Terms of Service

These Terms of Service (the “Terms”) govern your access to and use of the DesignProLeads website and portal at www.designproleads.com (the “Service”), which is operated by Ron Blank & Associates, Inc., San Antonio, Texas (“RBA”, “we” or “us”). In these Terms, “you” means anyone who accesses or uses the Service, whether or not you are signed in. The public pages of the Service describe RBA’s programs and let visitors contact RBA. The signed-in portal gives the companies that sponsor or provide continuing-education content with RBA, the presenters who deliver it, and RBA staff, access to reports about that content and about the people who took it. The Service is intended for business use.

These Terms are one complete document. The general terms come first, then the policies on cookies, privacy, course credit, sales, certifications and sweepstakes, and then the terms that apply to the particular functions of the Service. Every section applies to you. Headings are for convenience only.

1. Acceptance, Age and Cookies

These Terms govern your use of the Service. By accessing or using the Service, you accept these Terms in full. If you disagree with these Terms or any part of them, you must not use the Service. If you use the Service on behalf of an organization, you represent that you are authorized to bind that organization.

You must be at least 18 years of age to use the Service. By using the Service and by agreeing to these Terms, you warrant and represent that you are at least 18 years of age.

The Service uses cookies and similar technologies. By using the Service and agreeing to these Terms, you consent to RBA’s use of cookies and similar technologies in accordance with these Terms, including the sections titled “Cookies and Similar Technologies” and “Privacy: How We Use Information”.

2. License to Use the Service

Unless otherwise stated, RBA and/or its licensors own the intellectual property rights in the Service and in the material on it. Subject to the license below, all of these intellectual property rights are reserved.

Subject to these Terms, RBA grants you a limited, revocable, non-exclusive, non-transferable license to access the Service, to view and print pages or other content, and to download content that the Service makes available for download, solely for your own use in the role for which RBA gave you access.

You must not: republish material from the Service (including republication on another website); sell, rent or sub-license material from the Service; show any material from the Service in public; reproduce, duplicate, copy or otherwise exploit material on the Service for a commercial purpose; edit or otherwise modify any material on the Service; or redistribute material from the Service, except for content specifically and expressly made available for redistribution.

Where content is specifically made available for redistribution, it may only be redistributed within your organization. Documents and resources made available to you through the Service are for your own business use and may not be redistributed, published, or shared outside your organization without RBA’s prior written consent.

3. Acceptable Use

You must not use the Service in any way that causes, or may cause, damage to the Service or impairment of its availability or accessibility, or in any way that is unlawful, illegal, fraudulent or harmful, or in connection with any unlawful, illegal, fraudulent or harmful purpose or activity.

You must not use the Service to copy, store, host, transmit, send, use, publish or distribute any material that consists of (or is linked to) any spyware, computer virus, Trojan horse, worm, keystroke logger, rootkit or other malicious computer software, or send automated traffic that impairs the Service or another person’s use of it.

You must not conduct any systematic or automated data collection activities (including without limitation scraping, data mining, data extraction, data harvesting and bulk export) on or in relation to the Service without RBA’s express written consent. This does not prevent you from using an export or download function that the Service itself provides for your role.

You must not use the Service to transmit or send unsolicited commercial communications. You must not use the Service for any purpose related to marketing without RBA’s express written consent. Work that RBA assigns to you as a member of its staff is done with that consent, and so is a company’s use of lead data in the way the section titled “Lead Data: Recipient Obligations” allows.

You must not attempt to cause the Service to operate in an unintended way. You must not attempt to use or exploit any existing vulnerability of the Service, and you must not probe, scan or test the security of the Service without RBA’s authorization. If you become aware of a vulnerability or a security problem, you must report it to RBA promptly and must not use or disclose it.

You must not attempt to access accounts, data or areas of the Service that you are not authorized to use, share your account, use another person’s account, or impersonate any person or organization.

4. Restricted Access and Credentials

Access to certain areas of the Service is restricted. RBA reserves the right to restrict access to any area of the Service, or indeed the entire Service, at RBA’s discretion.

If RBA provides you with a user ID and password to enable you to access restricted areas of the Service or other content or services, you must ensure that the user ID and password, and any one-time sign-in code or link that RBA sends you, are kept confidential. You are responsible for all activity that occurs under your account. You must provide accurate profile information, keep it current, and notify RBA promptly if you believe your account has been accessed without authorization or if you see activity in the Service that you did not initiate.

RBA may disable your user ID and password, and may end any of your sessions, in RBA’s sole discretion without notice or explanation.

5. User Content

In these Terms, “your user content” means material (including without limitation text, images, audio material, video material, audio-visual material, files and records) that you submit to the Service, for whatever purpose.

