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Last Updated: September 2018


Click on One of the Links below to Jump to the Listed Section:

Protecting Your Personal Information is Important

Changes to this Policy

How We Collect Information

The Types of Information We Collect 

Lawful Basis for Processing

How We Use the Information We Collect 

Do We Use “Cookies” or Obtain Personal Information by Automated Means?

How do We Respond to Do Not Track Signals?

Providing Information to Third Parties

Your Rights


Updates and Your Choice to Opt-Out of the Collection and Sharing of Personal Information

Retention of Personal Information

Information about Children on our Site

Data Transfers

Data Controller

Whom can you contact at Strategy & Resources? 


Protecting Your Personal Information is Important

Strategy & Resources, LLC  (“Strategy & Resources,” “us,” “our,” “we”) respects your privacy and is committed  to informing you of what information we collect, how we use it, and what security measures we have taken to protect your information, including your personal data.


This Privacy Policy (also referred to as “Policy”) describes how we collect and use personal information that may directly, or indirectly, identify you during and after your working relationship with us and/or through our Site (“Personal Information”). In particular, this Privacy Policy describes the basis upon which and for what purposes we process your Personal Information, as well as your privacy rights under certain privacy laws including, where applicable, under US privacy laws and the European Union’s (“EU”) General Data Protection Regulation (“GDPR”), and how we protect your Personal Information. 


To affirm our continued commitment to the proper use of client information and protecting your privacy, we have set forth the following privacy policies.


By visiting this Site, you are accepting the practices described in this Policy. If you do not agree to this Policy, please do not use this Site. 


Changes to this Policy

This Policy may change from time to time and should be reviewed periodically. Such changes shall be effective immediately upon posting. The current version of this Policy can be accessed from the link on the bottom of our homepage, or at the bottom of our other Site pages. By accessing our Site after we have posted changes to this Policy, you are agreeing to the terms of the Policy as modified.


How We Collect Information

We collect Personal Information in order to provide you with our Strategy Consulting Services. For further details, please see the “Use of your Personal Information” section below.


You will voluntarily provide most of your Personal Information directly to us. We may also obtain Personal Information from other sources or persons. We collect Personal Information from the following sources: 

  • Information Collected Directly from You: We may collect Personal Information about you—such as your name, address, telephone number, fax number, e-mail address, etc.—directly from you. For example, Personal Information may be collected when you fill out a “Contact Us” form, sign up for our mailing lists, register for events we host or sponsor, or otherwise provide us information through the Site.

  • Information Collected Through Our Site: When you visit and use our “Contact Us” form, certain information may be collected. Among the types of information that may be collected are:

    • domain names of visitors to our Site;

    • your name, address, e-mail address and any additional information you provide in the “Contact Us” form;

    • "navigational information" regarding the traffic patterns of our Site, including the number of visits to a particular page and user-specific information on which pages a guest visits, average length of time spent on the Site and similar Site usage data; 

    • any information that you may choose to submit in connection with any e-mail messages, on-site surveys, and the like; and

    • cookies that track you when you visit our Site, your corresponding IP address, and certain other information from you when you visit our Site. For further details, please see the “Do We Use “Cookies” or Obtain Personal Information by Automated Means?” section below. 


  • Information Collected through Our IT Systems and Network: Our IT systems and network automatically filter email and other electronic communications for viruses and compliance with our internal policies. Usage of our IT systems (and access to secure office areas) is also automatically logged. Where appropriate and local law permits us to, we will monitor such communications and logs to ensure compliance with applicable rules and law and our internal policies, and for business continuity purposes. 

We may collect public information about you or your business, which is publicly available, for example on your employers’ website, public professional social networking sites, the press, and relevant electronic data sources.


The Types of Information We Collect 

The type of Personal Information we collect and how we process it will vary depending on the relationship we have with you and the context for collecting the Personal Information. Generally, this information can include:

  • personally identifying information such as name, telephone, mailing address, and fax number;

  • digital footprint data such as e-mail and IP addresses;

  • employment data such as job position and business contact information.


Lawful Basis for Processing

Strategy & Resources may have one or more of the following lawful bases to process your Personal Information:

  • Consent: your freely, informed, and voluntary consent to process your Personal Information in connection to our Strategy Consulting Services.

  • Contract: processing your Personal Information is necessary in order to fulfill a contract.

  • Legal Obligation: processing is necessary to comply with applicable rules, laws, and regulations.

  • Legitimate Interests: processing is necessary to the legitimate interests of our firm and/or a third party.


How We Use the Information We Collect 

Generally, as discussed in detail below, we may use your Personal Information:

  • to administer our relationship and maintain contractual relations;

  • for marketing and business development; 

  • for historical and statistical purposes; 

  • to comply with the firm’s regulatory obligations;

  • to establish, exercise or defend legal rights.

