to make your experience more personal (i.e., nonessential cookies that can be turned off).
- Performance Cookies: These help us see how people use our site so we can make it better. They don’t directly identify you (i.e., nonessential cookies that can be turned off).
- Advertising or Targeting Cookies: These help us show you ads that match your interests (i.e., nonessential cookies that can be turned off).
- Unclassified Cookies: Some cookies are still being reviewed to determine their exact impact and may relate to ads or session management. Unclassified cookies are cookies that do not belong to any other category or are in the process of categorization. (i.e., nonessential cookies that can be turned off).
Your choices: You may manage, via our Cookie Preferences tool or preferences settings which cookies are functional, and you may manage via your browser or device which cookies you accept. We also use commercially reasonable efforts to honor your preferences communicated via the Global Privacy Control (GPC) and other legal opt-out signals (like the Colorado Universal Opt-Out Mechanism). However, we do not currently respond to “Do Not Track” (DNT) signals because there is no standard way to handle them.
Third-Party Analytics and Advertising Technologies
We may use technologies from other service providers to help us understand how people use our site, measure the effectiveness of our ads, and show you more personalized content. These tools may collect data like your IP address, device details, browser type, which pages you visit, and more.
Some of the service providers we work with include: Google Analytics, Google Ads, LinkedIn, Facebook/Instagram (Meta Pixel), Microsoft Ads, Twitter, Pinterest, Reddit, HubSpot, Salesforce, Hotjar, Crazy Egg, and others, however, the specific providers may change over time.
Website Interactions, Recordings, and Monitoring Disclosures
We use tools to communicate with you on our website and understand how you use it, including to protect our Services, prevent fraud and improve user experience. This includes:
Emails and Messages: If you sign up for our newsletters, fill out forms, or contact us, we may send you emails or messages (like SMS) about our services, events, or updates. You can opt out of marketing emails anytime using the “unsubscribe” link or by contacting us. However, even if you unsubscribe, we may still send you emails regarding the Services we perform.
Session Recordings: We may use tools like session replay to record how you move through our website (e.g., clicks, scrolling, or page visits). These tools help us improve the website but are set up to avoid capturing sensitive information, like passwords or payment details. For example, we may monitor and log metadata about web requests and form submissions (e.g. IP address, timestamps, URL, and use sessions-replay/interaction analytics. Where required, we obtain consent before enabling such tools via our cookie banner.
Monitoring for Legal Compliance: In some cases, we may monitor or record website interactions to comply with laws or protect against fraud, as allowed under privacy laws (like rules about wiretapping or tracking). We only do this when required and follow strict legal guidelines to protect your privacy.
You can control some of these tools through our Cookie Preferences tab at the bottom of our website, and if required by law or regulations, we will let you know how we monitor or use your information.
TCPA/Telemarketing & SMS Disclosures
If you give us your mobile number and agree, we (and our affiliates) may contact you by phone call or text message for marketing or informational purposes. We may use an autodialer or prerecorded voice.
Consent is not required to purchase goods/services. Message & data rates may apply; message frequency varies. You may opt out at any time by replying STOP (to end) or HELP (for help). We maintain records of consent and opt‑outs as required by law and comply with applicable Do‑Not‑Call obligations.
HIPAA and Our Role as a Business Associate
HMA is a consulting company and usually not a HIPAA “covered entity” (like a doctor or health plan). Please don’t send Protected Health Information (PHI), like medical records, through our website forms. We do not intend our public website, forms, or marketing tools to receive PHI. If you believe you may need to send PHI, please contact us for a secure transmission method. If we receive PHI while working for a covered entity, we generally receive such information under a contractual agreement, such as under a Business Associate Agreement (BAA), and we handle that data according to the BAA, not this Privacy Policy. When HMA acts as a Business Associate, we comply with all HIPAA requirements, including administrative, physical, and technical safeguards; minimum necessary use and disclosure; and breach-notification obligations. Where applicable, individuals retain their HIPAA rights of access and amendment, as described in the Notice of Privacy Practices of the relevant covered entity.