You grant to RBA a worldwide, irrevocable, non-exclusive, royalty-free license to use, reproduce, adapt, publish, translate and distribute your user content in any existing or future media. You also grant to RBA the right to sub-license these rights, and the right to bring an action for infringement of these rights.

Your user content must not be illegal or unlawful, must not infringe any third party’s legal rights, and must not be capable of giving rise to legal action whether against you or RBA or a third party (in each case under any applicable law). You represent that you have the right to submit what you submit.

You must not submit any user content to the Service that is or has ever been the subject of any threatened or actual legal proceedings or other similar complaint.

RBA reserves the right to edit or remove any material submitted to the Service, or stored on RBA’s servers, or hosted or published upon the Service. Notwithstanding RBA’s rights under these Terms in relation to user content, RBA does not undertake to monitor the submission of such content to, or the publication of such content on, the Service.

6. No Warranties and No Professional Advice

The Service is provided “as is” and “as available” without any representations or warranties, express or implied. RBA makes no representations or warranties in relation to the Service or the information and materials provided on it, including any implied warranty of merchantability, fitness for a particular purpose, title or non-infringement.

Without prejudice to the generality of the foregoing paragraph, RBA does not warrant that: the Service will be constantly available, or available at all; the Service will be uninterrupted, error-free, secure, or free of viruses or other harmful components; or the information on the Service is complete, true, accurate, current or non-misleading.

Nothing on the Service constitutes, or is meant to constitute, advice of any kind. If you require advice in relation to any architectural, engineering, interior design, construction, legal, financial or medical matter you should consult an appropriate professional.

7. Limitations of Liability

RBA will not be liable to you (whether under the law of contract, the law of torts or otherwise) in relation to the contents of, or use of, or otherwise in connection with the Service, for: (a) any failure to report course completions or credits to crediting organizations; (b) the loss of any credential or license of any type; (c) incorrect information delivered to you in any format by any delivery method; (d) the loss, theft or misuse of any user ID or password; (e) to the extent that the Service is provided free of charge, any direct loss; (f) any indirect, special, incidental, consequential, exemplary or punitive loss; or (g) any business losses, business interruption, loss of revenue, income, profits or anticipated savings, loss of contracts or business relationships, loss of reputation or goodwill, or loss or corruption of information or data.

These limitations of liability apply even if RBA has been expressly advised of the potential loss.

8. Exceptions

Nothing in these Terms will exclude or limit any warranty implied by law that it would be unlawful to exclude or limit, and nothing in these Terms will exclude or limit RBA’s liability in respect of any: death or personal injury caused by RBA’s negligence; fraud or fraudulent misrepresentation on the part of RBA; or matter which it would be illegal or unlawful for RBA to exclude or limit, or to attempt or purport to exclude or limit, its liability.

9. Reasonableness

By using the Service, you agree that the exclusions and limitations of liability set out in these Terms are reasonable. If you do not think they are reasonable, you must not use the Service.

10. Officers, Employees and Other Protected Persons

You accept that, as a limited liability entity, RBA has an interest in limiting the personal liability of its officers and employees. You agree that you will not bring any claim personally against RBA’s officers or employees in respect of any losses you suffer in connection with the Service.

Without prejudice to the foregoing paragraph, you agree that the limitations of warranties and liability set out in these Terms will protect RBA’s officers, employees, agents, parent company, subsidiaries, affiliates, successors, assigns and sub-contractors as well as RBA.

11. Unenforceable Provisions

If any provision of these Terms is, or is found to be, unenforceable under applicable law, that will not affect the enforceability of the other provisions of these Terms.

12. Indemnity

You hereby indemnify RBA and undertake to keep RBA indemnified against any losses, damages, costs, liabilities and expenses (including without limitation legal expenses and any amounts paid by RBA to a third party in settlement of a claim or dispute on the advice of RBA’s legal advisers) incurred or suffered by RBA arising out of any breach by you of any provision of these Terms, arising out of your misuse of the Service or your infringement of another person’s rights through the Service, or arising out of any claim that you have breached any provision of these Terms. This indemnity extends to RBA’s officers, employees and agents.

13. Breaches of These Terms

Without prejudice to RBA’s other rights under these Terms, if you breach these Terms in any way, RBA may take such action as RBA deems appropriate to deal with the breach, including suspending your access to the Service, prohibiting you from accessing the Service, ending your sessions, deactivating your account, blocking your access to the Service, contacting your internet service provider to request that they block your access to the Service, and/or bringing court proceedings against you.

14. Variation

RBA may revise these Terms from time to time. Revised Terms apply to the use of the Service from the date of publication of the revised Terms on the Service, and RBA does not give advance notice of a change. The effective date shown on the Terms is the date of the most recent revision. RBA may also require signed-in users to accept the current version, as described in the section titled “Acceptance of Updated Terms”, and your continued use of the Service after a revision is posted is your acceptance of it whether or not RBA asks you to accept it. Please check this page regularly to ensure you are familiar with the current version.

