Last updated: August 27, 2026

1. Effect of Agreement

This Membership Terms and Conditions Agreement (“Agreement”) is entered into on behalf of the individual named on the Membership Application AND the Sponsoring Company listed on the application (if any) (collectively referred to herein as “You”) and Vistage Worldwide, Inc. (“Vistage”). Both the individual and the Sponsoring Company listed on the Membership Application are responsible for the payment of dues and Vistage shall be entitled to collect the full amount owed from either the individual or the Sponsoring Company. By signing this application, the individual confirms that s/he is authorized to bind the listed Sponsoring Company to this financial responsibility. Sponsored memberships for the Key Executive (“KE”), Advancing Leader (“AL”) and Emerging Leader (“EL”) programs are contingent upon the sponsoring Chief Executive (“CE”) or Small Business (“SB”) member maintaining active membership.

2. Acceptance

Submission of a Membership Application by You does not guarantee acceptance as a Vistage member. You will be notified of Your application status after submission.

3. Membership Commitments

Upon acceptance as a member, You agree to:

1. Begin membership in the month indicated on the application;
2. Undertake best efforts to participate in scheduled Vistage Group meetings;
3. Share experiences, challenges, skills and knowledge with fellow members;
4. Maintain strict confidentiality of all Vistage Group discussions;
5. Immediately disclose any potential conflict of interest issues to Your Vistage Group;
6. Host at least one Vistage Group meeting per year (except for the Advancing Leader program); and
7. Complete a personal profile on My Vistage and maintain up-to-date account information.

4. Vistage Chairs

Vistage Chairs are independent contractors and may offer services outside of the work they do through Vistage. By entering into this Agreement, You understand and agree that Vistage is not responsible for any loss or damage arising out of services for which payment is not made directly to Vistage.

5. Vistage Content

As a member, You will be given exposure to and other access to utilize Vistage’s methodologies, materials, confidential information and intellectual property, whether provided electronically or otherwise (collectively, the “Content”, as that term is defined in the Terms of Use). You understand and agree that Vistage owns all rights, title and interest, including all intellectual property rights, in and to the Content. Nothing in this Agreement transfers any ownership of the Content to You.

User Submissions (as defined in the Terms of Use) are governed by the User Content and Submissions provisions of the Terms of Use. You retain ownership of Your User Submissions. USER SUBMISSIONS ARE MADE AVAILABLE BY AND AMONG USERS ON AN “AS IS”, “AS AVAILABLE” AND “WITH ALL FAULTS” BASIS, AND VISTAGE MAKES NO WARRANTY OF ANY KIND WITH RESPECT TO THEM.

6. Term

Your membership begins on the start date shown on Your Membership Application and continues until it is cancelled in accordance with the Cancellation Policy below.

7. Cancellation

Because of the unique nature of the Vistage Group relationship and the limitation placed on the number of members in each Vistage Group, if You wish to discontinue Your membership the following Cancellation Policy applies:

• Before membership begins, Your Membership Application can be cancelled at any time.

• After membership begins, a 90-Day Notice of Cancellation applies as follows:

• The cancellation notice will be considered received once payment and cancellation are submitted;

• The 90 days begin on the first of the month following the cancellation notice.

To cancel, log into your account in My Vistage and go to the “Manage your Vistage Account” link for instructions.

This allows for a smooth transition of members in and out of the Vistage Group.

8. Payment

Following acceptance as a member and membership activation, You will be charged for Your first installment of membership dues and any applicable enrollment fee. If You’ve selected credit card or EFT, upon the start date of Your membership, dues will be automatically charged to Your selected method of payment. You will thereafter be responsible for the payment of membership dues in advance of the period for which dues are payable based on Your elected recurring method of payment until Your membership is cancelled. Should the dues amount change, You will be notified in advance and automatic payments will continue to occur at the new dues amount.

Any refunds issued are processed on an undiscounted, pro-rated basis.

• Enrollment fees are non-refundable.

• Membership dues typically increase once every calendar year.

9. Additional Terms

By submitting Your Membership Application, You agree to the Vistage Terms of Use located at vistage.com/terms, as updated from time to time, which are incorporated into this Agreement by reference. Vistage’s collection, use and disclosure of personal information is described in the Vistage Privacy Policy located at vistage.com/privacy, as updated from time to time.