Your Privacy Choices and Rights (U.S. State Laws)
Depending on where you live (e.g., CA, CO, CT, VA, UT, OR, TX, MT, DE, IA, TN, IN, etc.), you may have rights to access/know, correct, delete, data portability, and to opt out of targeted advertising, sale/share, and certain profiling. California residents may request to limit use/disclosure of Sensitive PI. You may use an authorized agent; we will verify identity/authority and may request a signed declaration where permitted. If we deny a request, you may appeal; we will respond within required timelines. We will not discriminate for exercising your rights. We do not offer financial incentives at this time; if we do, we will provide a Notice of Financial Incentive.
Authorized agents & verification: You can have someone else (an authorized agent) make these requests for you. But we’ll need to verify both your identity and the agent’s authorization before we can fulfill the request. In some cases, we may ask for a signed statement confirming your request under penalty of perjury.
Appeals: If we reject your request, you can appeal. We’ll explain how to do this when we respond to your request.
Non-discrimination: We won’t treat you unfairly for exercising your privacy rights. Right now, we don’t offer any financial incentive programs, but if we ever do, we will provide clear notice of how that works.
We may disclose identifiers, internet/network activity, and inferences to advertising/analytics partners for measurement and cross‑context behavioral advertising, which may constitute a “sale” or “share” under California law. You can opt out at any time using our Do Not Sell/Share controls or by enabling GPC. We do not knowingly sell or share PI of consumers under sixteen (16).
EU/EEA/UK/Switzerland (GDPR) Disclosures
Health Management Associates, Inc. is based in Michigan, United States, and provides services primarily within North America. We do not offer goods or services to individuals in the European Economic Area (EEA), the United Kingdom (UK), or Switzerland, nor do we monitor their behavior within the meaning of Article 3 of the EU General Data Protection Regulation (GDPR) or UK GDPR.
Because our processing of personal data is occasional, does not include large-scale processing of special categories of data, and does not otherwise create a risk to the rights and freedoms of individuals in the EEA/UK/Switzerland, we are not required to appoint an EU or UK representative under Article 27 of the GDPR or UK GDPR.
If this changes in the future—for example, if we begin to target or monitor individuals in the EEA/UK/Switzerland—we will update this Privacy Policy and appoint a representative as required by law.
You have rights to access, rectification, erasure, restriction, portability, and objection; you may withdraw consent without affecting prior processing. For transfers outside the EEA/UK/CH, we rely on Standard Contractual Clauses and appropriate safeguards.
Canada (PIPEDA) and Other Non‑S. Jurisdictions
If you are in Canada, you have rights of access and correction and may withdraw consent to the extent permitted by law. We process PI in the U.S. and other countries; by using the Services, you consent to such transfers, subject to applicable law.
Washington “My Health My Data” (when applicable)
If our web properties collect “consumer health data” as defined by Washington law (e.g., interactions with wellness content), you may have additional rights. Where applicable, we will present a Consumer Health Data Notice and obtain any required consent for collection, use, and sharing.
Nevada Privacy Rights
Nevada residents may opt out of the sale of certain covered information. To submit a request, use the methods in Section 20.
Children’s Privacy
Our Services are not directed to children under thirteen (13), and we do not knowingly collect PI from children. We also do not knowingly sell or share PI of consumers under sixteen (16).
Data Security
We maintain reasonable administrative (e.g., policies, procedures, and training), technical (e.g., encryption), and physical safeguards (secure data centers) appropriate to the nature of the PI (e.g., TLS in transit, role‑based access, encryption for certain data, vendor due diligence, logging/monitoring, secure development). No method of transmission or storage is completely secure.
Security Incident and Breach Response
HMA maintains a written incident-response and breach-notification plan consistent with HIPAA, applicable U.S. state data-breach laws, and the EU/UK GDPR (Articles 33–34). In the unlikely event of a security incident that compromises personal information or Protected Health Information, HMA will investigate promptly, mitigate potential harm, and notify affected individuals and regulators as required by law and contractual obligations.
Data Retention
We retain PI only as long as necessary for the purposes described or as required by law, then delete or de‑identify it.
International Data Transfers
If you access our Services from outside the United States, your data may be transferred to and processed in the U.S. and other countries with different data protection laws. Where required, we implement appropriate transfer mechanisms (e.g., SCCs).