RBA will notify you of material changes to the privacy sections of these Terms as required by law, and will in every case post the updated Terms on the Service.

15. Assignment

RBA may transfer, sub-contract or otherwise deal with RBA’s rights and/or obligations under these Terms without notifying you or obtaining your consent.

You may not transfer, sub-contract or otherwise deal with your rights and/or obligations under these Terms.

16. Severability and No Waiver

If a provision of these Terms is determined by any court or other competent authority to be unlawful and/or unenforceable, the other provisions will continue in effect. If any unlawful and/or unenforceable provision would be lawful or enforceable if part of it were deleted, that part will be deemed to be deleted, and the rest of the provision will continue in effect.

RBA’s failure to enforce any provision of these Terms is not a waiver of RBA’s right to enforce that or any other provision later.

17. Entire Agreement and Language

These Terms, including every section of them on cookies, privacy, course credit, sales, certifications and training, and sweepstakes, constitute the entire agreement between you and RBA in relation to your use of the Service, and supersede all previous agreements in respect of your use of the Service, except for any separate written agreement between RBA and an organization that governs a business relationship with RBA. English is the governing version of these Terms, and any translation is provided for convenience only.

18. Governing Law and Jurisdiction

These Terms are governed by and construed in accordance with the laws of the State of Texas and the applicable laws of the United States, without regard to their conflict-of-laws principles. Any dispute relating to these Terms or the Service will be resolved exclusively in the state or federal courts located in Bexar County, Texas, and you consent to that jurisdiction and venue.

19. Cookies and Similar Technologies

The Service uses cookies and similar technologies, for example to keep you signed in, to protect forms, to remember your choices and preferences, and to help RBA understand and improve the use of the Service. Third parties may also place or read cookies or similar technologies when you use the Service, and other parties may collect information about your online activities over time and across different websites or online services. Where RBA or its affiliates use cookies or similar technologies on other RBA websites, the terms published on those websites govern them.

Some websites and web browsers offer “Do Not Track” features that allow you to tell a website not to track you. These features are not uniform, and the Service does not currently respond to Do Not Track signals.

Signed-in users may see advertisements and announcements that RBA staff create and publish, as described in the section titled “Advertisements and Announcements”. RBA’s other websites, emails and downloadable content may carry advertised products, and the terms of those websites and communications govern them.

20. Privacy: Information We Collect

This section and the three that follow it describe how RBA treats personal information collected and held through the Service. By using the Service, you consent to the collection, use and disclosure of your information as set out in these Terms. If you do not agree, you may not access or use the Service.

RBA collects account information about the people who use the Service, such as name, email address, username, phone number, company, job title, website and mailing address, the companies and roles that an account is assigned to, and display and notification choices.

RBA also collects and holds business information about the companies that use or are described in the Service, and information about the people who take or request the content that those companies sponsor. For those people, the information can include name, prefix, suffix, job title, profession, employer or firm, email address, phone number, postal address, city, state, postal code and country, the course, webinar, podcast or Lunch & Learn that the person took or requested, when the person finished it, its credit hours and credit types, its presenter and sponsor, and answers that the person gave in connection with the content or a request.

RBA collects information that you submit or post, such as the inquiry, message and details that you send through a form, the details that you enter in your profile, messages that you send, bug reports and any attachment, and the invitations and requests that account holders make. RBA collects information automatically when you use the Service, such as information about your device, browser and connection, including your IP address, the pages you view and the page you came from, information from cookies and similar technologies, your approximate location, and your activity in the Service, such as the reports that you run and the files that you download.

RBA collects information from other sources, such as RBA’s affiliates, RBA’s other websites and systems, persons acting on your behalf, such as an account holder that invites you or enters your details, and the staff who administer the Service.

21. Privacy: How We Use Information

RBA uses information to respond to requests and questions and to provide the Service: to run accounts and teams, to show each company the figures and lead records for the content that it sponsors, to show each presenter the presentations and leads that the presenter is listed on, to keep the Service consistent with RBA’s other records, and to administer those relationships.

RBA uses information to administer the Service and for its internal operations, to improve the Service and RBA’s programs, and to produce internal reports, statistics and dashboards. RBA uses information for security purposes, to protect RBA, its customers and its websites, and to investigate and respond to misuse.

RBA uses information to communicate with you about your account or our relationship, including about these Terms or any other policy that applies to your account, and to send the service messages described in the section titled “Notifications and Email”.

RBA staff use the information held in the Service to run RBA’s business relationships and programs, which includes business communication with the people the records describe, carried out in the way and with any consent that applicable law requires. RBA uses information as otherwise disclosed in these Terms or permitted by law.