10. Scope of Services

The advice, services and opinions provided as part of the Vistage experience are intended to expand thinking and inspire further exploration but are not to be considered a substitute for professional financial, legal, psychological, medical or other professional advice. Even where Vistage Group members or Chairs may be credentialed as professional advisors, an individual relationship with such advisors has not been created and should not be relied upon as professional advice. THE VISTAGE EXPERIENCE, INCLUDING ALL CONTENT, ADVICE, SERVICES AND OPINIONS PROVIDED AS PART OF IT, IS PROVIDED “AS IS”, “AS AVAILABLE” AND “WITH ALL FAULTS”, WITH NO WARRANTY OF ANY KIND. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, AND SUBJECT TO THE MANDATORY LOCAL RIGHTS PROVISION BELOW, VISTAGE EXPRESSLY DISCLAIMS ALL WARRANTIES, CONDITIONS AND REPRESENTATIONS, WHETHER EXPRESS, IMPLIED, STATUTORY OR OTHERWISE, INCLUDING ANY IMPLIED WARRANTIES OR CONDITIONS OF MERCHANTABILITY, MERCHANTABLE QUALITY, FITNESS FOR A PARTICULAR PURPOSE, DURABILITY, TITLE AND NON-INFRINGEMENT, AND ANY WARRANTY THAT THE VISTAGE EXPERIENCE WILL BE UNINTERRUPTED, ERROR-FREE OR WILL PRODUCE ANY PARTICULAR RESULT. There is no obligation for members to engage in business transactions with Vistage members, Chairs or other Vistage affiliates. Should You elect to engage in such business transactions, You agree that Vistage bears no responsibility or liability for any losses arising therefrom.

11. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, THE MAXIMUM LIABILITY OF EITHER PARTY SHALL NOT EXCEED THE AMOUNT PAID BY YOU TO VISTAGE FOR THE TWELVE-MONTH PERIOD PRECEDING THE OCCURRENCE GIVING RISE TO SUCH LIABILITY.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL EITHER PARTY BE LIABLE FOR CONSEQUENTIAL, INCIDENTAL, INDIRECT, PUNITIVE OR SPECIAL DAMAGES, OR LOSS OF PROFITS, DATA, BUSINESS OR GOODWILL, REGARDLESS OF WHETHER SUCH LIABILITY IS BASED ON BREACH OF CONTRACT, TORT, STRICT LIABILITY, BREACH OF WARRANTIES, FAILURE OF ESSENTIAL PURPOSE OR OTHERWISE.

Mandatory local rights: NOTHING IN THIS AGREEMENT EXCLUDES, RESTRICTS, OR MODIFIES ANY RIGHT, GUARANTEE, WARRANTY, REMEDY, OR PROTECTION YOU HAVE UNDER THE MANDATORY LAW OF YOUR COUNTRY OR PROVINCE OF RESIDENCE THAT CANNOT LAWFULLY BE EXCLUDED OR LIMITED BY AGREEMENT, INCLUDING ANY APPLICABLE CONSUMER-PROTECTION LAW, CANADA’S ANTI-SPAM LEGISLATION (S.C. 2010, C. 23), PROVINCIAL ELECTRONIC TRANSACTIONS LEGISLATION (INCLUDING THE ELECTRONIC TRANSACTIONS ACT (ALBERTA)), AND THE CHARTER OF THE FRENCH LANGUAGE (QUEBEC). WHERE ANY PROVISION OF THIS AGREEMENT IS INCONSISTENT WITH SUCH MANDATORY LAW, THAT PROVISION APPLIES ONLY TO THE MAXIMUM EXTENT PERMITTED, AND THE MANDATORY LAW PREVAILS TO THE EXTENT OF THE INCONSISTENCY.

12. Binding Arbitration

To the fullest extent permitted by law, any controversy or claim arising out of or relating to this Agreement, or the breach thereof, shall be determined by arbitration before a single arbitrator and administered by JAMS in accordance with its Rules (jamsadr.com). You and Vistage agree to bring any dispute to arbitration on an individual basis only, and not on a class or collective basis on behalf of anyone else. Judgment on the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof.

13. General

Requests for changes to the entity and/or identity of the member company which is party to this Agreement may be made by submitting the “Member Company Change Form” available on My Vistage. This Agreement may not otherwise be modified unless such modifications are specifically approved in writing by a Vistage Senior Vice President or above and signed by both parties. If any term of this Agreement is deemed unenforceable, the legality and enforceability of the remaining provisions shall not be affected or impaired. This Agreement will be governed by and construed in accordance with the laws of the State of Delaware, without regard to its or any other jurisdiction’s conflicts of laws rules.