Agreements
Program Overview
Money Mastery Book Camp is a group coaching and educational program designed to support participants as they work through the CFO’s Edge course content and related financial frameworks. The program provides guidance, instruction, discussion, and implementation support. No accounting, tax, legal, or financial services are performed on behalf of the participant.
Participation in this program does not create a client relationship for individualized accounting, tax preparation, legal advice, or financial advisory services.
Nature of Services
The program consists of live group coaching sessions, prerecorded session replays, educational materials, and guided work sprints. The purpose of the program is education and implementation support only.
The Company does not perform work for participants, manage financial records, prepare tax filings, or make business decisions on behalf of participants. All actions taken by the participant are their sole responsibility.
Participant Responsibility
The participant acknowledges that results vary and depend on many factors including individual effort, consistency, business conditions, and implementation decisions. The Company does not guarantee specific outcomes, financial results, or business performance.
Success in the program is the direct result of the participant’s effort and application of the materials provided.
Term and Commitment
This program includes a required three month commitment. Enrollment grants access to live group coaching sessions, session recordings, and program materials for the duration of the three month term.
Free Trial and Money Back Guarantee
The program includes a seven day free trial and a money back guarantee for the first paid month. After the first paid month, all payments are nonrefundable.
Continuation Option After Initial Term
At the conclusion of the initial three month commitment, participants may choose to continue access to the group coaching program on a month to month basis for a fee of ninety seven dollars per month.
The continuation option provides ongoing access to the biweekly group coaching sessions and available session recordings. Continued participation is optional and may be canceled at any time prior to the next billing cycle.
The Company reserves the right to modify continuation pricing or program structure with advance notice.
Session Recordings
All live group coaching sessions are recorded and made available to participants. Access to recordings is provided for convenience and continuity only. Availability of recordings does not extend the program term or alter refund eligibility.
Confidentiality and Community Conduct
Participants agree to respect the confidentiality of other members. Information shared within the group is considered private and may not be shared outside the program without permission.
The Company reserves the right to remove any participant who engages in disruptive, disrespectful, or inappropriate behavior. Removal for cause does not entitle the participant to a refund.
Intellectual Property
All course materials, frameworks, worksheets, recordings, and content are the intellectual property of the Company. Materials may not be copied, shared, resold, or distributed without written permission.
No Professional Advice Disclaimer
The information provided in the program is for educational purposes only. It does not constitute accounting, tax, legal, or financial advice. Participants are encouraged to consult their own licensed professionals before making business or financial decisions.
Limitation of Liability
The Company shall not be liable for any direct, indirect, incidental, or consequential damages arising from participation in the program. Total liability, if any, shall not exceed the amount paid by the participant for the program.
Governing Law
This agreement shall be governed by and construed in accordance with the laws of the state in which the Company is registered.
Acceptance of Agreement
By enrolling in any course or program offered through CEOedge.org, the participant acknowledges that they have read, understood, and agree to be bound by this Service Agreement.
Privacy Policy
Effective Date: Jan. 01/2026
Shannon Sheridan EA LLC (“Company,” “we,” “us,” or “our”) operates the website CEO Edge located at https://ceoedge.org (the “Website”).
We respect your privacy and are committed to protecting it through this Privacy Policy. This policy explains how we collect, use, disclose, and safeguard your information when you visit our Website, engage with our content, or purchase our services.
1. Information We Collect
We collect information from you in several ways, including when you visit our Website, subscribe to emails, complete forms, or purchase products or services.
Personal Information You Provide
We may collect personal information that you voluntarily provide, including but not limited to:
Full name
Email address
Mailing address
Phone number
Business name and role
Billing and payment information
Any information you submit through forms, questionnaires, or communications
Payment Information
Payments are processed through secure third-party payment processors. We do not store or process full credit card numbers directly. Payment processors may collect billing and transaction details subject to their own privacy policies.
Automatically Collected Information
When you visit the Website, we may automatically collect:
IP address
Browser type and version
Device information
Pages viewed and time spent on pages
Referring URLs
Cookies and similar tracking technologies
2. How We Use Your Information
We use the information we collect for purposes including:
Providing and delivering services you request
Processing payments and transactions
Sending transactional emails (receipts, confirmations, service updates)
Sending marketing and educational communications (you may unsubscribe at any time)
Improving Website functionality and user experience
Responding to inquiries and customer support requests
Complying with legal, regulatory, and professional obligations
3. Email Communications
By providing your email address, you consent to receive emails from us related to:
Educational resources
Programs, services, and offerings
Updates and announcements
You may opt out of marketing emails at any time by clicking the “unsubscribe” link included in our emails. Transactional or service-related communications may still be sent as required.
3A. SMS and Text Message Communications
If you provide your mobile phone number and consent verbally, in writing, or through our services, you may receive SMS or text messages from CEO Edge related to appointments, service updates, and business communications. Message frequency may vary. Message and data rates may apply. You may opt out of SMS communications at any time by replying STOP, or request assistance by replying HELP. Mobile phone contact information will not be sold, shared, or distributed to third parties for marketing purposes.
4. Cookies and Tracking Technologies
We use cookies and similar technologies to:
Analyze Website traffic and usage
Improve Website performance
Understand user behavior and preferences
You can control cookies through your browser settings. Disabling cookies may limit some Website functionality.
5. Sharing of Information
We do not sell or rent your personal information.
We may share your information with:
Trusted third-party service providers (e.g., email platforms, payment processors, analytics providers)
Legal or regulatory authorities if required by law
Professional advisors (legal, accounting, compliance) as necessary
All third parties are required to maintain the confidentiality and security of your information.
6. Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information. However, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee absolute security.
7. Your Rights and Choices
Depending on your location, you may have rights to:
Access personal information we hold about you
Request correction or deletion of your information
Withdraw consent for marketing communications
To exercise these rights, please contact us using the information below.
8. Third-Party Links
The Website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. We encourage you to review their privacy policies.
9. Children’s Privacy
This Website is intended for business professionals and adults. We do not knowingly collect personal information from children under the age of 13. If you believe we have collected such information, please contact us immediately.
10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. Continued use of the Website constitutes acceptance of the updated policy.
11. Contact Information
If you have questions about this Privacy Policy or our data practices, please contact:
Shannon Sheridan EA LLC
16703 Early Riser Ave.
Land O’ Lakes, FL 34638
United States
Email: [email protected]
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