22. Privacy: How We Share Information

RBA shares information within the RBA group, meaning with companies owned by or affiliated with RBA, and with RBA’s other websites and systems, where the law allows.

RBA shares information with data processors, service providers and other third parties that perform services on its behalf. Some of these may be located in a country other than the one where you live.

RBA’s programs, courses and webinars are delivered with providers, sponsors and manufacturers that are independent organizations and are not part of RBA. The Service exists in part so that RBA can share information about a person’s participation in a program with the provider, sponsor or manufacturer concerned. That information includes the person’s name, employer, job title, contact details and location, the course or webinar, and the date, and it reaches the organization through the reports, lead records and downloads described in the section titled “Company Reports, Figures and Lead Records”. Those organizations act under their own terms and policies, are bound by the section titled “Lead Data: Recipient Obligations” as to their use of the Service, and may contact the person.

Within a company, the Service shows information to the people that the company has named. A Control Account sees what the company’s reports and lists show, the people on the company’s team, and the contact details and activity of the company’s presenters, and a presenter sees the presentations and leads that the presenter is listed on, as described in the sections titled “Control Accounts, Teams and Presenter Access” and “Presenter View”.

RBA will share information if it believes it has to in order to comply with the law or to protect itself, its customers or others. For example, RBA will share information to respond to a court order or subpoena or to a lawful request by public authorities, including to meet national security or law-enforcement requirements, to enforce these Terms or any other agreement, to protect the rights of others, and to investigate potential fraud, including fraud that RBA believes has happened at any time.

RBA may share information with a successor to all or part of its business. For example, if part of RBA’s business or assets are sold, RBA may disclose user information as part of that transaction.

23. Privacy: Your Choices

If any message from RBA offers instructions to stop promotional email, you can follow them. Even if you opt out of promotional messages, RBA may continue to send transactional messages, which include responses to your questions and the messages described in the section titled “Notifications and Email”. You can choose which categories of notice the Service emails to you from your account page, although service messages are not among the categories that you can turn off.

You can control cookies through your browser settings. Blocking cookies may prevent parts of the Service from working.

If you want to correct, update or reasonably access information that RBA holds about you, to ask how it is used or disclosed, or to ask for it to be removed, you can update some of your profile information on your account page, and you can make any request using the contact route in the section titled “Contact and Requests”. This includes requests by individuals in Canada to access or correct their personal information under applicable Canadian privacy law. Requests are handled as applicable law requires and in light of RBA’s legal, contractual and program-preservation obligations.

24. Users Outside the United States and Canada

The Service is operated from the United States and is intended for users in the United States and Canada. RBA does not offer its services to customers outside the United States and Canada or to customers governed by laws other than those of the United States and Canada, so RBA is not subject to privacy laws other than those of the United States and Canada and makes no claims or guarantees to residents of other countries about their privacy.

The Service is subject to the privacy laws of the State of Texas, of the United States and of Canada. RBA does not comply with the privacy or consumer-protection laws of the European Union, the United Kingdom or any other jurisdiction outside the United States and Canada, including the US-EU Privacy Shield and the GDPR. If privacy protections based on a law other than United States or Canadian law apply to you, you are notified to refrain from using the Service in any capacity. If you access the Service from outside the United States and Canada, you do so on your own initiative and you are responsible for compliance with local law. RBA does not represent that the Service or its content is appropriate or available for use in any jurisdiction outside the United States and Canada.

25. Your California Privacy Rights

If you reside in California, you have the right to ask us one time each year if we have shared personal information with third parties for their direct marketing purposes. To make a request, use the contact form on this website or phone RBA at the number shown on the Contact page. Say that you are a California resident making a “Shine the Light” inquiry.

26. Children

The Service is meant for adults and is not directed to children under 18. If you are a parent or legal guardian and think your child under 18 has given information through the Service, use the contact form on this website or phone RBA at the number shown on the Contact page, and say that you are making a “COPPA Information Request”.

27. Security, Storage and Retention

The Internet is not 100% secure, and RBA cannot promise that your use of the Service will be completely safe. Any transmission of your data to the Service is at your own risk. You should use caution when using the Internet, which includes not sharing your passwords.

Information collected through the Service may be transferred to, or stored at, a destination in the United States or another destination outside the United States. It may be processed by staff operating in those locations who work for RBA or for one of its suppliers. If you live outside the United States, you understand and agree that your information may be transferred to the United States, and that United States laws may not give the same level of protection as the laws of your country.

RBA keeps personal information for as long as needed for the business relationship, plus any period required by law, and keeps information as otherwise required by law.

28. Links to Other Sites

If you click a link from the Service to a third-party site, you will be taken to a website that RBA does not control. These Terms do not apply to the privacy practices of that website, and you should read its privacy policy carefully. RBA is not responsible for third-party sites or their policies.

