Refund & Cancellation Policy

Glean Strategy Summit

Refnd & Cancellation Policy

Due to the limited number of seats and the high-touch nature of this experience, all registrations are non-refundable. However, if you are unable to attend, you may:

  • Transfer your seat to a colleague from your organization (no fee), or
  • Defer your registration to a future Glean Strategy Summit within 12 months (subject to availability)

To request a transfer or deferral, email us at caroline@cdbstrategy.com at least 7 days before the event.

In the unlikely event that Caroline is unable to lead the Glean Strategy Summit due to illness or emergency, a Glean-certified facilitator may lead the session but the format and quality will remain the same. In the rare event that is not possible, participants can choose one of two options:

  • A rescheduled date for the Glean Strategy Summit or
  • A full refund, no questions asked

Glean: Strategy Summit

A One-Day Intensive for Leading Strategic Planning with Clarity and Confidence

Goal:
Equip nonprofit and private sector leaders with the mindset, framework, and tools to lead a comprehensive strategic planning process.

Format:
9:00 AM – 3:00 PM | In-Person | Interactive + Hands-On

Deliverables:
Strategic planning competency, playbook of templates, process map, stakeholder engagement guide, facilitation skills, AI prompts

Glean: Strategy Summit

A One-Day Intensive for Leading Strategic Planning with Clarity and Confidence

Date: Friday, September 19
Time: 9:00 AM – 3:00 PM
Location: Charleston, South Carolina
Cost: $2,000 per participant

Limited to 20 participants to ensure a high-impact experience.

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