Program Participant Agreement

— What the signed copy captures

A signable copy is provided at enrollment. It records:

Organization

Legal name and date

Primary contact

Name, title and email

Participant 1

Primary seat

Participant 2

Board member seat

01 The program

• Built for Continuity is a four-session, live virtual cohort program guiding nonprofit leadership teams through building a succession plan for their organization, including instruction, facilitated group coaching, peer support, and template materials.
• Sessions are held on the dates specified in Client's enrollment confirmation — four sessions total, approximately 90 minutes each, via live video conference.
• Enrollment includes up to two (2) designated seats per organization.
• All sessions are recorded. Recordings are made available to enrolled Participants to review or to catch up on a missed live session.

02 Fees and payment

The total program fee is $5,000 per organization, due in full prior to the start of Session 1, unless another payment arrangement is agreed to in writing in advance.

03 Participant seats and substitutions

• The second ("Board Member") seat may be substituted with a different individual at any time, provided Zipline is notified in advance of the relevant session.
• Substitution of the primary seat requires advance written approval from Zipline, to help protect the continuity and progress of Client's work throughout the program.

04 Cancellation and refunds

Cancellation and refund terms are set out in Zipline's Refund & Cancellation Policy, provided to Client separately and incorporated into this Agreement by reference. In summary:

• Full refund for cancellations made before the start of Session 1.
• A full refund remains available after Session 1 if requested in writing within 48 hours following the first scheduled live session, following a brief call with Zipline to discuss.
• Fees are non-refundable once that 48-hour window has closed, except in cases of verified emergency or other extenuating circumstances, considered at Zipline's discretion.
• If a future cohort is available, Client may be eligible to transfer its enrollment; Zipline does not guarantee that a future cohort will be offered or that its dates will accommodate Client's schedule.

05 Program cancellation or rescheduling by Zipline

Zipline reserves the right to cancel or reschedule the program due to insufficient enrollment or extenuating circumstances. Any such cancellation will be communicated with advance notice prior to the start of Session 1, and Client will receive a full refund of fees paid.

06 Confidentiality

Participants may share sensitive organizational information during program sessions. Zipline and all Participants agree to keep confidential any non-public information shared by other participants or their organizations during the program, and to use it solely for purposes of the program.

07 No guarantee of outcome

The program provides the training, coaching, structure, and materials to guide Client through building a succession plan. Zipline does not guarantee that Client will complete a final, board-approved plan by the end of the program, or any specific organizational, governance, or business outcome. Results depend in part on Client's own engagement, participation, and follow-through between sessions.

08 Not legal, financial, or HR advice

The program, its materials, and any guidance provided by Zipline are for general informational and educational purposes only and do not constitute legal, financial, tax, human resources, or other professional advice. Client should consult its own qualified attorney, accountant, or other professional advisor regarding decisions specific to its organization, including any compensation, governance, or employment matters discussed during the program.

09 Intellectual property

All curriculum, templates, worksheets, and other content provided as part of the program ("Materials") are the sole property of Zipline. Client and its Participants are granted a limited, non-exclusive, non-transferable license to use the Materials for Client's own internal organizational purposes. Client may not reproduce, resell, distribute, or use the Materials to train, coach, or advise any other organization without Zipline's prior written consent.

10 Testimonials and recordings

Zipline may, from time to time, ask Client or its Participants for permission to use feedback, quotes, or testimonials in its marketing materials, and will not do so without Client's prior affirmative consent. Session recordings are provided for Participants' use in connection with the program only and may not be further distributed.

11 Code of conduct

Participants agree to engage respectfully and constructively with fellow participants, Zipline, and any guest facilitators throughout the program.

12 Limitation of liability

To the fullest extent permitted by law, Zipline's total liability arising out of or related to this Agreement or the program shall not exceed the total fees paid by Client. In no event shall Zipline be liable for indirect, incidental, consequential, or special damages of any kind.

13 Force majeure

Neither party shall be liable for delay or failure to perform due to causes beyond its reasonable control, including illness, technology failure, or other emergency. In such an event, Zipline will work in good faith with Client to reschedule any affected session.

14 Term and termination

This Agreement is effective as of the date signed and continues through completion of the program, unless earlier terminated in accordance with the Refund & Cancellation Policy or this Agreement. Either party may terminate this Agreement for material breach by the other party upon written notice, subject to the Refund & Cancellation Policy.

15 Dispute resolution and governing law

The parties agree to attempt in good faith to resolve any dispute arising out of this Agreement through mediation before pursuing any other remedy. This Agreement is governed by the laws of the State of Illinois, without regard to its conflict-of-law principles.

16 Notices

All notices under this Agreement shall be delivered by email to the addresses provided by each party and shall be deemed received upon confirmation of transmission.

17 Entire agreement

This Agreement, together with the Refund & Cancellation Policy incorporated herein by reference, constitutes the entire agreement between the parties regarding the program and supersedes any prior discussions or understandings, written or oral. This Agreement may be amended only in writing signed by both parties.

— Signatures

The signed copy is executed by Katie Spencer, Founder, Joy of Leading, LLC d/b/a Zipline Consulting, and by an authorized signatory for Client. This web page is provided for reference; the signed copy governs.