Automated Decision‑Making
We do not engage in solely automated decision‑making that produces legal or similarly significant effects about individuals. We may use automated tools for audience segmentation and marketing analytics; you may opt out of targeted advertising as described above.
Use of Automated Tools and AI/ML Analytics
We may use limited automated tools, including machine-learning (AI/ML) algorithms, to perform analytics, improve website performance, and personalize marketing content (for example, recommending resources or tailoring email outreach). These activities do not involve solely automated decisions that produce legal or similarly significant effects on individuals.
Where required by law (such as GDPR Articles 21–22 or applicable U.S. state privacy laws), you may object to this type of processing or opt out of targeted advertising by following the instructions in the Your Privacy Choices and Rights section or by contacting us using the details in Contact Us.
Data Governance, DPIAs, and Vendor Management
We maintain a data inventory and perform vendor assessments appropriate to risk. Where required, we conduct Data Protection Impact Assessments (DPIAs) for high‑risk processing (e.g., certain profiling or new tracking technologies). Vendors processing PI on our behalf are bound by written contracts with confidentiality, security, and data‑use restrictions.
Vendors and Subprocessors
To deliver our Services, HMA engages carefully selected service providers (“processors” or “subprocessors”) that perform functions such as hosting, analytics, email delivery, payment processing, and marketing support. These vendors are bound by written contracts that include confidentiality, data-security, and data-use limitations consistent with applicable privacy laws.
Upon request, HMA will provide a current list of its key processors and subprocessors, including the nature of the services they provide and the jurisdictions in which they process data.
Changes to This Policy
We may update this Policy. The Effective date will reflect the latest version. Material changes will be highlighted for a reasonable time. We will retain prior versions in an archive available upon request.
Contact Us
Email: [email protected]
Mail: 2501 Woodlake Circle, Suite 100, Okemos, MI 48864
Toll‑free: 800-678-2299
Data Subject Request: [email protected]
EU/UK Representative: [email protected]
Chief Compliance Officer: [email protected]
Exhibit A — Cookie & Tracking Technologies Policy
Last updated: [November 12, 2025]
This Exhibit A (the “Cookie Policy”) explains how Health Management Associates, Inc. and its affiliates (the “HMA Family of Companies”, collectively “HMA”) use cookies, pixels, tags, SDKs, local storage, session‑replay, and related technologies (collectively, “Cookies”) on healthmanagement.com, hmais.healthmanagement.com, and any other websites or online services that link to this Cookie Policy (the “Sites”). It describes what these technologies are, why we use them, and how you can control them via our Consent Management Platform (CMP), your browser, and mobile settings.
This Cookie Policy is part of and supplements HMA’s Privacy Policy. Capitalized terms not defined here have the meanings given in the Privacy Policy. Where laws differ by jurisdiction, HMA will apply the stricter requirement.
- Key Definitions
- “Cookies” means text files or code snippets placed on a device to store or access information, including HTTP cookies, HTML5 local storage, SDKs, pixels/tags, beacons, and similar technologies.
- “CMP” means our Consent Management Platform that collects and stores your consent preferences and signals them to downstream vendors.
- “CCBA” means cross‑context behavioral advertising (sometimes called interest‑based or targeted advertising).
- “GPC” means Global Privacy Control, a user‑enabled, browser‑based universal opt‑out signal recognized by applicable laws.
- Legal Basis & Where This Policy Applies
- United States: Depending on your state, non‑essential Cookies used for targeted advertising or certain analytics may constitute a “sale” or “share.” HMA honors GPC where required and provides a Do Not Sell or Share mechanism and per‑category controls in the CMP.
- EU/EEA/UK/CH: Under the ePrivacy rules (e.g., EU ePrivacy Directive and UK PECR) and GDPR/UK GDPR, non‑essential Cookies require prior consent. The CMP presents granular purposes and vendors and records consent. Strictly necessary Cookies may be set without consent.
- Why We Use Cookies
- Ensure site operation and security (strictly necessary).
- Remember choices and improve functionality (functional).
- Measure usage and performance; perform diagnostics and session‑replay for quality and security (analytics).