29. Course Credit Delivery

The Service is a reporting portal. It does not deliver courses, issue credit or report credit to any crediting organization. It shows companies and presenters figures and records drawn from RBA’s records, such as completions, attendance and credit hours, and it shows course information where RBA’s records hold it. That information is provided for the business use of the person who sees it, and it is not a certificate, a transcript or a guarantee of credit. The section titled “Accuracy and Coverage of Figures” applies to every figure and record that the Service shows.

RBA does not provide course credits. All course credits are provided by third-party organizations. Although courses may be approved for credit by listed organizations, the third-party organization keeps final control of whether credit is delivered and how it is applied to the people and systems under its control. Credit offerings are not guaranteed whatsoever, and the credit actually earned is applied based on the approvals of the third-party organizations, which may change their requirements at any time without notice. A course or credit is also subject to the terms and conditions of the third-party organization that issues the credit.

Any listing of applicable credits is not guaranteed to be accurate or complete, and credits that apply to a course may change at any time without notice. RBA does not guarantee that any credit will satisfy the requirements of any organization, license, licensing board or program, and RBA does not guarantee acceptance of any course credit by any licensing board. It is ultimately the responsibility of each person to confirm that the courses and credit they take provide the credit they need, and to satisfy every requirement of any license they hold. If requirements are not completed in time a license may be suspended, and that is not within RBA’s control.

RBA does not guarantee that a completed course or credit will be accurately reported to any agency or organization, or reported at all, and RBA reserves the right to cancel any reporting service at any time without notice. Credit must be reported to state organizations as necessary, and RBA does not accommodate individual state licensing requirements or state licensing board guidelines. Credit may not be reported for a person whose member number was not on file before the course was completed.

Presentations are delivered by independent sponsors, providers, manufacturers and presenters. RBA does not guarantee that a presentation will be scheduled, or that it will be available in every area.

30. Sales, Purchases and Refunds

The Service sells nothing. It takes no orders or payments, and nothing can be purchased through it, so no purchase, refund, store-credit, purchase-duration or transferability terms apply to the Service. The Service offers no program packages and no subscriptions. Any engagement of RBA’s programs or services is made only under a separate written agreement.

Program descriptions, schedules, formats, availability and sales materials shown in the Service are for information. They may change, they are not an offer, a quotation or a contract, and pricing is not binding until it is set out in a signed agreement. The Service shows renewal dates for information only. For purchases made on any other RBA website, the sales terms published on that website govern.

31. Certifications and Training

No certifications are granted by any program, course or information provided through the Service. RBA may or may not issue certificates of completion elsewhere, and those should not be considered a certification. The Service and the programs it supports are meant only to train in the proper use, sales, installation and distribution of products, and they are not intended to certify that any person is capable of using, selling, installing or distributing a product as the product’s manufacturer intends. To become “Certified” in any capacity related to a product or service, contact the manufacturer of that product to ask how to become certified.

These terms apply regardless of any statement to the contrary made by any person, and by any method of transmission, including oral, electronic, written or any other method.

32. Sweepstakes, Contests and Giveaways

The Service does not run sweepstakes, contests or giveaways, and nothing in the Service is an entry into, or an offer of a prize in, any of them. If RBA offers a sweepstakes, contest or giveaway, it does so under its own published official rules, and those rules apply only to that promotion.

33. Accounts and Sign-In

The Service is for the people whom RBA has authorized to use it: RBA staff and administrators, the people who act for the companies that sponsor or provide continuing-education content with RBA, and the presenters of that content. There is no public sign-up. The registration page does not create an account, and a request for access is not an account. An account is created in one of three ways. RBA personnel create staff and administrator accounts. RBA staff authorize a Control Account for the Service, as described in the section titled “Synchronization With RBA Systems”. A company’s Primary Control Account invites a colleague or a presenter, as described in the section titled “Control Accounts, Teams and Presenter Access”.

There are three kinds of account. Staff and administrator accounts belong to RBA personnel, who administer the Service and can see what companies see. A Control Account represents a company: it is assigned to one or more companies, it sees the reports, figures and lead records of those companies, and, if it is a company’s Primary Control Account, it manages that company’s team. A presenter account is assigned to a company only as a presenter, and it is limited to the view described in the section titled “Presenter View”. The Service labels company accounts, whether Control Accounts or presenters, as Point of Contact accounts. An account that is not assigned to any company sees no company information. A company’s access is personal to the people it names and must not be shared.

You sign in with your email address and password, and RBA may require further steps to finish signing in. RBA may end your sessions at any time. Signing out ends your session in that browser.

You are responsible for the activity under your account and for keeping your password and any sign-in code confidential. Administrators may require you to set a new password at your next sign-in. You must not share your account or use another person’s account. You agree to provide accurate profile information and to keep it current, and to notify RBA promptly, using the contact route in the section titled “Contact and Requests”, if you believe your account has been accessed without authorization or if you see activity in the Service that you did not initiate.

