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Privacy Policy

Last updated: December 2025

This privacy notice for Summit Leadership Partners, LLC (“Summit,” “we,” “us,” or “our”) explains how and why we collect, store, use, and share personal information when you interact with us or use our services (“Services”), including when you:

  • Visit our website or any site that links to this Privacy Policy
  • Engage with us in connection with sales, marketing, or events
  • Are a client, prospective client, or an employee of a client participating in our leadership advisory, coaching, or assessment work

Summit is the controller of the personal information covered in this Privacy Policy.

If you have questions or concerns, you can contact us at info@summitleadership.com.

If you do not agree with this Privacy Policy, please discontinue use of our Services.

SUMMARY OF KEY POINTS

  • Personal information we collect depends on how you interact with us and may include contact details, professional information, and any data shared as part of coaching or advisory engagements.
  • We do not collect sensitive personal information.
  • We may receive information from third parties, including public databases, analytics providers, event partners, or clients.
  • We process information to deliver our Services, communicate with you, improve our operations, and comply with law.
  • We share information only with service providers, professional advisors, and legal authorities when required.
  • We use organizational and technical safeguards to protect your information.
  • Your rights may vary depending on your jurisdiction but typically include access, correction, deletion, and objection to certain processing.

For full details, read the sections below.

 

1. What Information Do We Collect?

A. Information You Provide to Us

We collect personal information you voluntarily provide, including when you request information, engage our team, register for events, or participate in coaching, leadership assessments, interviews, or surveys.

This may include:

  • Name
  • Job title, company, and professional background
  • Email address, phone number, mailing address
  • Contact preferences
  • Information included in emails, forms, or other communications
  • Assessment responses, interview notes, or related leadership insights (when part of a client engagement)

Sensitive Information

Summit does not intentionally collect sensitive personal information (e.g., health, race, ethnicity) unless it is voluntarily provided within a leadership assessment or coaching context. When provided, it is used only for the relevant engagement and handled securely.

You must ensure any personal information you share is accurate and inform us of changes when necessary.

B. Information Collected Automatically

We automatically collect limited technical and usage data when you visit our website. This may include:

  • IP address
  • Browser type and device information
  • Pages viewed and referral URLs
  • Date/time of visits
  • Cookies and similar technologies

This information is used for security, analytics, and improving website performance.

C. Information From Other Sources

We may receive information from:

  • Public databases
  • Analytics and marketing partners
  • Event registrars and webinar platforms
  • Social media platforms
  • Client organizations (e.g., participant details for leadership assessments)

We do not sell or rent your personal information.

 

2. How Do We Process Your Information?

We process personal information to:

  • Provide and administer our Services
  • Deliver leadership assessments, coaching, and advisory work
  • Respond to inquiries and communicate with clients and prospects
  • Manage client relationships and project administration
  • Send insights, reports, or marketing communications in line with your preferences
  • Analyze website usage and improve our content and Services
  • Ensure security, prevent fraud, and comply with legal obligations
  • We may process your information only when we have a valid legal basis to do so (see Section 3).

 

3. What Legal Bases Do We Rely On?

Where required by law, we process personal data on the basis of:

  • Contractual necessity: To provide Services to clients
  • Legitimate interests: Including communications, marketing, analytics, and improving our Services
  • Consent: Where you opt in to receive communications or provide optional data
  • Legal obligations: Compliance with regulations and recordkeeping

 

4. When and With Whom Do We Share Your Personal Information?

We may share personal information with:

  • Service Providers
    •  Third-party partners that support our business operations, including:
      • Website hosting and analytics providers
      • Email and marketing platforms
      • CRM systems
      • Assessment or survey tools
    • These providers process information on our behalf and are required to maintain security and confidentiality.
  • Professional Advisors
    • Accountants, auditors, lawyers, insurers, or consultants assisting with compliance and governance.
  • Legal or Regulatory Authorities
    • When required to comply with applicable laws or legal processes.

 

5. Do We Use Cookies and Tracking Technologies?

We may use cookies, web beacons, and similar technologies to:

  • Improve site performance
  • Understand how users navigate the website
  • Tailor content

You can control cookies through your browser settings. See our Cookie Policy for more details if available.

 

6. How Long Do We Keep Your Information?

We retain personal information only as long as necessary for:

  • Delivering Services
  • Maintaining client relationships
  • Complying with legal, tax, and accounting obligations

When we no longer have a legitimate need to retain information, we delete or anonymize it. Backup copies are isolated until deletion is feasible.

Aggregated or anonymized data may be retained for research, analytics, or service improvement.

 

7. How Do We Keep Your Information Safe?

We use technical and organizational measures designed to protect personal information from unauthorized access, misuse, or disclosure.

 

8. Your Privacy Rights

Depending on your location, you may have rights to:

  • Access the personal information we hold
  • Request corrections or deletion
  • Object to or restrict certain processing
  • Withdraw consent for optional data uses
  • Request a copy of your personal information

To exercise your rights, contact us at info@summitleadership.com.

 

9. Updates to This Policy

We may update this Privacy Policy from time to time. Changes will appear on this page with a new “Last updated” date. Material changes may also be communicated directly.

 

10. Contact Us

If you have questions or wish to exercise your privacy rights, please contact:

Summit Leadership Partners, LLC
Attn: Privacy Policy
info@summitleadership.com

1300 S Mint Street
Suite 400
Charlotte, NC 28203