- Deliver and measure advertising, personalize content, create/maintain audiences, and prevent fraud (advertising & measurement).
- Categories of Cookies
- Strictly Necessary: Core functionality, security, load balancing, session management, bot detection (e.g., Google reCAPTCHA); cannot be switched off in our systems but you can block in your browser, which may break the site.
- Functional: Remember preferences and improve forms or features (e.g., remembering region/language).
- Analytics: Traffic measurement, diagnostics, session‑replay/UX analytics (e.g., GA4, Hotjar/FullStory), with privacy controls enabled.
- Advertising & Measurement: Ad delivery, measurement, frequency capping, CCBA audiences and remarketing (e.g., Google Ads, LinkedIn Insight Tag, Meta Pixel, Microsoft Advertising UET).
Vendors and Technologies We May Use (inclusive list)
We use third-party analytics, advertising, measurement, and security technologies to understand usage patterns, deliver and measure ads, personalize content, and protect our Sites. These may include analytics platforms, advertising networks, customer data platforms, tag managers, session-replay tools, and similar services. The specific providers we use may change over time, and you can view or manage your preferences through our Cookie Preferences tool.
- Analytics: Google Analytics 4 (GA4), Adobe Analytics (if deployed), Hotjar, FullStory, Crazy Egg, Dynatrace, New Relic.
- Advertising/Measurement: Google Ads/Marketing Platform, Meta (Facebook/Instagram) Pixel, LinkedIn Insight Tag, Microsoft Advertising (UET), Pinterest Tag, Reddit Pixel, X (Twitter) Pixel.
- Tagging/CDP/CMP: Google Tag Manager, Tealium, Segment, IAB TCF‑compatible CMP (when applicable).
- Security/Fraud: Google reCAPTCHA on certain forms.
Your Choices and Controls
- Consent choices via CMP: You can accept, reject, or fine‑tune non‑essential categories at any time.
- Global signals: We honor GPC and, where applicable, recognized Universal Opt‑Out Mechanisms (UOOM).
- State opt‑outs: Use our “Do Not Sell or Share My Personal Information” link to opt‑out of CCBA and certain data disclosures.
- Browser controls: You can set your browser to block or delete Cookies; doing so may affect functionality.
- Mobile ad choices: Use device settings and DAA/NAI tools to limit interest‑based ads.
Session‑Replay and Interaction Analytics
We configure session‑replay tools to avoid capturing sensitive fields (e.g., masking keystrokes in form inputs) and gate them behind consent where required. These providers act as Service Providers/Processors under contract and are restricted to our purposes.
Google reCAPTCHA
Certain forms are protected by Google reCAPTCHA for security and fraud prevention. Google’s Privacy Policy and Terms apply. This functionality may set Cookies that are categorized as strictly necessary for security.
Cookie Duration & Retention
Cookie lifespans vary. We set reasonable retention aligned to purpose and legal requirements.
Detailed Cookie Table (This table is illustrative; actual vendors and technologies may change. Please refer to our Cookie Preferences for the most current information.)
Appendix A – Data Collection Categories
| Category | Provider | Purpose | Example Technologies / Tags | Opt‑Out/Info Links |
|---|---|---|---|---|
| Strictly Necessary | HMA (first‑party) | Load balancing, session state, consent log (CMP) | server_session_id; cmp_consents | N/A |
| Strictly Necessary | Google reCAPTCHA | Bot detection and abuse prevention on forms | reCAPTCHA cookies | https://policies.google.com/terms | https://policies.google.com/privacy |
| Functional | HMA (first‑party) | Remember preferences (e.g., region/language) | pref_lang; site_variant | N/A |
| Analytics | Google Analytics 4 | Traffic measurement; performance analytics (IP not stored by GA4) | gtag.js/GA4 measurement ID | https://tools.google.com/dlpage/gaoptout |
| Analytics | Hotjar / FullStory (if used) | UX diagnostics and session‑replay (configured to mask sensitive fields) | hjid; fs_uid | https://www.hotjar.com/policies/do-not-track/ | https://www.fullstory.com/optout/ |
| Advertising & Measurement | Google Ads / GMP | Ad delivery, remarketing, conversion measurement | gclid; ads/ga‑audiences | https://adssettings.google.com | https://youradchoices.com/control |
| Advertising & Measurement | Lead gen, audience creation, conversion measurement | li_fat_id; LinkedIn Insight Tag | https://www.linkedin.com/psettings/guest-controls/retargeting-opt-out | |
| Advertising & Measurement | Meta (Facebook/Instagram) | Audience targeting and measurement | _fbp; Meta Pixel | https://www.facebook.com/help/568137493302217 |
| Advertising & Measurement | Microsoft Advertising (UET) | Conversion measurement and remarketing | MUID; _uetsid | https://about.ads.microsoft.com/en-us/resources/policies/personalized-ads |
Changes to this Cookie Policy
We may update this Cookie Policy to reflect changes in law or our practices. When we make material changes, we will update the “Last updated” date and, where required, provide additional notice.
