Privacy Policy

This Privacy Policy applies primarily to:

• Website visitors
• Individuals submitting general inquiries
• Prospective clients
• Users interacting with our website, scheduling systems, forms, email communications, or payment systems

Information processed as part of an active client engagement may also be governed by:

• Applicable engagement agreements
• Professional standards
• Regulatory obligations
• Confidentiality provisions specific to the engagement

If there is a conflict between this Privacy Policy and a signed engagement agreement regarding client engagement information, the signed engagement agreement will control to the extent applicable.

We may collect information directly from you, automatically through website usage, or through communications related to services and engagements.

Information You Provide

Information you voluntarily provide may include:

• Name
• Organization name
• Job title or role
• Email address
• Phone number
• Mailing address
• Billing information
• Consultation requests
• Information submitted through website forms, scheduling tools, payment systems, or email communications
• Financial, operational, reporting, compliance, or organizational information shared during consultations or engagements

Business Contact Information

Because Kearney & Partners provides business and professional services, much of the information we collect may relate to individuals acting in a professional or organizational capacity.

This may include business contact details, role information, and communications related to an organization's financial operations, reporting needs, or service inquiries.

Information Collected Automatically

When you use our website, certain information may be collected automatically, including:

• IP address
• Browser type
• Device information
• Operating system
• Website usage activity
• Referring website information
• Cookies and analytics information

We may use collected information to:

• Respond to inquiries and consultation requests
• Provide operational finance, accounting, workflow optimization, reporting infrastructure, strategic advisory, audit process management, bookkeeping, and related consulting services
• Evaluate whether our services may be a fit for your organization
• Manage scheduling, invoicing, payments, and engagement administration
• Communicate regarding engagements, operational matters, updates, scheduling, or service delivery
• Send informational, educational, or marketing communications where appropriate
• Improve website functionality, performance, and user experience
• Maintain operational security and prevent unauthorized access
• Comply with legal, regulatory, contractual, and professional obligations
• Protect our rights, operations, property, and business interests

We may occasionally send informational, educational, or marketing communications related to:

• Industry updates
• Thought leadership
• Service offerings
• Operational finance insights
• Organizational updates

You may opt out of non-service-related communications at any time by:

• Following unsubscribe instructions included in communications
• Contacting us directly using the information below

Operational, administrative, billing, legal, or engagement-related communications may still be sent as necessary for service delivery and administration.

Kearney & Partners works with organizations operating in regulated and compliance-sensitive environments, including:

• Public Housing Authorities
• Housing Finance Agencies
• Affordable housing organizations
• Federally funded nonprofits

Information shared during consultations or engagements is handled with professional discretion consistent with:

• Applicable professional obligations
• Engagement terms
• Operational security practices

However, submitting information through this website alone does not establish:

• A formal client relationship
• Privileged communications
• Confidentiality obligations beyond this Privacy Policy

Absent a separate written engagement agreement where applicable.

We encourage you not to submit highly sensitive, confidential, privileged, or regulated information through general website forms unless specifically requested through an appropriate secure channel.

Payments may be processed through third-party payment providers such as Stripe.

Kearney & Partners does not directly store complete payment card information on internal systems.

Payment processors may collect and process payment details, billing information, transaction information, and related data in accordance with their own privacy policies and terms.

Please review the privacy policies and terms of any third-party payment providers for additional information regarding their practices and security measures.

By communicating electronically with Kearney & Partners, you consent to receiving communications electronically, including:

• Scheduling confirmations
• Invoices
• Engagement materials
• Operational correspondence
• Service-related updates
• Administrative notices

While we use reasonable safeguards designed to protect communications, no electronic transmission or storage system can be guaranteed fully secure.

Kearney & Partners may utilize secure third-party software platforms, cloud systems, workflow automation tools, document management technologies, analytics systems, communication tools, scheduling tools, or AI-assisted technologies to support:

• Operational efficiency
• Reporting workflows
• Internal administration
• Service delivery
• Documentation management
• Website performance and analytics

Professional judgment, engagement oversight, and client-facing deliverables remain subject to human review and supervision.

We do not sell personal information.

We may share information:

• With trusted service providers supporting operations or service delivery
• With payment processors, cloud providers, scheduling systems, analytics providers, communication platforms, or technology vendors
• With professional advisors, legal counsel, accountants, or consultants where appropriate
• When required by law, regulation, subpoena, court order, or legal process
• To protect our rights, operations, security, property, or business interests
• To prevent fraud, misuse, security incidents, or unauthorized activity
• In connection with organizational restructuring, merger, acquisition, financing, sale of assets, or business transfer

Service providers are expected to use information only as necessary to provide services to us or support our operations.

We may use aggregated, anonymized, or de-identified information for business, operational, analytical, or service improvement purposes.

This type of information does not reasonably identify a specific individual or organization.

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (“CCPA”) and California Privacy Rights Act (“CPRA”), including the right to:

• Request access to certain personal information we collect
• Request deletion of certain personal information
• Request correction of inaccurate information
• Understand how personal information is used
• Request information about categories of personal information collected, disclosed, or shared

Kearney & Partners does not sell personal information.

Kearney & Partners does not share personal information for cross-context behavioral advertising purposes.

We may take reasonable steps to verify the identity of individuals submitting privacy-related requests before responding. Verification may include confirming information reasonably related to your request, your organization, or prior communications with us.

Requests may be submitted using the contact information below.

Depending on your location and applicable law, you may have additional privacy rights related to access, correction, deletion, portability, restriction, or objection to certain processing activities.

We will respond to applicable privacy requests in accordance with relevant legal requirements.

We implement reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, disclosure, misuse, alteration, or destruction.

However, no system, transmission method, website, cloud service, or storage platform can be guaranteed completely secure.

You are responsible for using secure methods when transmitting sensitive information and for maintaining appropriate safeguards within your own organization.

For details on our administrative and technical safeguards, see our Data Handling & Security Policy.

We retain information only as long as reasonably necessary for:

• Operational purposes
• Legal and regulatory obligations
• Professional documentation requirements
• Security and business administration purposes
• Engagement administration and recordkeeping
• Dispute resolution or enforcement of agreements

Retention periods may vary based on the nature of the information, the purpose for which it was collected, applicable professional obligations, legal requirements, regulatory requirements, and engagement-specific needs.

When information is no longer reasonably necessary for these purposes, we may delete, archive, de-identify, or otherwise manage the information consistent with applicable obligations and internal practices.

Our website may use cookies, analytics technologies, and similar tracking tools to improve:

• Website functionality
• Performance
• User experience
• Operational analytics
• Website security

You may adjust browser settings to refuse cookies; however, portions of the website may not function properly as a result.

At this time, we do not use cookies to sell personal information.

Our website and services are intended for business and professional use.

We do not knowingly collect personal information from individuals under 18 years of age.

If we become aware that personal information from a minor has been submitted, we may delete such information.

Our website may contain links to third-party websites, systems, platforms, or resources.

Kearney & Partners is not responsible for the privacy practices, content, security, availability, or operations of third-party services.

Your use of third-party services is governed by the terms and privacy policies of those third parties.

Depending on your jurisdiction and applicable law, you may have rights related to:

• Accessing personal information
• Requesting corrections
• Requesting deletion of certain information
• Restricting certain processing activities
• Opting out of certain communications
• Requesting information about how personal information is used

We may need to verify your identity before processing certain requests.

Requests may be submitted using the contact information below.

We may update this Privacy Policy periodically.

Updated versions will be posted on this page with a revised effective date. Your continued use of the website or services after updates are posted indicates acceptance of the updated Privacy Policy to the extent permitted by law.