To Provide Strategy Consulting Services 

Where it is necessary to communicate with and perform our contract with our clients or to take steps at our client’s request to enter into the contract, Strategy & Resources may collect or generate additional details about you during the course of such engagement in order to provide you with our Strategy Consulting Services. 


Where permitted by applicable law, Strategy & Resources may record and/or monitor telephone calls made and received and electronic communications sent to or received by the firm’s networks in order to protect our business in connection to providing our services to you.  Any such recording and/or monitoring will be carried out for lawful business purposes and in accordance with applicable laws and regulations. This may include converting voice messages into text.

In order to communicate efficiently, correspondence and documents may be sent by unencrypted email. You will be aware that this is not guaranteed as a secure method of communication, nor are there any service standards for delivery. If you would prefer us not to use unencrypted email, please speak to your contact at the firm. 


For Client Development

We may use Personal Information in order to respond to, prepare for and present pitches and other proposals, and identify potential business opportunities. Largely, this involves our collection and use of non-personal business information about current, former and prospective corporate clients. However, we may also process limited Personal Information about individuals (name, current and former company, current and former title, contact information and similar information).

Newsletters, Mailing Lists, Direct Marketing, and Business Development 

We may use your Personal Information for direct marketing purposes, including to send you newsletters, client alerts and information we think may interest you either electronically and/or post-mail. 

We may also use your Personal Information to assist in the development and marketing of our services.


You may update your preferences or opt out at any time. For more information on how to exercise your rights, see the following respective sections titled, “Individual Rights[MC5] ” and “Updates and Your Choice to Opt-Out of the Collection and Sharing of Personal Information.”



If you attend an event that is run by or in association with our firm, we will collect contact details as part of event registration. This information may include dietary requirements and details of any health issues or disabilities which may impact upon your attendance at or participation in the event. 

Where an event is sponsored in association with a partner organization or hosted at an external venue (“Co-Sponsored”), we may need to share your personal details with the partner, event organizer or venue. Only the minimum information will be shared as necessary for the purposes of running the event. 


Should you choose to register or submit your information to any events where Strategy & Resources co-sponsors with a third party, Strategy & Resources will have no control over the third party sponsors' use of this information, and this Policy will not apply.


Strategy & Resources uses this information to help us develop and improve our Site to better meetyour needs. We may use your name or e-mail address to contact you or respond to your inquiries. We also use this information to help us diagnose technical issues relating to the performance of our Site.


Analytics and Improvement

To better understand how users access and use the Site, our other services and offerings, and for other research and analytical purposes, such as to evaluate and improve our services and business operations and to develop services and features. 


To Comply with Another Party’s Legitimate Interests and our Legal and Regulatory Obligations

As part of your business or other commercial dealings with our firm, we may collect or generate details about you in connection to maintain our relationship with you and maintain contractual relations and applicable legal and/or regulatory obligations.


Prevent Misconduct, Abuse and Misuse

Subject to our professional and ethical duties, we use Personal Information where we believe necessary to investigate, prevent or take action regarding illegal activities, suspected fraud, situations involving potential threats to the safety of any person, or violations of our terms of engagement. We also use Personal Information to protect and secure the Site and our information systems and networks.


In the event that we use Personal Information we collect for other purposes not identified above where direct client consent is required under applicable rules, laws and/or regulations we will provide specific notice at the time we collect such Personal Information.


Do We Use “Cookies” or Obtain Personal Information by Automated Means?

Cookies are small text files that are stored in your computer's memory and hard drive when you visit certain web pages. They are used to enable websites to function or to provide information to the owners of a website.


We use “cookies” for analytical purposes. On subsequent visits to our Site and depending on your online browser settings, we use cookies to customize our Site’s content, track your visitor status (first time visitor or repeat visitor), and aggregate traffic trends to our Site. 


Automated Decision Making.  This Site contains cookies that function as an automated decision-making mechanism to determine user location. 


Third party cookies. When you visit our Site, you may receive cookies that are set by third parties. These cookies are used for the purposes described in the bullet points above. We do not control the setting of these third party cookies, so we suggest you might wish to check the third party websites for more information about their use of cookies and how to manage them.


Amending internet browser settings to disable cookies. You can configure your browser to send accept all cookies, reject all cookies, notify you when a cookie is set, or delete cookies that have already been set. Each browser is different, so check the “Help” menu of your browser to learn how to change your cookie preferences. You are free to decline our cookies if your browser permits, although in that case you may not be able to use certain features on our Site. In addition, a number of companies offer utilities designed to help you visit websites anonymously. 


For more information about cookies and how to disable them please visit, or you may consult the vendor documentation for your specific software.


For more information on how our firm utilizes cookies, please refer to our Cookie Policy


How do We Respond to Do Not Track Signals?

We do not track users across time or over multiple websites, we do not receive, or respond to, browser do-not-track signals or other similar mechanisms.  However, as noted above, some third party websites do keep track of your browsing activities when they serve you content, which enables them to tailor what they present to you. 


Amending your internet browser’s Do Not Track signal: Do Not Track (“DNT”) is a privacy preference that users can set in certain web browsers and is a way for users to inform a particular website that they do not want certain information about their webpage visits collected over time and across websites or online services. 


To learn more about setting up a Do Not Track signal, please visit


For additional information on Do Not Track signals, please refer to our Cookie Policy. 


Providing Information to Third Parties

Strategy & Resources does not share your Personal Information with third parties (including affiliates, nonaffiliates, and/or business partners) so that they may directly market to you. The third parties with whom we may need to share Personal Information to help us provide our Strategy Consulting Services to you and to maintain our Site include:

  • to prevent fraud against Strategy & Resources;

  • our business partners for publications and events co-organized by Strategy & Resources and them;

  • to support auditing, compliance, and corporate governance functions; or

  • to comply with any and all applicable laws.


Your Rights

To the extent permitted by the applicable law of your jurisdiction, in relation to your Personal Information, you may request: 

  • to have your Personal Information corrected, for example, if it is incomplete or incorrect; 

  • to opt out of receiving marketing communications at any time;

  • the right to file a complaint with an applicable government regulator such as a Data Protection Authority.

In addition to the foregoing, if you are located in the European Economic Area (“EEA"), to the extent permitted by applicable law, in relation to your Personal Information, you may request:

  • to access the Personal Information held by us about you; 

  • the right to restrict or object to the processing of your Personal Information, or request that your Personal Information is erased; 

  • the right to receive a copy of the Personal Information which you have provided to the firm, in a structured, commonly used and machine-readable format (known as “data portability”); 

  • where you have provided Personal Information voluntarily, or otherwise consented to its use, the right to withdraw your consent.



Strategy & Resources makes every effort to protect the security of your Personal Information. We are committed to keeping Personal Information secure and we have implemented appropriate information security policies, rules and technical measures to protect the Personal Information that we have under our control from unauthorized access, improper use or disclosure, unauthorized modification and unlawful destruction or accidental loss. 


All of our employees, consultants, workers and data processors (i.e., those who process your Personal Information on our behalf, for the purposes listed above), who have access to, and are associated with the processing of Personal Information, are obligated to respect the confidentiality of such Personal Information.


Please note that no transmission over the internet is completely secure or error-free, and that the information security policies, rules and technical measures utilized and maintained by us may be subject to compromise.


Links to Third-Party Websites. As a convenience to you, Strategy & Resources may provide hyperlinks to websites operated by third parties. When you select these hyperlinks, you will be leaving the Site. 


Strategy & Resources has no control over third party websites, their content, or security. Accordingly, when you access these third party websites it is at your own risk. We encourage you to read the associated privacy policies by such third party websites to learn more about their data privacy management practices. Strategy & Resources may, in its sole discretion, block links to the third-party website and content without notice.


Updates and Your Choice to Opt-Out of the Collection and Sharing of Personal Information

We will endeavor to ensure your Personal Information is kept accurate, complete, up to date and relevant. If you feel your Personal Information is not accurate, complete or up to date, please notify us and we will take reasonable steps to ensure it is corrected. You can contact us using the details listed below.


Our Site requires opt-in consent to receive electronic marketing messages. To opt out of receiving e-mails or other direct marketing communications, such as commercial emails, please contact us using the details listed below. 


Retention of Personal Information

To the extent permitted by applicable law, we retain your Personal Information for the period necessary to serve the purposes for which we obtained it. We may also retain your Personal Information beyond such period in accordance with applicable laws, regulations, or another lawful basis, including but not limited to, compliance with our contractual obligations, legal obligations, regulatory obligations, legal claims, or another legitimate interest. 

Information about Children on Our Site

The Site is not directed to children under the age of 18 years. By using the Site, you represent and warrant that you are at least 18 years old.


If you under the age of 18, and to the extent we have unintentionally collected any of your Personal Information on our Site, you may request and obtain removal of such Personal Information. To make such a request, please send an email with a detailed description of the specific content or information to the e-mail address below. 


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.


Data Transfers

We may transfer the Personal Information we obtain about you to recipients in countries other than the country in which the information originally was collected. Those countries may not have the same data protection laws as the country in which you initially provided the information. To the extent required by applicable law, when we transfer your information to recipients in other countries (such as the United States, United Kingdom, Ireland or Cayman Islands), we will protect that information as described in this Policy.


If you are located in the European Economic Area (“EEA"), we will comply with applicable legal requirements regarding the provision of appropriate safeguards for the transfer of Personal Information to recipients in countries for which the European Commission has not issued an adequacy decision.


Data Controller

As identified under applicable law, the data controller for this Site is Strategy & Resources located at the address below.


Whom can you contact at Strategy & Resources?

If you have any questions regarding this Policy or would like to exercise your rights, you may contact us using the information below: 


Attention: Matt Lynch

Strategy & Resources, LLC

55 Rhoads Center Drive

Dayton, OH 45458

Phone: +1.937.938.8408



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