Privacy Policy

CFOCrew provides CFO advisory, finance transformation, practical AI implementation, and training services. This Privacy Policy explains how CFOCrew ("CFOCrew," "we," "our," or "us") handles personal information through cfocrew.com, our contact and subscription forms, downloadable resources, workshops, career introductions, and related communications.

It also covers the website chat, which can collect a short needs summary before the team follows up. When the optional assistant is enabled, it can also generate brief responses to questions about CFOCrew's services and approach.

Client engagements may involve additional information and are also governed by the applicable engagement agreement. If that agreement and this policy address the same client information differently, the engagement agreement controls for that engagement.

Information you provide

• Contact details, such as your name, email address, telephone number, and company
• Professional details, such as your job title, service interests, and workshop registration information
• Messages, consultation requests, and other information you choose to send us
• Website chat messages and summaries, including the core business issue, urgency, and response preferences
• Email preferences, event communication choices, and newsletter subscriptions
• Career information, such as a resume, employment history, education, professional qualifications, and the type of work that interests you
• Business or financial information provided during an established client relationship

Information collected automatically

When you use the website, we and our service providers may collect your IP address, browser and device information, referring pages, pages viewed, dates and times of visits, general location derived from an IP address, and interactions with website features. We use cookies, local storage, and similar technologies for website security, preferences, analytics, and embedded services.

Information from other services

If you schedule through Calendly, register for an event, follow a link from an email, or interact with an embedded service, we may receive information about that interaction from the provider.

We use personal information to:

• Respond to inquiries, evaluate potential engagements, and schedule consultations
• Respond to website chat questions, route the next step, and review details submitted for follow-up
• Provide advisory, transformation, AI implementation, and training services
• Register participants, manage capacity, and communicate about workshops
• Consider career introductions for current or future employment, project, or professional opportunities
• Deliver requested resources and send communications you have chosen to receive
• Operate, secure, troubleshoot, and improve the website
• Understand which content, resources, and services are useful to visitors
• Maintain business records, enforce agreements, and comply with legal obligations

The website uses essential cookies for security and restricted-area sessions. It also uses local storage to remember certain interface preferences and whether a resource offer has been dismissed.

When enabled, Google Analytics helps us understand website traffic and interactions. Google may receive device, browser, IP address, page, and event information through this service. You can learn more from Google's description of how it uses information from partner sites. You can control or delete cookies through your browser settings. Blocking certain technologies may affect site features.

The scheduling area embeds Calendly. Calendly may collect information and set its own cookies when the scheduling tool loads or when you interact with it. Information entered in that tool is also subject to Calendly's Privacy Notice.

When provider tracking is enabled, marketing emails may include a standard tracking pixel or tagged links that report delivery, opens, or clicks. You can unsubscribe from marketing emails at any time. Blocking remote images in your email application may also limit some open tracking.

Because there is no uniform standard for browser "Do Not Track" signals, the website does not currently respond to them. We do not use personal information for cross-context behavioral advertising. Where applicable law requires recognition of another browser-based privacy signal, we will process it as required.

We disclose information only as reasonably necessary for the purposes described in this policy:

• Service providers. Providers supporting website hosting, analytics, scheduling, email delivery, contact management, databases, event operations, and optional AI-assisted chat. These currently include Vercel, Google Analytics, Calendly, Kit, and Resend. If AI-assisted chat is enabled, the chat interface identifies it and messages submitted there are sent to the configured model provider to generate a response.
• Professional advisers. Accountants, attorneys, insurers, and other advisers when needed to operate or protect the business.
• Legal and safety purposes. Government authorities or other parties when required by law or reasonably necessary to protect rights, safety, systems, or users.
• Business transactions. A prospective or completed purchaser, successor, or other participant in a merger, financing, reorganization, or sale of business assets, subject to appropriate protections.
• At your direction. Other parties when you ask us or authorize us to share information.

We do not sell personal information for monetary consideration. We do not use personal information for cross-context behavioral advertising.

We retain personal information only for as long as reasonably necessary for the purpose for which it was collected, including:

• Inquiry records while we respond and maintain an appropriate business history
• Subscription information until you unsubscribe, plus limited suppression records needed to respect that choice
• Workshop records while we administer the event and meet operational, accounting, and legal requirements
• Career introductions while we consider current or reasonably anticipated opportunities and maintain an appropriate recruiting history
• Client records for the periods stated in an engagement agreement or required by professional and legal obligations
• Security, analytics, and technical records according to configured provider retention periods and operational needs

We may retain information longer when required by law, needed to resolve a dispute, or necessary to establish or defend legal claims. When information is no longer needed, we delete, anonymize, or securely dispose of it.

We use administrative, technical, and organizational safeguards designed for the nature of the information we handle. These include access controls, encrypted transmission, input validation, service-provider controls, and security monitoring.

No method of transmission or storage is completely secure. Please do not send passwords, bank account numbers, Social Security numbers, or other highly sensitive information through the general contact form or ordinary email. We will provide an appropriate channel when sensitive information is required for an engagement or application process.

If you believe your interaction with CFOCrew is no longer secure, contact us promptly using the information in Section 14.

You may unsubscribe from marketing emails using the link in any such message. Workshop participants can choose separately whether to receive information about future events.

Depending on applicable law, you may have the right to request access to, correction of, deletion of, or a portable copy of personal information, and to receive information about how it is used or disclosed. You may also have the right to restrict or opt out of certain processing, appeal a decision concerning a privacy request, and be free from discrimination for exercising a privacy right.

Submit a request to info@cfocrew.com. Describe the request and the email address associated with your information. We may ask for information reasonably necessary to verify your identity and protect your information. An authorized agent may submit a request where permitted by law, subject to appropriate verification of the agent's authority.

During the preceding 12 months, we may have collected the following categories of personal information:

• Identifiers: name, email address, telephone number, IP address, and similar identifiers
• Professional information: company, job title, service interests, and event participation
• Employment and education information: resumes, work history, qualifications, and education shared in a career introduction
• Internet activity: browser information, pages viewed, referring pages, and website interactions
• Communications: messages, requests, preferences, and correspondence sent to CFOCrew
• Business information: information provided in connection with a potential or active engagement

We collect these categories directly from you, automatically from your device, and from the service providers described above. We use and disclose them for the business purposes described in Sections 3 and 5. We have not sold these categories for monetary consideration or used them for cross-context behavioral advertising.

If the California Consumer Privacy Act applies to CFOCrew, California residents may exercise the rights provided by that law through the request method in Section 8. This section also provides the online tracking disclosures required by the California Online Privacy Protection Act.

The website links to and embeds services operated by other organizations. Their privacy practices apply when you visit their websites or provide information directly through their tools. A link does not mean CFOCrew controls the provider's collection, security, or use of information.

The website and services are intended for business professionals and are not directed to children under 13. We do not knowingly collect personal information from children under 13. If you believe a child has provided information to us, please contact us so we can review and delete it as appropriate.

CFOCrew is based in California, and our service providers may process information in the United States and other locations where they operate. If you access the website from outside the United States, your information may be transferred to and processed in jurisdictions with different data-protection laws.

We may update this Privacy Policy as our services, technology, or legal obligations change. We will post the revised policy on this page and update the effective date. If a change materially affects how we use information already collected, we will provide additional notice when required.

For privacy questions or requests, contact: