the fine print

Terms and Conditions of Use

Last updated: May 2026

These Terms and Conditions govern use of this website and interaction with Rohr-Nagel Advisory, LLC; Sandpiper Creations; Kate Nagel Coaching; Kate Nagel; Kate Elizebeth Nagel; and their related practice names, brands, services, materials, platforms, and professional activities (collectively, the “Practice,” “we,” “us,” or “our”).

The Practice is an executive advisory firm providing coaching, strategic advisory, facilitation, assessment, education, leadership development, and related professional services. The work often takes place at moments that require careful judgment, confidentiality, and clear professional boundaries.

Kate Elizebeth Nagel is an International Coaching Federation–Professional Credentialed Coach (“PCC). In its coaching work, the Practice aligns with the ethical principles, professional guidelines, Core Competencies, and standards applicable to ICF Professionals, including the ICF Code of Ethics. Those standards inform clear agreements, role clarity, confidentiality, responsible information sharing, records management, professional conduct, and accountable use of technology.

The Practice also provides advisory, assessment, facilitation, education, leadership development, and related work. Those services may involve analysis, interpretation, feedback, perspective, or recommendations that are distinct from coaching. ICF standards guide the Practice’s credentialed coaching work; they are not presented as the sole authority governing every professional role or service offered through the Practice.

These Terms establish the conditions under which the Practice operates and under which its website, services, materials, technology, access permissions, and professional work may be accessed or used. They apply to website visitors, prospective clients, clients, sponsors, participants, authorized recipients, and any person or organization that accesses, receives, uses, or interacts with Practice materials, systems, platforms, or professional work.

By accessing or using this website; submitting information; receiving, viewing, downloading, retaining, or using Practice materials; participating in an interaction; or using a Practice-provided account, link, platform, workspace, or access permission, you agree to these Terms and Conditions.

Pages, services, tools, platforms, operating practices, and these Terms may change as the Practice, the work, and the technology surrounding it evolve. Updates may also be necessary to remain aligned with the ethical principles, guidelines, practices, and standards applicable to ICF-credentialed coaching, as well as changes in privacy, security, artificial intelligence, professional standards, and service delivery.

Updated Terms are effective when posted. You are responsible for reviewing this page periodically; the last-updated date identifies the current version. The Practice is not required to provide individual or direct notice of every update.

1. Professional role and scope

The Practice provides executive advisory, coaching, strategic advisory, facilitation, assessment, education, leadership development, and related professional services. The role, scope, methods, people involved, information-sharing arrangements, materials, technology, and intended outcomes may differ by engagement.

Coaching is a collaborative process. In coaching engagements, the client remains responsible for their decisions, actions, outcomes, and use of the coaching process. Advisory work may include analysis, interpretation, research, feedback, perspective, recommendations, strategic thinking, or other professional input. A particular engagement may include one or more of these roles, and the applicable written agreement, scope of work, or express designation determines the role being performed.

Unless specifically agreed within an appropriate professional scope, the Practice does not provide therapy, psychological treatment, medical care, mental-health services, legal advice, tax advice, accounting advice, investment advice, or another regulated professional service. Participants remain responsible for their decisions, actions, and results, and for obtaining appropriately qualified support when needed.

The Practice may decline, pause, narrow, broaden, refer, or end work when the requested scope, role, conditions, information, conduct, technology, risk, conflict, or circumstances are not appropriate for the engagement or the Practice.

2. Confidentiality and information sharing

The Practice treats information shared in a professional engagement as confidential, subject to the applicable engagement agreement, these Terms, professional responsibilities, safety considerations, and applicable law.

Confidential information may include more than the content of a session. It may include communications, assessment information, participant details, documents, workspaces, records, recordings, transcripts, summaries, materials, and information created or received through the work.

The Practice may disclose or permit access to confidential information when disclosure is authorized by the applicable agreement or by the person with authority to authorize it; required or permitted by law, legal process, insurance requirements, or professional obligations; necessary to address safety concerns; or reasonably necessary to establish, exercise, or defend rights.

The Practice may use personnel, contractors, technology providers, professional advisers, insurers, auditors, or other support resources in connection with its operations. Those persons or organizations may receive access only where the Practice determines it is appropriate for a legitimate purpose and subject to confidentiality, professional, contractual, or legal duties appropriate to their role.

Some engagements involve an employer, organization, family office, sponsor, HR representative, board member, or another third party. For those engagements, the Practice seeks clear agreement about what information may be shared, with whom, for what purpose, and through what means.

Payment for an engagement does not, by itself, entitle a sponsor or other third party to private coaching conversations, private communications, practitioner notes, internal analyses, or materials not expressly designated for sharing. The Practice may limit, defer, condition, or decline disclosure where authorization, purpose, confidentiality boundaries, or the appropriateness of disclosure are unclear.

3. The Practice’s work, website, and intellectual property

Unless otherwise identified, this website and all content, materials, and work made available through or by the Practice—including website pages, published posts, articles, downloads, graphics, designs, presentations, reports, assessments, frameworks, methods, models, archetypes, exercises, prompts, analyses, recordings, transcripts, work product, and related materials—are owned by or licensed to the Practice.

These materials are protected by applicable United States and international copyright, trademark, trade-secret, contract, and other intellectual-property laws. All rights are reserved.

The Practice’s work reflects Kate Nagel’s professional experience, original thinking, research, advisory practice, coaching practice, assessment work, methods, and intellectual property.

For these Terms, Practice Materials means all original intellectual property, proprietary materials, work product, content, services, and know-how created, developed, provided, communicated, performed, or made available by or for the Practice, whether before, during, or after an engagement; whether oral, written, visual, digital, electronic, recorded, live, or otherwise; and whether or not marked confidential or proprietary.

Practice Materials include the Practice’s frameworks, methodologies, models, archetypes, assessment approaches, interpretive systems, questions, prompts, exercises, practices, assignments, teaching, guidance, observations, feedback, analysis, recommendations, reports, presentations, slides, proposals, workbooks, worksheets, language, research, designs, formats, structure, sequence, curation, practitioner notes, drafts, preparation, internal analyses, internal summaries, prompts, working papers, systems, processes, and later refinements.

Practice Materials also include the selection, arrangement, integration, synthesis, facilitation, expression, professional judgment, and work performed during a conversation, session, workshop, assessment, advisory engagement, or other interaction. The fact that work is spoken, live, informal, personalized, or not separately marked does not place it outside these Terms.

This includes the Leadership Archetype Assessment™, its methodologies, frameworks, archetypes, integrated analysis, interpretive synthesis, written analysis, report structure, and related materials.

Your experiences, ideas, decisions, and development remain your own. The Practice retains all right, title, and interest in its original work, methods, materials, process, know-how, and later refinements.

• Permission to use delivered materials. The Practice may intentionally provide selected materials to a client or another authorized recipient. Unless a signed agreement expressly states otherwise, those materials are licensed—not sold—and may be used only by the authorized recipient, only for that recipient’s personal, internal business, or organizational purposes, and only in connection with the work for which the materials were provided.

  Access to, participation in, payment for, or receipt of Practice Materials does not transfer ownership of or permission to use, reproduce, reconstruct, adapt, teach, commercialize, license, distribute, or turn into another product, service, method, assessment, training, system, or offering the Practice’s underlying methods, frameworks, systems, language, process, analysis, internal work product, or intellectual property.

  Practice Materials may not be shared with another person or organization except where the Practice has expressly authorized that sharing in writing. A person should not assume broader permission because a material concerns them, was paid for by an organization, appears in a shared workspace, contains their information, or was made available during an engagement.

• Restricted use. Without the Practice’s prior express written permission, Practice Materials may not be recorded, captured, copied, reproduced, photographed for processing, transcribed, distributed, disclosed, displayed, published, transmitted, adapted, translated, summarized for reuse, reverse engineered, deconstructed, analyzed for replication, taught from, commercialized, licensed, sublicensed, sold, incorporated into derivative work, or otherwise used beyond the purpose expressly authorized. No person may remove, obscure, or alter copyright, confidentiality, trademark, attribution, or proprietary-rights notices. No person may represent Practice Materials as their own or use them to compete with, substitute for, diminish, or misrepresent the Practice or its work.

• The Practice’s continuing rights. The Practice retains the right to use, develop, refine, improve, adapt, test, document, protect, license, commercialize, teach, publish, automate, and otherwise develop its own Practice Materials, methods, systems, services, and future offerings. The Practice may use its general knowledge, professional experience, skills, methods, learning, de-identified insights, aggregated observations, and lawful inputs to improve its work, provided it does not disclose confidential client information except as authorized or required. A client, sponsor, or participant does not acquire ownership or control of a refinement, method improvement, future archetype, future report, future product, or future technology-enabled offering because an engagement informed the Practice’s learning.

• Third-party materials. The Practice may use or refer to third-party assessments, instruments, platforms, research, quotations, or other materials. Rights in those materials remain with their respective owners. The Practice’s integration, interpretation, synthesis, archetype development, written analysis, professional judgment, report architecture, and original work remain Practice Materials even where they draw upon or interact with third-party inputs.

4. Artificial intelligence, automation, and professional identity

AI and other automated systems can make useful material easy to reproduce, reshape, extract, or separate from the context in which it was created. They can also be used to simulate a person’s work, voice, judgment, or professional presence. The Practice sets clear limits around both.

Practice Materials and engagement content may not be uploaded, pasted, scanned, embedded, entered as prompts, provided to, or otherwise made available to an AI, machine-learning, automated-analysis, retrieval, synthetic-media, voice-cloning, avatar, agent, chatbot, or similar system without the Practice’s prior express written permission.

This restriction includes conversations, exercises, practices, reports, recordings, transcripts, notes, written work product, frameworks, prompts, analyses, presentations, assessments, screen shares, whiteboards, messages, and other materials created or shared through the Practice.

No person may use Practice Materials or engagement content to create, train, configure, ground, test, validate, evaluate, improve, operate, support, or enable a system that imitates, simulates, reproduces, substitutes for, or is materially derived from Kate Nagel, the Practice, the Practice’s methods, assessments, analyses, coaching, advisory work, professional judgment, coaching presence, advisory perspective, voice, likeness, identity, or services.

This includes custom GPTs, chatbots, digital coaches, AI assistants, AI advisors, automated assessments, knowledge bases, retrieval systems, prompt libraries, models, avatars, voice models, training datasets, evaluation datasets, and systems described or presented as a “Kate bot,” “KateGPT,” “Nagel AI,” “Rohr-Nagel assistant,” “Leadership Archetype bot,” or a similar name or designation.

The Practice’s names, brands, marks, voice, likeness, professional identity, and reputation may not be used, registered, imitated, cloned, synthesized, marketed, labeled, tagged, or otherwise exploited in a way that suggests authorship, approval, endorsement, affiliation, or authorization where none has been given.

Permission to read, retain, access, or use a delivered material does not include permission to process it through AI or an automated system. A proposed use beyond the stated purpose requires prior express written permission and may require a separate written license and financial considerations.

5. Website use and access credentials

You may use this website for lawful, personal, and informational purposes. You may not interfere with, damage, disrupt, compromise, or attempt unauthorized access to the website, its systems, accounts, data, networks, or security features.

You may not use bots, crawlers, scripts, scraping, data mining, harvesting, automated extraction, or similar means to access, copy, monitor, index, collect, or use website content or data without the Practice’s prior express written permission.

The Practice may change, suspend, limit, remove, or discontinue any website page, content, tool, feature, platform, access permission, or service at any time.