34. Control Accounts, Teams and Presenter Access

Every company has exactly one Primary Control Account. Only the Primary Control Account can invite a colleague or a presenter by email, and only it can remove a member of the company’s team. A person who accepts an invitation from a company’s Primary Control Account gets an account and the access that the invitation names. An invitation from RBA staff, or from anyone who is no longer the Primary Control Account, authorizes nothing.

A presenter who needs access to a company can send a request using the account-request form on the public pages of the Service. The form asks for the presenter’s name, email address and company, and it accepts an optional note. Any Control Account of the company may deny the request or later revoke a presenter’s access. Only the company’s Primary Control Account can grant a request or otherwise authorize a presenter.

A Control Account of a company can see the contact details that RBA holds for the company’s presenters, such as name, job title, email address, phone number and address, and can see the activity records of those presenters, as described in the section titled “Usage Information and Activity Records”. The company’s Primary Control Account can edit a presenter’s details.

A Primary Control Account is responsible for the people whom it invites and keeps on its company’s team, for removing a person who should no longer have access, and for making sure that those people comply with these Terms. You are responsible for what the people whom you invite do with the Service on behalf of your company.

35. Account Removal and Record Preservation

RBA may block, deactivate or remove an account at any time. The Service keeps accounts for RBA staff and for the people whom RBA’s records authorize, so RBA may remove an account that those records no longer authorize, and may remove a company, together with the accounts that exist only because of that company, when the company is no longer active in RBA’s records. Removing an account removes it and the records that exist only because of it from the Service. RBA may keep copies of records in backups and in its other systems, and removal from the Service does not delete those records.

The Service does not let a user delete their own account. If you need account information corrected, or you ask RBA to consider removing a record, make the request using the contact route in the section titled “Contact and Requests”. Requests are handled as applicable law requires and in light of RBA’s legal, contractual and program-preservation obligations.

36. Suspension, Termination and Survival

RBA may suspend, block or terminate access, including by deactivating or removing an account, for any violation of these Terms, when the business relationship that underlies an account ends, when RBA’s records no longer authorize the account, or as reasonably needed to protect the Service. On termination, the license granted in the section titled “License to Use the Service” ends immediately with respect to future use.

Your obligations about lead data, confidentiality and restricted use continue after your access ends, and ending your access does not delete the records that RBA keeps under the section titled “Account Removal and Record Preservation”.

The sections titled “License to Use the Service” (as to RBA’s rights), “User Content”, “No Warranties and No Professional Advice”, “Limitations of Liability”, “Exceptions”, “Officers, Employees and Other Protected Persons”, “Indemnity”, “Governing Law and Jurisdiction”, “Account Removal and Record Preservation”, “Lead Data: Recipient Obligations”, “Accuracy and Coverage of Figures”, “Confidential Sales Materials” and “No AI Training and No Competing Product” survive termination or deactivation of any account and continue in effect, together with any other provision of these Terms that by its nature should survive.

37. Company Reports, Figures and Lead Records

What a company sees. A company account shows information about the continuing-education content that the company sponsors or provides with RBA, which can include online courses, podcasts, webinars, and Lunch & Learn courses and requests. The Service reads that information from RBA’s course websites, as described in the section titled “Data From RBA Course Websites”. It shows figures such as the number of people reached, completions, credits earned and the share of attempts that ended in credit, activity over time, and activity by state and by profession.

Identified lead records. The Service does not show only totals. It shows identified lead records about the people who completed or requested the company’s sponsored content. Depending on the record, these can include the person’s name, employer or firm, job title, email address, phone number, city, state and country, the course, webinar or request concerned, the date, the credits, and the answers that the person gave to survey questions. These records appear in the Hot Leads tile and on the Hot Leads page, in the details of a Lunch & Learn request, in custom reports, and in downloads in CSV, Excel and PDF form.

Hot Leads. Hot Leads lists webinar attendees who showed interest, for example by asking for more information, or by answering that they could specify a product for a current project or in the future. A signal is an indication of interest only. It is not a promise of purchase, and RBA does not guarantee that any lead will respond or buy.

Custom reports and downloads. A company can filter its data in custom reports, run them and download the result.

Small groups. The Service may withhold some figures when the group behind them is small.

38. Lead Data: Recipient Obligations

In these Terms, “lead data” means the information about people that the Service shows or exports to you, such as names, employers, job titles, email addresses, phone numbers, locations and survey answers, whether it appears as a lead record, a list, a Hot Leads entry, the details of a Lunch & Learn request, a report or a download. RBA gives a company access to lead data about the people who completed or requested that company’s sponsored content so that the company can follow up with them about it. These are the terms on which it does so.

