5. Eligibility

You must be at least 18 years old and legally capable of entering into an agreement to purchase or directly participate in Institute services. If you act on behalf of an organization, you represent that you have authority to act for that organization within the scope of the applicable transaction or agreement.

6. Programs, Events, and Services

The Institute may provide executive coaching, organizational advisory services, leadership development, executive education, assessments, workshops, speaking engagements, publications, events, licensing, programs, and related professional-development resources.

The scope, schedule, deliverables, access, responsibilities, and terms of a particular service may be described in a separate proposal, statement of work, coaching agreement, licensing agreement, event agreement, or other written contract.

The Institute may make reasonable changes to delivery methods, facilitators, scheduling, technology, or program components when reasonably necessary to maintain quality, availability, security, safety, or contractual requirements.

All Institute services are non-clinical. Participation does not create a therapist-client, patient-provider, counselor-client, or other healthcare relationship.

7. Intellectual Property

The Institute administers and protects its website content, branding, proprietary frameworks, methodologies, assessment structures, scoring systems, curricula, reports, recordings, language systems, publications, templates, tools, training materials, and related intellectual property, subject to applicable ownership and licensing rights.

Access to Institute materials grants only the limited rights expressly stated in the applicable offering or written agreement.

Unless expressly authorized in writing, users may not reproduce, publish, distribute, sell, license, teach, modify, adapt, reverse engineer, replicate, commercialize, or create derivative works from proprietary Institute materials.

Institute materials may not be used to develop competing coaching methodologies, consulting services, assessments, courses, certification programs, training systems, publications, artificial intelligence systems, or commercial products without prior written authorization.

Nothing in these Terms transfers ownership of Institute intellectual property or limits rights that cannot lawfully be restricted.

8. Payment Terms

Fees, payment schedules, cancellation terms, travel expenses, licensing fees, refund provisions, and payment deadlines will be stated in the applicable checkout terms, proposal, invoice, order form, or signed agreement.

You agree to pay amounts validly authorized by you or your organization.

When an engagement is governed by a separately signed agreement, that agreement controls the applicable payment, cancellation, and refund terms.

The Institute may suspend access to services, programs, materials, or performance of an engagement when undisputed payment obligations are materially past due, subject to applicable law and any controlling written agreement.

9. Participant and Organizational Responsibility

Institute services may involve reflection on leadership practices, decision-making, authority, responsibility, accountability, team dynamics, workload, organizational culture, management practices, and workplace systems.

Participants and organizations remain responsible for their own decisions, actions, implementation, employment practices, workplace policies, personnel decisions, and business outcomes.

The Institute does not guarantee any specific financial, career, retention, engagement, wellbeing, leadership, organizational, or performance result.

Participants are expected to engage respectfully, exercise independent judgment, and comply with applicable workplace policies, laws, contractual obligations, and program participation standards.

10. Communications

If you request information, subscribe, register, purchase a service, submit a form, or provide business contact information, the Institute may send communications related to your request, participation, transaction, or engagement.

The Institute may also send relevant marketing or business-to-business communications where permitted by applicable law.

Marketing communications will include an unsubscribe method where required. Unsubscribing from marketing communications does not prevent necessary transactional, contractual, scheduling, administrative, or service-related communications.

11. Confidentiality

The Institute takes confidentiality seriously. Information shared through executive coaching, advisory engagements, assessments, programs, consultations, or other Institute services will be handled with discretion and reasonable safeguards consistent with the Institute's Privacy Policy and any applicable written agreement.

Institute confidentiality is non-clinical.

Participation in Institute services does not create therapist-client confidentiality, physician-patient confidentiality, healthcare confidentiality, psychotherapy privilege, or another clinical privilege.

Institute services are not intended to create a HIPAA-covered healthcare relationship. Participants should not submit medical records, psychotherapy notes, clinical diagnoses, treatment records, or other healthcare documentation through Institute forms, assessments, email, coaching platforms, or program systems.

For organizational engagements, the applicable agreement may specify what information may be shared with an employer, sponsoring organization, or other authorized party, including participation information, aggregate themes, progress information, or agreed-upon outcomes.

For group programs, events, workshops, or educational settings, participants should use appropriate discretion when sharing personal, organizational, proprietary, or sensitive information. The Institute may establish participation standards intended to protect privacy and confidentiality but cannot guarantee the conduct of independent participants unless otherwise stated in a written agreement.

12. Assumption of Risk

Leadership development, executive coaching, organizational advisory work, and professional-development programs may involve examination of behavior, decision-making, workplace relationships, organizational practices, performance expectations, leadership challenges, or difficult professional situations.