Appendix
| Category of Personal Information | Examples | Sources | Business / Commercial Purposes | Sold / Shared for CCBA? |
|---|---|---|---|---|
| Identifiers | Name, email, phone, IP address, cookie/advertising IDs | You; your org; cookies/pixels; partners | Account/subscription management; respond to inquiries; events; marketing & analytics; security/fraud | May Sell/Share for cross‑context behavioral advertising; opt‑out available; GPC honored |
| Professional/Employment | Employer, title, practice area interests | You; conferences; public sources | B2B marketing; client development; events | May Share for marketing analytics; opt‑out available |
| Internet/Network Activity | Pages viewed; referring URLs; device/browser; session‑replay telemetry | Cookies/pixels, analytics, CMP | Site operations; performance; product research; personalization; advertising measurement | May Sell/Share for analytics/ads; opt‑out available; GPC honored |
| Geolocation (approx.) | City/region derived from IP | Analytics | Content localization; security | Share for analytics; opt‑out available |
| Inferences | Preferences/segments | Derived from usage & third‑party enrichment | Personalization; marketing | Share; opt‑out available |
| Sensitive PI (limited) | Diversity data if voluntarily provided for recruiting; account MFA secrets | You | Compliance; recruiting; security | No Sale/Share |
Privacy Policy
Last Updated: January 14, 2021.
Leavitt Partners, LLC and its subsidiaries and affiliates (collectively, “Leavitt Partners”, “us” or “we”) understand that your privacy is important to you. We are committed to respecting your privacy and protecting your personal data, which is any information that is capable of identifying you as an individual person. This Privacy Policy describes how we handle and protect your personal data in connection with Leavitt Partners’ business activities, client services, and on websites, applications, and communications that post a link to this Privacy Policy (collectively, “the Sites”), in our capacity as data controllers.
Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access the site.
We reserve the right to make changes to this Privacy Policy at any time and for any reason. We will alert you about any changes by updating the “Last Updated” date of this Privacy Policy. Any changes or modifications will be effective immediately upon posting the updated Privacy Policy on the Site, and you waive the right to receive specific notice of each such change or modification.
Please see our Terms of Use for more information about our online terms and policies in general.
Information we collect
Leavitt Partners collects personal data in the course of its business activities, including in connection with some client services. We also collect personal data on certain areas of the Sites when you create a user profile, register for Leavitt Partners’ newsletters, view white papers, and/or alerts, sign up for conferences and events, and/or participate in public user posting areas (such as bulletin boards, discussion forums and surveys). The personal data collected varies and may include information that you provide, such as your name, title, company, industry type, mailing address, e-mail address, telephone number and/or fax number.
We may also automatically collect information about the devices you use to interact with our Sites. The information we automatically collect may include IP addresses, device identifier, web browser, and browsing information collected through cookies, web beacons, pixels, clear gifs, and/or other similar technologies (collectively “Cookies and Other Tracking Technologies”) on our Sites. We may also automatically collect information about how you use the Sites, such as what you have searched for and viewed on the Sites. The information automatically collected may be associated with a unique identifier as well as with any other personal data you have provided.