• Accounts, links, portals, and credentials. Passwords, account credentials, meeting links, shared-folder links, portal access, licenses, subscriptions, access codes, and other permissions issued by the Practice are personal to the authorized recipient unless the Practice expressly authorizes otherwise in writing.

  They may not be shared, transferred, forwarded, posted, sublicensed, sold, made available to another person or organization, or used by anyone other than the authorized recipient without the Practice’s prior express written permission.

  The authorized recipient is responsible for protecting credentials and promptly notifying the Practice at admin@rohr-nagel.com if access has been shared, compromised, lost, or used without authorization. The Practice may suspend, limit, change, or terminate access where it determines that access is unauthorized, insecure, misused, no longer needed, or inconsistent with these Terms or an applicable agreement.

• Website content and third-party links. Website content is general information. It is not advice tailored to an individual situation. Visiting the site, sending an inquiry, joining a mailing list, making a payment, receiving a resource, or communicating with the Practice does not by itself create a coaching, advisory, fiduciary, therapeutic, or other professional relationship. A professional relationship begins only when the Practice expressly agrees to work with a person or organization under an appropriate arrangement.

  The website may include links to third-party websites, services, tools, or content. Those resources are governed by their own terms and privacy practices. The Practice is not responsible for their availability, accuracy, content, conduct, security, or practices.

  The website and its content are provided on an “as available” basis. The Practice does not promise that every page, tool, feature, or item of information will always be complete, current, available, uninterrupted, secure, or error-free.

6. Privacy, records, technology, and access

The Practice may collect or receive information that is reasonably connected to an inquiry, website visit, engagement, communication, payment, assessment, scheduling activity, professional relationship, or ordinary business operation.

This may include contact, professional, business, billing, scheduling, inquiry, assessment, engagement, communication, and technical information. Website and service providers may also receive ordinary technical information, such as device or browser details, IP address, referral source, pages visited, cookies, or similar technologies.

The Practice may use information to respond to inquiries; assess, begin, administer, deliver, and conclude work; prepare for and follow up on interactions; create professional materials; manage billing, payment, accounting, tax, insurance, and business records; operate, secure, protect, defend, and improve the Practice; and meet contractual, professional, ethical, legal, regulatory, insurance, and recordkeeping responsibilities.

People providing information to the Practice must have authority to provide it. The Practice may decline to receive, store, process, or act on information that is unnecessary, unauthorized, unusually sensitive, incompatible with the engagement, or unsuitable for the available channel. Do not send unusually sensitive information through an ordinary website form or email unless the Practice has agreed to an appropriate method.

• Technology and providers. The Practice may select, use, replace, configure, or discontinue third-party systems and service providers for website hosting, email, scheduling, videoconferencing, document storage, client collaboration, electronic signatures, payment processing, billing, transcription, research, security, communications, and administration.

  Providers may store or process information outside a participant’s state or country. The Practice selects and configures technology using its professional judgment and may consider purpose, sensitivity, agreement terms, vendor terms, access controls, security features, data-use settings, retention settings, available alternatives, and operational needs.

  The Practice does not promise the use of a particular vendor, platform, storage location, certification, configuration, feature, or workflow. Electronic communications, online platforms, shared links, cloud services, and videoconferencing carry risks of delivery failure, unauthorized access, interception, loss, incompatibility, or other disruption. The Practice uses measures it considers appropriate to the work and information involved but does not guarantee absolute security or uninterrupted availability.

• The Practice’s use of AI-enabled tools. The Practice may use AI-enabled, automated, or machine-learning-supported tools for research, organization, drafting assistance, design, administration, transcription, summarization, internal analysis, quality review, and other appropriate functions. When confidential or sensitive engagement information may be involved, the Practice considers the purpose, sensitivity, agreement terms, provider settings, available safeguards, and whether notice or consent is appropriate. The Practice may minimize, redact, de-identify, compartmentalize, or decline to enter information into an AI-enabled system when appropriate. The Practice does not intentionally use confidential client information to train a public or general-purpose AI model without written authorization. AI-assisted output may be incomplete, inaccurate, biased, or missing context. It is a supporting input and does not replace the Practice’s professional judgment, responsibility, verification, or human decision-making.

• Records and access. The Practice may retain client-provided materials, administrative records, practitioner notes, drafts, research, internal analyses, authorized recordings, transcripts, summaries, assessments, shared materials, and other engagement records. These categories may be handled and retained differently depending on purpose, professional requirements, agreement terms, confidentiality, security, insurance, tax, legal, business, and dispute-management needs.

Access, ownership, retention, and deliverable status are separate. A shared folder, portal, link, or workspace is a controlled access arrangement, not a permanent archive or a transfer of ownership. The Practice determines what is made available, to whom, for how long, and under what conditions.

The Practice may close access, change platforms, archive or delete materials, retain limited records, or decline to provide an item where the item is private practitioner work product, internal analysis, a draft, a recording, a transcript, a working file, a prompt, a source material, proprietary process, third-party information, confidential information, security information, or another item the Practice determines should remain internal or protected.

The Practice determines record-retention practices by category, purpose, professional needs, agreement terms, legal and insurance obligations, security, and business requirements. Deleting an item from an active system may not immediately remove backups, system logs, archives, disaster-recovery copies, or provider copies.

7. Recordings, transcription, and automated capture

The Practice may record a session, meeting, presentation, workshop, or other interaction when recording serves a stated purpose. Recording is not automatic, and the Practice is not required to record, transcribe, summarize, retain, or provide access to any interaction.

For coaching engagements, the Practice obtains consent before making an audio or video recording. Consent to one use does not automatically authorize every later use, including transcription, summarization, AI processing, sharing, retention, client access, publication, or reuse.

No participant, client, sponsor, visitor, or other person may record, transcribe, screenshot, screen-capture, photograph for processing, monitor, admit a bot or automated attendee to, or otherwise capture or process a Practice conversation, session, meeting, workshop, presentation, or other interaction without the Practice’s prior express written permission.

This includes platform-generated transcription, AI meeting assistants, automated notetakers, voice assistants, browser extensions, recording tools, and post-session uploading or processing.

The Practice may stop, pause, remove, disable access to, or decline participation in an interaction where unauthorized recording, capture, transcription, bot participation, or processing is occurring or reasonably suspected.

8. Compliance with these Terms; protection of the work

The Practice may act to protect its intellectual property, confidential information, professional identity, brand, systems, recordings, technology, work product, and other legitimate interests where it determines that these Terms, an agreement, a license, a consent, or stated access conditions have been violated or exceeded.

Depending on the circumstances, the Practice may suspend or terminate website, platform, workspace, material, or service access; revoke a permission or license; require unauthorized copies, recordings, transcripts, uploads, derivative materials, or representations to be removed or deleted; request confirmation of removal or deletion; correct an inaccurate or misleading claim; and pursue other remedies available under an agreement, license, consent, policy, or applicable law.

The Practice may take prompt action without prior notice where it determines that doing so is appropriate to protect confidential information, proprietary work, security, professional identity, relationships, systems, or other legitimate interests.

9. Changes and contact

The Practice may revise these Terms as its website, services, technology, professional standards, operating practices, or applicable requirements evolve. The current version will be posted on this page with its last-updated date. Updates are effective when posted unless another effective date is stated.

A prior signed engagement agreement continues under its own terms unless the parties agree otherwise in writing. No change to these Terms alters a signed agreement except to the extent the agreement itself permits or the parties agree in writing.

Questions about these Terms, privacy, recordings, permissions, intellectual property, technology, professional standards, or use of Practice Materials may be sent to admin@rohr-nagel.com.

10. ICF resources

For information about the International Coaching Federation’s professional standards, including the current ICF Code of Ethics and Core Competencies, visit the International Coaching Federation.