Introduction
Participant Confidentiality Standard
Effective: August 13, 2026 | Version 1.01
Executive Data Council® is operated by Verivent LLC. Executive Data Council® is a registered trademark of Verivent LLC.
EDC is designed so senior leaders can discuss consequential issues with trusted peers without turning the room into a public event, source list or sales channel. This Standard defines the default confidentiality rules for EDC protected programs. A signed or click-accepted participation agreement may make these rules contractually binding.
1. Scope and protected exchange rule
This Standard applies to EDC Councils, private roundtables, EDC Circle sessions, confidential research discussions and other programs EDC designates as protected. Unless EDC states otherwise before a session, participants may use the general learning they receive, but may not reveal a speaker's or participant's identity or affiliation, attribute a statement to a person or organization, disclose protected materials, or share combinations of details that would reasonably identify the source.
2. Protected information
- +Participant identity or affiliation when not intentionally made public for the program.
- +Who said, supported, challenged or reacted to a particular point.
- +Private decks, notes, screenshots, prompts, examples, internal controls, incidents, vendor assessments, architectures or other materials shared in confidence.
- +Information designated Internal Only.
- +Non-public information about another participant's employer, clients, vendors, employees, systems, strategy or plans.
- +Participant contact information or relationship data obtained through EDC and not independently public or lawfully obtained outside EDC.
3. No recording, transcription or silent capture
Protected sessions are not recorded by default. Without EDC's prior written authorization, participants may not make audio/video recordings, take screenshots or content photographs, run transcription software, admit AI note-taking or meeting bots, or otherwise capture a protected session. A separately announced media window does not convert the confidential discussion into a recorded session.
4. No re-identification or reverse engineering of sources
Participants may not combine anonymized EDC information with other data for the purpose of identifying a protected source, nor solicit others to reveal who made a protected statement. EDC applies the same principle when publishing anonymized research.
5. Attendee information and follow-up
- +EDC does not sell or resell participant or attendee lists.
- +EDC may identify confirmed participants to one another only as reasonably necessary to operate the program and consistent with the disclosed format.
- +Information obtained through EDC may not be scraped, harvested, exported, enriched or repurposed for unrestricted marketing, recruiting or prospecting.
- +Commercial introductions and recruiting follow-up arising from a protected EDC relationship should be relevant and permission-based.
- +Participation does not constitute endorsement of EDC, another participant, a partner, provider or product.
6. Information participants should not disclose
Participants remain responsible for their own legal, fiduciary, contractual, regulatory, securities, privacy and employer obligations. Do not disclose material non-public information, trade secrets you are not authorized to share, personal data, security credentials, privileged information, customer-confidential information or other restricted information. Use generalized, redacted or hypothetical examples whenever possible.
7. EDC's responsibilities
- +Communicate the confidentiality, recording, attribution, partner and media format before protected sessions.
- +Limit protected-session access to confirmed participants and approved EDC personnel or authorized partners.
- +Use program information only for permitted administration, research, relationship and publication purposes.
- +Apply the Attribution and Publication Standard before turning protected discussion into public or partner-facing output.
- +Use approved AI/analysis systems only under confidentiality/security controls appropriate to the information, and avoid public/consumer AI processing of identifiable protected-session information.
- +Address reported confidentiality concerns promptly and proportionately.
8. Exceptions and compelled disclosure
This Standard does not restrict information that is public through no breach, independently known, independently developed, or lawfully received from another source without confidentiality duty. Nothing prevents good-faith reporting of misconduct, safety/security concerns or legal/regulatory issues through appropriate channels. If disclosure is legally compelled, the disclosing party should, where lawful and practicable, give prompt notice and disclose only what is required.
9. Duration and consequences
When this Standard is incorporated into a participation agreement, confidentiality obligations continue for five years after the relevant program, except trade secrets remain protected for as long as they qualify as trade secrets and information expressly subject to a longer legal or contractual restriction remains protected for that longer period. EDC may require deletion/correction, restrict follow-up, remove a participant, suspend future participation or pursue contractual or equitable remedies where available.
10. Relationship to other standards
The Attribution and Publication Standard governs EDC's publication and reuse. The Council Code of Conduct governs professional and antitrust conduct. Specific invitations and signed agreements may add stricter requirements; the more specific written term controls the matter it addresses.