Leavitt Partners may also collect personal data about you from third parties, such as data brokers or aggregators, in the course of its business activities including in connection with some client services. This includes demographic, professional and other information that is publicly available online, including information you choose to make public through social media platforms and other public online forums. We may combine this data with existing information we have about you or use it independently, for the purposes of our benchmarking and data analytics activities (e.g., analysis of recruiting practices across an industry, detecting fraud patterns in connection with financial transactions). We will always seek to confirm that the third party has provided transparent information about its use of this data, including its disclosure to third parties like Leavitt Partners in compliance with applicable law.
Google Analytics
We use a tool called “Google Analytics” to collect information about use of this Site. Google Analytics collects information such as how often users visit this Site, what pages they visit when they do so, and what other sites they used prior to coming to this Site. We use the information we get from Google Analytics only to improve this Site. Google Analytics collects only the IP address assigned to you on the date you visit this Site, rather than your name or other identifying information. We do not combine the information collected through the use of Google Analytics with personally identifiable information. Although Google Analytics plants a permanent cookie on your web browser to identify you as a unique user the next time you visit this Site, the cookie cannot be used by anyone but Google. Google’s ability to use and share information collected by Google Analytics about your visits to this Site is restricted by the Google Analytics Terms of Use and the Google Privacy Policy. You can prevent Google Analytics from recognizing you on return visits to this Site by disabling cookies on your browser. Site users who do not want their data collected with Google Analytics can install the Google Analytics opt-out browser add-on from Google.
Use of information
Leavitt Partners uses your personal data to fulfill your requests for information, process your requests to participate in conferences and events, personalize content that you view or receive on the Sites, evaluate and improve our services, distribute newsletters and alerts to you, analyze the Sites’ performance and functioning, publish your letters to the editor or comments, prevent fraud, enforce our terms of use, comply with all applicable laws and corporate reporting obligations, enforce Leavitt Partners’ agreements, and accomplish other purposes you may initiate or request. In some situations, the collection of personal data may be required for the operation of the Sites, or we may use it in the course of our business activities, including in connection with some client services.
We may combine and/or analyze personal data to evaluate and offer content and services most relevant to you. We may keep any of your personal data on file and use it to contact you.
Leavitt Partners and its service providers may use first- and third-party Cookies and Other Tracking Technologies, including web beacons, to manage our Sites and our services and collect analytics about how you use them. Leavitt Partners and its service providers may collect information about whether you open or click any links in the knowledge, research or event communications that we send to you. The information provided throughout this Privacy Policy about cookies also applies to these other tracking technologies. Please refer to the above for more details regarding our use of Cookies, including Google Analytics.
Our Sites do not track you by collecting personal data about your online activities over time and across third party websites or online services. Accordingly, we do not alter our data collection and use practices in response to “do not track” signals transmitted from web browsers.
The legal basis by which we process your personal data
Our processing of your personal data for the purposes mentioned above is based:
in part, on our legitimate interests in promoting and protecting Leavitt Partners, building and maintaining relationships. recruitment, and providing our services;
in part, on your consent, for example if you create a user profile, or register for our newsletters or alerts, or download White Papers, or for business purposes that support web operations such as understanding and enhancing the quality of your experience on our websites;
in part, to comply with the law, when certain information is necessary to satisfy our legal or regulatory obligations.
Disclosure of personal data: data recipients and international data transfers
Personal data collected in the course of Leavitt Partners’ business activities, including in connection with some client services, as well as on the Sites may be transferred from time to time to Leavitt Partners’ subsidiaries and affiliates and their personnel across our organization, as well as to our third-party service providers located in multiple states and possibly other countries, including in countries where the local law may grant you fewer rights than you have in your own country. Additionally, the Sites may be viewed and hosted by Leavitt Partners and our third-party service providers anywhere in the world.
Where required by law, we have put in place legal mechanisms designed to ensure adequate data protection of your personal data that is processed by Leavitt Partners’ subsidiaries, affiliates and third-party service providers, including the transfer of your personal data to countries other than the one in which you reside. By using any of the Sites and providing information on any of them, you voluntarily consent to such trans-border transfer and hosting of such information if applicable.
