We value the privacy of those who visit our web site and read our blogs. We hope that the following statement will help you understand how we collect, use and safeguard the personal information you provide to us on our web site and through our blogs:
This section gives a brief overview of our data collection and use policies. Please click on the links below for a more detailed discussion of each topic.  You may contact us at if you have any questions.



  • Our site uses the following types of tracking technology:
      • cookies, web beacons and similar technology tracks movement across our web site and blogs and keeps track of our registered users and their preferences.


  • Google Analytics and Pardot’s Visitor ID services may use cookies and browser information to provide demographic and other information about the visitors to our web site and blogs.


  • We use and disclose the information we collect for the following purposes:
      • to help us improve our web site and blogs, understand our customers and their preferences, and to market our products and services.


  • to provide supporting services for our web site and blogs, but if they have access to the personal information you provide us, it will be on terms consistent with this policy.
  • to protect our business interests or the rights of others, or in connection with the merger of our business.



  • Other details about our practices:
      • Although we may have links to other web sites, this policy only applies to the our web site and blogs.


  • We use your personal information only for the purposes for which it is collected and retain your information as permitted by applicable law.
  • We do not intend to collect information from children under age 13.
  • We may update this policy from time to time, but we will allow you to opt in to any material changes in how we use your personal information.

Information that we collect

Personal information that you provide
You do not need to provide us with any of your personal information if you simply want to browse our web site and blogs and learn more about our firm and the services we provide. If you choose, you can provide us with your personal information.  For example, you can enroll in one of our seminars. sign up for our e-mail newsletters and alerts or subscribe to one of our blogs by providing us with your name and your contact information. If you send us an e-mail, we will use your information to respond.

Information provided by your web browser
Like most other web sites, we may record information that web browsers routinely share, such as browser type, browser language, software and hardware attributes, the date and time of visit, Internet Protocol address and the pages visited on this site. This will generally be data that we collect on an aggregate basis.  We will not try to associate this data with the personal information that you also provide to us.

Use of Cookies and Similar Tracking Technology

Tracking on our own web site
As is commonly done on web sites and provided your browser allows for cookies, we may use cookies and similar technology to keep track of users. A “cookie” is a small text file containing alphanumeric characters that is stored on your computer and uniquely identifies your browser. If you are simply browsing on our web site and blogs, the cookies that we use last only about as long as your session on our web site; but if you access certain parts of our web site that require a user name and account, we will also use cookies that remain on your computer between visits so that when you return to our site we can remember who you are and your preferences.
We may also use web beacons or similar technology. A web beacon (also known as an action tag, clear gif or pixel tag) is a 1×1 pixel image embedded in a web site page used to transparently collect information. For example, we may use a web beacon to count the number of visits to the pages of our site. We may also use web beacons in e-mail messages so that we can track how many recipients opened the message or clicked on an included link.

Tools that help us collect demographic information about our visitors

Like many web sites, we may use various tools operated by other organizations to help us understand who is visiting our site. For example, we use Google Analytics to provide us with demographic information about our visitors and we use Pardot’s Visitor ID service to identify company names. These tools may use cookies or information provided by your browser to perform their services.

What We Do With the Information We Collect

We will not sell, rent or loan your personal information to others for their marketing purposes.  We will generally use the information that we collect to help us operate our web site and blogs, to provide services that you have requested, and for our own marketing purposes. We will seek your consent before we use your personal information for any other purposes. The following discussions provide more specific details about our uses and disclosures of your information.

Your personal information

If you provide us with your personal information, we will use it to respond to your request and to market our services. For example, if you sign up for e-mail alerts, we will use your contact information to provide the requested alerts and communicate with your about our services. You can always choose to opt out of these messages at a later time.

We maintain a database about web site and blog users that allows us to (i) analyze and monitor activity on our web site and blogs, (ii) promote and support our products and services, and (iii) develop a knowledge base regarding our web site users and customers.

Information shared with our business partners

We may use business partners to help us design and operate our web site and blogs or provide other services to support the site. For example, we may hire a company to run certain web site applications or help us analyze our data. If these business partners have access to the personal information that you share with us, it will be on terms consistent with this policy.

Statistical analyses of aggregate data

We use statistical information about the visitors to our web site and blogs and how they use the site on an aggregate basis to gain a better understanding of our visitors and to improve our web site, blogs and product offerings.

Business operations, law enforcement and legal actions

We may release your information without prior notice when we believe it is appropriate to prevent fraud; to comply with law or to cooperate with law enforcement activity or other governmental request; to respond to subpoenas, court orders or administrative agency requests for information; to enforce our policies; to protect the rights, property and safety of our business and of others; or when required by law.  For example, we may share information with law enforcement to reduce the risk of fraud or if someone uses or attempts to use our site for illegal reasons. Information we have collected may also be transferred in connection with the merger of the firm.

Safeguarding Your Data

We use commercially reasonable means to protect the integrity of our web site and blogs and the confidentiality of the personal information that you provide. While we consider online security a priority, we cannot provide absolute assurances against  breaches of confidentiality due to system failures or unauthorized access by third parties.

Other Details

Third party web sites

We may include links to other web sites or blogs operated by organizations or individuals that are not affiliated with us.  Also, you may have come to our web site or blogs from a web site that is not operated by us.  We are not responsible for the operation of these other sites or the information that they collect from their visitors.  If you would like to know how another site collects and uses your information, please review its privacy policy.

Data integrity and retention

We use the information that we collect about you only for the purposes for which it is collected and consistent with this policy. We keep information provided to us for as long as we believe necessary for our business purposes and as permitted by applicable law.

Changes to this policy

Our business and the laws that regulate us change from time to time, and we reserve the right to change this policy. If we do change this policy, we will post the revised version on this site. If we propose to change our policy in a way that would permit us to make additional uses of the personal information that we had previously collected about you, we will obtain your affirmative, express consent before using your information in a materially different way.


We will not knowingly collect personal information about children under the age of 13. If you are a parent who believes that we have collected information about a child under age 13, please contact us at with your child’s name and address, and we will be happy to delete the information we have about your child from our marketing records and provide information in accordance with the Children’s Online Privacy Protection Act.

Contacting Us

Please contact us at and let us know if you have any questions or comments about our privacy policy or practices.