Lawful use. You must use lead data lawfully and only for your own company’s business follow-up with the people it describes. You are solely responsible for your use of lead data and for your contact with those people.

Anti-spam laws and opt-outs. You must comply with every law that applies to your contact with those people, including laws about email, telephone and text-message communications and about unsolicited communications, and you must honor any request from a person to stop contacting them, including an unsubscribe request.

No resale or redistribution. You must not sell, resell, rent, license, publish or otherwise redistribute lead data outside your organization. Inside your organization, you must limit it to the people who need it for the purpose above, and you are responsible for what they do with it.

No AI training. You must not use lead data to train, fine-tune, develop or improve any artificial-intelligence or machine-learning model or system.

No re-identification. Where the Service shows you totals, percentages or other aggregate figures, you must not use them, alone or together with other information, to identify, single out or contact a person who is not shown to you as an identified record.

Confidentiality and security. Lead data is confidential information of RBA and of the people it describes. You must keep it secure and must not disclose it except as these Terms allow.

Downloads. The exports and downloads that the Service provides for your role are provided for the purposes above, and the section titled “Acceptable Use” does not prohibit using them for those purposes.

Breach. If you breach this section, RBA may suspend or end your access, stop providing lead data, and take the other actions described in the section titled “Breaches of These Terms”. These obligations continue after your access ends.

39. Accuracy and Coverage of Figures

Sources and coverage. Figures and lead records are drawn from RBA’s records and course websites where content is recorded against your company. Some content on those websites carries no record of the sponsoring company, and content without such a record is not counted.

Indication only. Figures and lead records can be incomplete, delayed or out of date, because they come from other systems and may not include every person or every item. Figures are an indication of activity. They are not a complete record, an invoice, a certificate or a guarantee of credit, and they are not a substitute for RBA’s own records.

No reliance for compliance or credit. You must not rely on a figure or record to satisfy any regulatory, accreditation, licensing, reporting, billing or other obligation of your own, or to establish that any person received credit, without confirming it with RBA or with the crediting organization concerned. RBA does not guarantee any number of leads, completions or credits, or any business result from sponsored content.

Read-only. The Service does not let you alter course records, learner records or accreditation data.

40. Presenter View

A presenter account sees only the presentations that the presenter is listed on and the leads from those presentations. Every other page of the Service, such as the company dashboard, reports, Hot Leads, calendar, team and exports, is closed to a presenter account, apart from the account and help pages. An account that is also a Control Account keeps the Control Account’s view.

The section titled “Lead Data: Recipient Obligations” applies to a presenter for the leads from the presenter’s own presentations.

41. Data From RBA Course Websites

The Service shows information that comes from RBA’s course websites and from RBA’s other records. That information can include courses, webinars, podcasts, Lunch & Learn courses and requests, presenters, and the completion and attendance records of the people who took them.

What the Service shows may be a little out of date, incomplete or unavailable. RBA does not warrant that any figure is complete or current.

The people whose records appear took their courses on those websites, which have their own terms and privacy policies, and RBA may share information about their participation with the sponsor or provider concerned, as described in the section titled “Privacy: How We Share Information”. A request to correct or remove such a record is made using the contact route in the section titled “Contact and Requests”, and is handled as applicable law requires and in light of RBA’s legal, contractual and program-preservation obligations.

42. Synchronization With RBA Systems

The Service exchanges company and person information with RBA’s other systems, which RBA staff use. Those systems are the authority for companies, for the people assigned to them, for each person’s authorization to use the Service, and for the account manager assigned to each company, and the Service mirrors them. Changes to a person’s own profile fields, access that a Control Account grants to a presenter, invitations that are created or accepted, and presenter details that a Primary Control Account edits may be passed to those systems.

If the same profile field is changed in both places, the more recent change prevails. If those systems cannot be reached, the Service may show the last values that it received. These systems are operated by RBA, so this is not sharing with a third party.

43. Notifications and Email

The Service sends email and other messages in connection with the Service, such as sign-in and account messages, access and invitation notices, messages that you send to your account manager, notices about content, reports and renewals, and replies to bug reports and inquiries.

You can choose which categories of notice you receive from your account page. RBA decides which other messages the Service sends, and RBA may turn any or all email on or off at any time, so a message may not be sent. These are service messages.

44. Advertisements and Announcements

Signed-in users may see advertisements and announcements that RBA staff create and publish in the Service. An advertisement has a title, text, an optional image or video, and an optional button that links to a destination that RBA chooses. It appears in named places in signed-in pages, such as the Welcome page, until RBA pauses it or it expires. An announcement is a notice that RBA staff publish to signed-in users.

An advertisement is not an endorsement, an offer or a contract. RBA is not responsible for a website that an advertisement links to, and the section titled “Links to Other Sites” applies to it.