Leavitt Partners will not intentionally disclose or transfer (and will take reasonable steps to prevent the unauthorized or accidental disclosure of) your personal data to third parties without your consent or as otherwise permitted by law, whether for such third parties’ own marketing purposes or otherwise, except as follows:
By Law or to Protect Rights
If we believe the release of information about you is necessary to respond to legal process, to investigate or remedy potential violations of our policies, or to protect the rights, property, and safety of others, we may share your information as permitted or required by any applicable law, rule, or regulation. This includes exchanging information with other entities for fraud protection and credit risk reduction.
Third-Party Service Providers
We may share your information with third parties that perform services for us or on our behalf, including payment processing, data analysis, recruitment, email delivery, hosting services, customer service, and marketing assistance.
Marketing Communications
With your consent, or with an opportunity for you to withdraw consent, we may share your information with third parties for marketing purposes, as permitted by law.
Online Postings
When you post comments, contributions or other content to the Site, your posts may be viewed by all users and may be publicly distributed outside the Site in perpetuity.
Affiliates
We may share your information with our affiliates, in which case we will require those affiliates to honor this Privacy Policy. Affiliates include our parent company and any subsidiaries, joint venture partners or other companies that we control or that are under common control with us.
Sale or Bankruptcy
If we reorganize or sell all or a portion of our assets, undergo a merger, or are acquired by another entity, we may transfer your information to the successor entity. If we go out of business or enter bankruptcy, your information would be an asset transferred or acquired by a third party. You acknowledge that such transfers may occur and that the transferee may decline to honor commitments we made in this Privacy Policy.
In addition, we may disclose information about you:
To enforce our Terms of Use;
To protect our property, services and legal rights;
To prevent fraud against Leavitt Partners, our subsidiaries, affiliates and/or business partners;
To support auditing, compliance, and corporate governance functions; or
To comply with any and all applicable laws.
User forums
You should be aware that whenever you publicly disclose information online, that information could be collected and used by others. Leavitt Partners is not responsible for any action or policies of any third parties who collect information that users publicly disclose in any such forums on the Sites.
Link to third party sites
Leavitt Partners may provide links to third-party websites or information as a service to our users. If you use these links, you will leave the Leavitt Partners site. Such links do not constitute or imply an endorsement, sponsorship, or recommendation by Leavitt Partners of the third party, the third-party website, or the information contained therein, and Leavitt Partners shall not be responsible or liable for your use thereof. Such use shall be subject to the terms of use and privacy policies applicable to those sites.
Social Networking
The Sites may allow you to sign into and associate your social network accounts including, but not limited to, Twitter, LinkedIn, Facebook, and YouTube, with Leavitt Partners.
The information available in your public profile varies based on the social network and your settings, but may include your email address, real name, profile picture, gender, and location. If we receive any information from your social network account in accordance with the social network’s terms of use and this Privacy Policy, we will only utilize it in accordance with this Privacy Policy, our Terms of Use, and/or we will specifically inform you of any additional uses to which we may utilize the same. Please refer to the privacy settings in your social network account for information about what data is shared with Leavitt Partners and other connected applications and to manage the data that is shared through your account, including information about your activities using our Sites.
If you would like to disconnect a social media account from us, refer to the settings of that social network account and its provider.
Security
Leavitt Partners has implemented generally accepted standards of technology and operational security to protect personal data from loss, misuse, alteration, or destruction. Only authorized Leavitt Partners’ personnel and third-party service providers are provided access to personal data, and these employees and service providers are required to treat this information as confidential. Despite these precautions however, Leavitt Partners cannot guarantee that unauthorized persons will not obtain access to your personal data.
Data retention
Leavitt Partners retains personal data, as necessary, for the duration of the relevant business relationship.
We may also retain personal data for longer than the duration of the business relationship should we need to retain it to protect ourselves against legal claims, use it for analysis or historical record-keeping, or comply with our information management policies and schedules. If you request that we delete your personal data, Leavitt Partners will make reasonable attempts to delete all instances of the information in their entirety. For requests for access, corrections, or deletion, please refer to the “Your Rights” section of this Privacy Policy.
Children
The Sites are not designed for or directed at children 16 years of age or younger, and Leavitt Partners does not intentionally collect or maintain personal data about anyone under this age.