Participation may lead to challenging reflection, disagreement, or professional discomfort.

To the extent permitted by law, participants voluntarily assume the ordinary risks associated with participation in coaching, education, leadership development, and organizational advisory services.

Institute services are not designed to address medical, psychiatric, psychological, or clinical conditions. Participants remain responsible for obtaining appropriate medical, mental health, legal, financial, or other professional services when needed.

13. Assessment and Methodology Disclaimer

Institute assessments, questionnaires, scorecards, diagnostics, frameworks, and related tools are intended to support executive coaching, leadership reflection, organizational inquiry, education, learning, and professional development.

They are not clinical, medical, psychiatric, psychological, or diagnostic instruments unless the Institute expressly identifies a specific instrument as having been independently validated for such a purpose.

Assessment results should not be treated as diagnoses or definitive measures of mental health, psychological functioning, personal worth, professional competence, leadership capability, or future performance.

Institute methodologies are proprietary, research-informed conceptual and applied models. They may incorporate existing leadership, management, organizational behavior, systems, workforce, and related research.

They are not represented as peer-reviewed academic studies or clinically validated psychological instruments unless expressly stated for a particular tool.

Institute methodologies, assessment structures, scoring systems, or proprietary tools may not be reproduced, adapted, scored, taught, distributed, reverse engineered, or incorporated into another service or methodology outside authorized use.

14. Limitation of Liability

To the fullest extent permitted by applicable law, the Institute and its officers, employees, contractors, representatives, and authorized service providers will not be liable for indirect, incidental, special, exemplary, punitive, or consequential damages arising from use of the website, Institute materials, programs, assessments, or services.

For paid services not governed by a separate signed agreement, the Institute's aggregate liability arising from a claim will not exceed the amount paid to the Institute for the specific service giving rise to that claim.

Nothing in these Terms excludes liability that cannot lawfully be excluded or limited. Some jurisdictions do not permit certain exclusions or limitations, and these provisions apply only to the extent permitted by applicable law.

15. Termination

The Institute may suspend or terminate access to services, programs, events, assessments, or proprietary materials when a user materially violates these Terms, misuses Institute intellectual property, engages in unlawful or materially disruptive conduct, creates a legitimate safety or security concern, or fails to satisfy valid payment obligations.

A separate signed agreement may establish additional suspension or termination rights.

Provisions that by their nature should survive termination, including intellectual property protections, confidentiality obligations, outstanding payment obligations, limitations of liability, indemnification provisions, and dispute provisions, will continue as applicable.

16. Indemnification

To the extent permitted by applicable law, you agree to indemnify and hold harmless the Institute and its officers, employees, contractors, and representatives from third-party claims, losses, liabilities, damages, or reasonable expenses arising from your unauthorized use of Institute intellectual property, material violation of these Terms, or unlawful conduct.

This provision does not apply where a separately signed agreement establishes different indemnification obligations.

17. Privacy

Personal information is handled in accordance with the Institute's Privacy Policy and any applicable contractual privacy terms.

The Privacy Policy explains the Institute's practices concerning website information, forms, analytics, assessments, programs, communications, business outreach, service providers, confidentiality, and data protection.

Institute services are non-clinical, and information submitted through Institute services should not be treated as medical records, psychotherapy notes, therapy records, or other clinical documentation.

Participants should not submit sensitive healthcare records or treatment documentation through Institute systems.

18. Modifications

The Institute may update these Terms when its services, technology, legal obligations, intellectual property practices, or business operations change.

Updated Terms will be posted on the website with a revised effective date.

Changes will apply prospectively unless applicable law provides otherwise.

A website update does not modify a separately signed agreement unless that agreement expressly permits such modification.

19. Governing Law

Unless a separately signed agreement states otherwise, these Terms are governed by the laws of the State of New Jersey, without regard to conflict-of-law principles.

The parties should first attempt in good faith to resolve disputes informally.

Any court proceeding not otherwise governed by an enforceable agreement will be brought before a court having lawful jurisdiction in New Jersey, subject to applicable law.

20. Entire Agreement

These Terms, together with the Institute's Privacy Policy and any additional terms presented for a specific website transaction, govern general use of the website and Institute materials.

For coaching, organizational, licensing, speaking, program, or other paid engagements, the applicable proposal, coaching agreement, statement of work, master services agreement, licensing agreement, order form, or other signed agreement may supplement or supersede these Terms for that specific engagement.

If a separately signed agreement conflicts with these Terms, the signed agreement controls for the matters addressed by that agreement.

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