45. Usage Information and Activity Records

RBA collects information about how the Service is used, such as the pages that are viewed, the time, the page you came from, and information about your device, browser and connection. RBA uses this information for analytics, support, security and its other internal operations.

For signed-in users, RBA keeps activity records of events such as sign-ins, profile and access-level changes, report runs, downloads and attendance reports. A record is attributed to the user and, when the event concerns a company, to the company. Activity records may be seen by RBA staff and by the Control Accounts of a company for the users assigned to that company, including presenters, without notice to the user.

46. Contact Forms and Account Requests

The public contact form asks for your name, email address, company, program of interest and a message. When you submit it, RBA receives the inquiry.

A signed-in account can also send requests through the Service, such as a request for a demonstration, a sample course, a call from a representative or a general question, and can write to its account manager from the Help page. The presenter account-request form is described in the section titled “Control Accounts, Teams and Presenter Access”.

Do not include sensitive personal information, payment card numbers or confidential information in any of these forms. RBA may respond by email or by phone, but RBA is not obliged to respond to or act on a request, and a request or an inquiry does not create a contract.

47. Bug Reports

Signed-in pages offer a way to report a bug. A bug report can hold the text that you write, the address of the page you were on, information about your browser, your account identity and, if you choose to attach one, a screenshot.

A bug report is user content under these Terms, and you grant RBA the right to store it and to use it to operate and improve the Service. Do not include confidential information, sensitive personal data or payment details in a report, and do not use a bug report to report a security problem that you found through unauthorized testing. Report a security problem using the contact route in the section titled “Contact and Requests”.

Bug reports you send are also passed to the company’s internal support system so the team can follow them up.

48. No AI Training and No Competing Product

You will not use the Service, or any RBA data or content obtained through it, including lead data, reports and exports, the Service’s lists of companies and presenters, and the sales materials described in the section titled “Confidential Sales Materials”, to (a) train, fine-tune, develop or improve any artificial-intelligence or machine-learning model or system, or (b) develop, market or operate any product or service that competes with the Service, in each case without RBA’s prior written consent. This restriction does not limit your use of material you independently own or are otherwise expressly authorized to use.

49. Acceptance of Updated Terms

RBA may require every signed-in user to accept the current version of these Terms before using the Service any further. When RBA does, a signed-in user who has not accepted the current version is sent to an acceptance page before reaching any other page, except to sign in or sign out, and must tick a box to accept the Terms in order to continue.

Each revision of these Terms creates a new version, and acceptance of an earlier version does not count for the new one, so RBA may ask everyone to accept again after any revision. Whether or not RBA asks you to accept, your continued use of the Service after revised Terms are posted is your acceptance of them.

50. Confidential Sales Materials

Documents, presentations, price information and other materials that RBA makes available through the Service, or that RBA shares with you about its programs and services, are RBA’s confidential business materials. Materials marked Internal are for internal use only and must not be shared with prospects, clients, sponsors, providers, presenters or any other third party. Pricing, the sales question guide, renewal playbooks and similar items are internal regardless of how they are labeled. You will handle all such materials in confidence and use them solely to perform your role.

51. Third-Party Services

The Service may integrate with, or rely on, services operated by third parties, and on connected RBA-operated systems, including those described in the sections titled “Data From RBA Course Websites” and “Synchronization With RBA Systems”. Third parties operate under their own terms and privacy practices, which RBA does not control. RBA is not responsible for the availability, security, content or practices of any third-party service, and your dealings with any third-party site linked from the Service are solely between you and that site.

52. Export Controls and Sanctions

You represent that you are not located in a country subject to a United States embargo and are not on any US or other applicable prohibited-party or restricted-party list. You agree to comply with all applicable United States export-control and sanctions laws in your use of the Service.

53. Force Majeure

RBA is not liable for any delay or failure to perform its obligations under these Terms resulting from events outside RBA’s reasonable control, including acts of God and severe weather, fire and flood, epidemics and pandemics, war, terrorism, civil unrest, labor disruptions, governmental actions or orders, cyberattacks, denial-of-service attacks, hosting or cloud-service outages, telecommunications and utility failures, and failures of third-party providers on which the Service depends. RBA’s affected obligations are suspended for the duration of the event, and RBA will use commercially reasonable efforts to resume performance as soon as reasonably practicable.

54. Contact and Requests

Send every question or request under these Terms using the contact form on this website, or by phone to RBA at the number shown on the Contact page. This includes requests to correct or remove account information, requests about information that appears in lead records, California “Shine the Light” inquiries, “COPPA Information Request” inquiries, and reports of a suspected policy or security issue. RBA does not publish an email address or a postal address for these requests, and it does not receive them by postal mail.

The Service is operated by Ron Blank & Associates, Inc., San Antonio, Texas.