Leavitt Partners’ Recruitment Portal (Paycor)
Leavitt Partners utilizes Paycor for recruitment purposes (“Leavitt Partners’ Recruitment Portal”). Through the Leavitt Partners’ Recruitment Portal, you can apply for positions with Leavitt Partners that might be of interest. The Paycor Privacy Policy describes more in detail how Leavitt Partners, our subsidiaries and affiliates, and third-parties handle and protect the personal data that we collect in connection with the recruitment process.
Your Rights
Where granted by applicable law, you may have the right to request access to the personal data that we have collected about you for the purposes of reviewing, modifying, or requesting deletion of the data. You may also have the right to request a copy of the personal data that we have collected about you and to have any inaccuracies in that data corrected. In certain circumstances, you may also request that we cease processing your personal data.
If you would like to make a request to access, review, or correct the personal data we have collected about you, or to discuss how we process your personal data, please contact us at [email protected]. To help protect your privacy and security, we will take reasonable steps to verify your identity, such as requiring a password and user ID, before granting access to your personal data. We will make reasonable attempts to promptly investigate, comply with, or otherwise respond to your requests as may be required by applicable law. Different laws may prevent us from providing access to your personal data or otherwise fully complying with your request depending upon the circumstances and the request, such as for example, where producing your information may reveal the identity of someone else. We reserve the right to charge an appropriate fee for complying with your request where allowed by applicable law, and/or deny your requests where they may be manifestly unfounded, and/or excessive, or otherwise objectionable or unwarranted under applicable law.
In addition, and where granted by local law, you have the legal right to lodge a complaint with a competent data protection authority.
Unsubscribe
If you have registered for Leavitt Partner’s newsletter or alerts, or you receive invitations to survey or events from Leavitt Partners and you prefer not to receive future email communications from us, please follow the instructions on the page of the Site or email where you have provided such information, subscribed or registered, or write to [email protected] to unsubscribe from all Leavitt Partners’ communications.
Your California privacy rights
If you are a California resident under the age of 18, and a registered user of any of the Sites where this Privacy Policy is posted, California Business and Professions Code Section 22581 permits you to request and obtain removal of content or information you have publicly posted. To make such a request, please send an email with a detailed description of the specific content or information to [email protected]. Please be aware that such a request does not ensure complete or comprehensive removal of the content or information you have posted and that there may be circumstances in which the law does not require or allow removal even if requested.
As required by the California Consumer Privacy Act (CCPA), this Privacy Policy describes the categories of personal data collected, processed, and disclosed by Leavitt Partners, the categories of sources for that data, and the business or commercial purposes for which that data is collected, processed, and disclosed.
In addition, under California law, you may have the right (up to two times in any 12-month period) to request more information about Leavitt Partners’ collection, use, disclosure, and sale of personal data about you including:
The categories of personal data about you that we have collected in the preceding 12 months and the categories of sources of that information,
The categories of sources from which we have collected that information in the preceding 12 months,
The commercial or business reason(s) we have collected, used, disclosed, or sold that information, and
The categories of third parties to whom we have disclosed or sold that information in the preceding 12 months.
In addition, upon receipt of a verifiable request from you establishing your identity, you may have the right to know about the specific pieces of personal data that we have collected about you and/or shared with third parties in the preceding 12 months.
You may also have the right to request deletion of personal data about you that we have collected or maintain, which we will honor subject to certain limitations set forth in California law.
If you are a California consumer and you or your authorized agent would like to exercise your privacy rights, please contact us at [email protected] , or call us at +1-801-538-5082. When we process your request, we require you to provide certain personal data about you in order to verify your identity in accordance with requirements under CCPA. This may include your first and last name, email address, physical address, telephone number, and information about your relationship with us or other information needed to verify your identity. Leavitt Partners will not discriminate against you based on your exercise of any of these rights.
Consent; changes to Privacy Policy
By using the Sites, you consent to the collection, use, and storage of your personal data by us in the manner described in this Privacy Policy and elsewhere on the Sites. We reserve the right to make changes to this Privacy Policy from time to time. We will alert you to any such changes by updating this Privacy Policy. If we make material changes to this Privacy Policy that increase our rights to use personal data that we have previously collected about you, we will obtain your consent either through an email to your registered email address or by prominently posting information about the changes on our Sites.