THE STRATEGIC ESCAPE™
PARTICIPANT AGREEMENT
Madrid, Spain
This Participant Agreement (the “Agreement”) is entered into by and between Advising Global LLC, a limited liability company duly organized and operating in connection with the retreat services described herein, together with its owners, officers, contractors, and affiliated partners, including but not limited to Alina Rivera and Anna Graham (collectively, the “Organizer”), and the undersigned individual (the “Participant”).
Note: This Agreement governs the retreat services provided under The Strategic Escape™ program exclusively.
By executing this Agreement and submitting payment, Participant agrees to be legally bound by the terms set forth herein.
1. Purpose and Nature of the Services
The Strategic Escape™ is a structured, in-person strategic advisory retreat scheduled in Madrid, Spain. The retreat is designed to provide high-level guidance in areas such as business strategy, financial planning, operations, leadership, and brand positioning.
Participant acknowledges that all services provided are advisory in nature only. Organizer does not provide implementation services, operational execution, legal advice, tax advice, investment advice, or fiduciary services. No professional-client relationship is created beyond the limited scope of advisory services described herein.
Participant understands that the retreat is intended to provide insight, perspective, and strategic direction based on professional experience, and is not intended to produce guaranteed outcomes or specific business results.
2. Fees, Payment Terms, and Cancellation Policy
A. Retreat Pricing
The fees for participation are as follows:
• Individual Participant: $9,500 USD
• Additional Co-Owner Participant: $4,250 USD per person
• Companion (non-participating guest): $2,500 USD per person
Companion attendance is subject to Section 10 of this Agreement and must be approved in writing by Organizer.
B. Payment Schedule
A non-refundable deposit equal to fifty percent (50%) of the applicable fee is due upon execution of this Agreement. Participation is not confirmed until the deposit has been received and cleared.
The remaining balance must be paid in full no later than sixty (60) days prior to the retreat start date (i.e., on or before September 3, 2026). Failure to remit the remaining balance by this deadline shall result in automatic cancellation of participation without further notice. The deposit shall be retained by Organizer.
C. Transfer Policy
A Participant may request a transfer of their registration to an event occurring within 12 months after the date of the event you originally purchased, only if a future retreat is already scheduled and has space available,subject to the following conditions:
(i) The transfer request must be submitted in writing no later than ninety (90) days prior to the retreat start date (i.e., on or before August 4, 2026).
(ii) A flat administrative fee of $350 USD applies to all approved transfers.
(iii) If the pricing for the future retreat edition differs from the original fee paid, Participant is responsible for paying any difference in pricing at the time of transfer (plus any difference in ticket cost and applicable taxes and fees).
(iv) If no future retreat date is confirmed or available at the time of the transfer request, no accommodation, credit, or refund will be provided.
(v) Transfers are permitted once only and are non-transferable to third parties.
D. Cancellation Policy
All cancellations must be submitted in writing to Organizer. Cancellations are subject to the following terms, applicable to Participants, Co-Owner Participants, and Companions alike:
Cancellations received more than ninety (90) days prior to the retreat start date:
The 50% deposit is non-refundable. The remaining 50% of the total fee paid will be refunded, less a flat administrative fee of $350 USD.
Cancellations received fewer than ninety (90) days prior to the retreat start date:
No refund shall be issued. All amounts paid are fully retained by Organizer.
Participant acknowledges that Organizer incurs advance costs and that Participant assumes the financial risk of cancellation.
3. Scope of Engagement and Reliance on Information
Organizer shall provide strategic guidance based solely on (i) information provided by Participant, and (ii) Organizer’s professional experience and judgment.
Participant expressly acknowledges that Organizer does not independently verify the accuracy, completeness, or reliability of any information provided. All recommendations are made in reliance upon such information.
Organizer shall not be liable for any consequences arising from inaccurate, incomplete, or undisclosed information provided by Participant. Participant assumes full responsibility for ensuring that all relevant facts have been disclosed.
4. Participant Responsibility and Implementation
Participant retains sole and exclusive responsibility for all decisions, actions, and implementations arising from participation in the retreat.
Organizer shall have no responsibility or liability for: (i) whether Participant implements any recommendation; (ii) the manner in which recommendations are implemented; (iii) partial, modified, or incorrect implementation; or (iv) outcomes, results, or performance of Participant’s business.
Participant acknowledges that business outcomes depend on execution, market conditions, regulatory environments, and other factors beyond Organizer’s control.
5. No Legal, Tax, or Regulatory Advice
Participant understands and agrees that Organizer does not provide legal, tax, or regulatory advice. Participant agrees to consult with qualified legal, tax, and regulatory professionals in Participant’s jurisdiction prior to implementing any recommendation. Organizer shall not be responsible for any legal exposure, tax liability, compliance issues, or regulatory consequences arising from Participant’s actions.
6. No Fiduciary Relationship
Participant acknowledges that no fiduciary relationship is created under this Agreement. Organizer does not act as a fiduciary, financial advisor, investment advisor, legal representative, or agent of Participant. The relationship between the parties is strictly that of independent contracting parties. Participant retains full autonomy and responsibility for all decisions.
7. Intellectual Property and Recording Prohibition
All materials, frameworks, methodologies, tools, presentations, worksheets, and content provided during the retreat are the exclusive intellectual property of Organizer and are protected under applicable copyright and intellectual property laws.
Participant agrees to the following:
(i) No audio or video recording of any session, presentation, workshop, group discussion, or any other component of the retreat is permitted under any circumstances, without the prior express written consent of Organizer.
(ii) All retreat materials provided to Participant are for Participant’s personal, internal business use only and may not be reproduced, distributed, published, shared publicly, or used in any commercial capacity without the prior written consent of Organizer.
(iii) Participant may not represent Organizer’s frameworks, methodologies, or materials as their own original work.
Violation of this section may result in immediate removal from the retreat without refund and may subject Participant to legal action.
8. Confidentiality
Participant acknowledges that the retreat involves the sharing of confidential business information by fellow participants and Organizer.
Participant agrees to:
(i) Maintain the confidentiality of all non-public business information disclosed by other participants or Organizer during the retreat.
(ii) Not disclose, share, or use such information for any purpose other than the individual’s own strategic reflection and implementation.
(iii) Take reasonable precautions to prevent unauthorized disclosure of confidential information.
Organizer agrees to maintain the confidentiality of information disclosed by Participant to the same standard. This mutual obligation shall survive termination of this Agreement for a period of two (2) years.
This section does not apply to information that is publicly available, independently developed, or required to be disclosed by law.
9. Photography, Video, and Media Consent
The retreat may be documented through photographs or video recordings by Organizer or its designees for internal quality review, marketing, promotional, and educational purposes.
By executing this Agreement, Participant grants Organizer a perpetual, royalty-free, non-exclusive license to use Participant’s name, image, likeness, and voice as captured during retreat activities in any media or format, including but not limited to social media, websites, presentations, and promotional materials.
Participant who wishes to opt out of appearing in any marketing or promotional materials must notify Organizer in writing prior to the retreat start date. Organizer will make reasonable efforts to accommodate such requests. Opt-out does not affect internal documentation or quality review uses.
10. Travel Responsibilities
Participant is solely responsible for all travel arrangements, including but not limited to airfare, transportation, passport, visa, and compliance with all entry requirements of the Kingdom of Spain.
Organizer does not provide travel agency services and shall not be responsible for travel disruptions, delays, denied boarding, denied entry, or any related issues. Participant assumes full responsibility for all travel logistics.
11. Insurance Requirements
Participant agrees that it is their sole responsibility to obtain and maintain all necessary insurance coverage, including but not limited to: (i) international travel insurance; (ii) medical insurance valid abroad; (iii) emergency medical evacuation coverage; (iv) trip cancellation and interruption coverage; and (v) personal liability coverage.
Organizer does not provide insurance and does not verify coverage. Participant acknowledges that failure to obtain adequate insurance is at Participant’s sole risk and shall not relieve Participant of any financial obligations under this Agreement. Organizer shall not be liable for any losses, damages, medical expenses, or other costs that would have been covered by adequate insurance.
12. Medical Fitness
Participant represents that they are physically and mentally capable of participating in an international retreat environment. Participant assumes full responsibility for any medical conditions, treatment, medications, and related needs. Organizer does not provide medical supervision and shall not be liable for any illness, injury, or medical condition arising during or after participation.
13. Guests and Participation Restrictions
Participation is limited to registered individuals. No guests, spouses, partners, or assistants may attend unless expressly approved in writing by Organizer and all applicable fees have been paid. Organizer reserves the right to deny participation to any unauthorized individual.
14. Conduct
Participant agrees to behave in a professional and respectful manner throughout the retreat. Organizer reserves the right to remove any Participant whose conduct is disruptive, inappropriate, or detrimental to the experience of others, without refund.
15. Activities Outside Structured Sessions
Participant acknowledges that any activities outside formally scheduled retreat sessions are undertaken voluntarily and at Participant’s sole risk. Organizer shall not be responsible for any injury, loss, or damage arising from such activities.
16. Assumption of Risk
Participant voluntarily assumes all risks associated with international travel, participation in group activities, and engagement in business discussions and decisions.
17. Force Majeure
Organizer shall not be liable for any delay, modification, or cancellation resulting from events beyond its reasonable control, including but not limited to natural disasters, government actions, pandemics, political instability, or transportation disruptions.
In the event of a force majeure cancellation, Organizer will notify Participant as soon as reasonably practicable. Organizer may reschedule the retreat or provide a credit toward a future edition at its discretion. Any refund shall be limited to amounts recoverable after deducting costs already incurred and non-recoverable expenses.
18. Indemnification
Participant agrees to defend, indemnify, and hold harmless Organizer, including Alina Rivera and Anna Graham, from any claims, liabilities, damages, losses, or expenses, including attorneys’ fees, arising out of or related to Participant’s actions, decisions, participation, implementation of strategies, or breach of this Agreement. This obligation shall survive termination of the Agreement.
19. Limitation of Liability
To the fullest extent permitted by law, Organizer’s total liability shall not exceed the amount paid by Participant under this Agreement. Organizer shall not be liable for indirect, incidental, or consequential damages of any kind.
20. Dispute Resolution and Arbitration
Any dispute or claim between Participant and Organizer arising out of or relating to this Agreement or a breach thereof, including without limitation claims for breach of contract, professional negligence, misrepresentation, fraud, or claims based in whole or in part on any other common-law, statutory, regulatory, legal, or equitable theory, and disputes regarding all fees including attorneys’ fees of any type and/or costs charged under this Agreement (“Arbitration Claims”) shall be submitted to binding arbitration administered by the American Arbitration Association (“AAA”), in accordance with its Commercial Arbitration Rules.
Arbitration Claims shall be brought in a party’s individual capacity, and not as a plaintiff or class member in any purported class or representative proceeding. Arbitration Claims shall be heard by a panel of three (3) arbitrators, selected as follows: within fifteen (15) days after the commencement of arbitration, each party shall select one person to act as arbitrator; thereafter, the two individually selected arbitrators shall select a third arbitrator within ten (10) days of their appointment. If the two party-selected arbitrators are unable or fail to agree upon the third arbitrator, the third arbitrator shall be selected by the AAA.
The arbitration panel shall have the power to rule upon its own jurisdiction and authority, including any objection to the initial or continuing existence, validity, effectiveness, or scope of this arbitration agreement. The arbitration panel may not consolidate more than one person’s claims and may not otherwise preside over any form of a representative or class proceeding. The arbitration panel shall have no authority to award non-monetary or equitable relief; provided, however, that nothing herein shall be construed as a prohibition against a party from pursuing non-monetary or equitable relief in a federal or state court.
All aspects of the arbitration and this Agreement shall be governed by the laws of the Commonwealth of Puerto Rico. The parties shall bear their own legal fees and costs for all Arbitration Claims. The award of the arbitrators shall be accompanied by a reasoned opinion, and judgment on the award rendered by the arbitration panel may be entered in any court having jurisdiction thereof. Except as may be required by law or to enforce an award, neither a party nor an arbitrator may disclose the existence, content, or results of any arbitration hereunder without the prior written consent of the parties.
The parties acknowledge that by agreeing to this arbitration provision, they are giving up the right to litigate claims against each other and important rights that would be available in litigation, including the right to trial by judge or jury, to extensive discovery, and to appeal an adverse decision. The parties acknowledge that they have read and understand this arbitration provision and voluntarily agree to binding arbitration.
21. Limitation Period
Any claim arising under or related to this Agreement must be brought within one (1) year from the date the claim arises. Failure to bring a claim within this period shall result in its permanent waiver and bar.
22. Data Privacy
Organizer collects personal and business information from Participant for the purpose of facilitating the retreat, providing advisory services, and communicating with Participant about future programs and offerings. Organizer will not sell or transfer Participant’s personal data to unaffiliated third parties except as necessary to deliver the services contemplated herein (e.g., venue, logistics partners) or as required by applicable law.
Participant has the right to request access to, correction of, or deletion of their personal data held by Organizer by submitting a written request to Organizer’s designated contact. Organizer will respond to such requests within thirty (30) days.
Participants located in or traveling from jurisdictions subject to the General Data Protection Regulation (GDPR) or similar applicable privacy laws acknowledge that by executing this Agreement, they consent to the collection and processing of their personal data as described herein for the legitimate purposes of delivering the retreat services.
23. Electronic Signatures
The parties agree that this Agreement may be executed electronically. An electronic signature, whether applied through a platform such as DocuSign, Adobe Sign, or any other commercially available electronic signature tool, shall be deemed valid, binding, and enforceable to the same extent as a handwritten signature, in accordance with applicable law, including the Electronic Signatures in Global and National Commerce Act (E-SIGN Act) and the Uniform Electronic Transactions Act (UETA), as applicable.
A fully executed electronic copy of this Agreement shall constitute an original for all purposes.
24. Severability
If any provision of this Agreement is deemed invalid or unenforceable by a court or arbitration panel of competent jurisdiction, the remaining provisions shall remain in full force and effect.
25. Entire Agreement
This Agreement constitutes the entire agreement between the parties with respect to its subject matter and supersedes all prior communications, representations, or understandings, whether oral or written.