Treasury Management Association of New York Privacy Policy

I. Introduction

This Privacy Policy explains how the Treasury Management Association of New York, Inc. (“TMANY”) collects, uses, shares and safeguards Personal Data on, mobile websites, mobile applications, TMANY profiles on TMANY social media sites and any other digital services and platforms officially operated or used by TMANY from time to time (“Sites”), as well as by phone or by paper.  

II. Changes to the Privacy Policy

We reserve the right to amend the Privacy Policy at any time, for any reason.

III. Types of Data We Collect

Personal Data

We collect information online, by phone, or by paper that enables us to identify or contact you (“Personal Data”) to carry out our business purposes.  TMANY Sites collect this information for a many reasons, including but not limited to, applying for membership, registering for a TMANY event or program, purchasing TMANY products or services, or otherwise interacting with TMANY.

The types of Personal Data we collect include, but are not limited to:

  • General data, like names, dates of birth, home and business addresses, email addresses, Internet protocol addresses and mobile/landline business/personal telephone numbers that are provided by our members/customers)
  • Professional data such as  licensing date(s) and state(s)
  • Other identification information, including , photographs)
  • Financial information such as credit and debit card numbers, credit reports, passwords and PIN numbers, for product/event sales

TMANY also receives Personal Data from third parties for TMANY’s use in marketing to potential new members, such as lists of newly certified/licensed individuals from various state licensing entities.

IV. How We Use Your Data

In addition to the uses described above, we use your Personal Data to:

Personal Data

  • Identify you when you visit our Sites
  • Provide service communications such as bill reminders, order confirmations, program registrations and customer service messages
  • Provide products, information, events and services you request or that we think you may be interested in
  • Respond to your emails or online requests for products, events, services, or information
  • Deliver and process surveys
  • Personalize and improve the usability of the Sites
  • Fulfill and/or deliver TMANY products and services
  • Tailor content, advertising and marketing to you
  • Publish membership directories, membership lists and registration lists on the Sites and in print and digital media to allow other finance professionals and the public to find you; such directories and lists will not include credit card information or personal identification numbers such as social security numbers, as set forth in the “Contact Information” section below


V.    How We Share Your Data

We share your Personal Data with third parties in the ways below:

  • To fulfill service requests and to perform business functions (e.g., TMANY contracts with third parties to provide services on our behalf such as data hosting services; packaging, mailing and delivering services; customer support and consulting services; and event registration services). 
  • As required by law or to protect TMANY’s rights or property or the personal safety of TMANY personnel or members of the public in appropriate circumstances.
  • If TMANY and/or its assets (or a portion of its assets) are sold, assigned, transferred, or merged, or if TMANY undergoes some other change including a change to its corporate form. 
  • To offer you products and services that may be of interest to you professionally or personally. Users can request their information to be removed from such lists by contacting us, as set forth in the “Contact Information” section below.
  • With social media sites such as Facebook, LinkedIn, Twitter and others who may contact you with “targeted ads” relating to financial and other services.

We share your email address, but only as follows:

Your email address will be used only by TMANY, its entities and TMANY vendors performing member services, or offering products on TMANY’s behalf.   Please note that as a result, your email address may be visible to other treasury and finance professionals, others who have interest in the treasury and finance profession and TMANY events, as well as the public through TMANY membership directories, membership lists and registration lists. TMANY shares email addresses with third parties as necessary for TMANY to perform certain services on our behalf, such as packaging, mailing and delivering products and processing event registrations and to respond to your service requests. TMANY does not sell or rent email addresses to anyone, nor does TMANY share email addresses to unrelated third-parties, affiliates, or TMANY members.

VI. How You Can Manage the Processing of Your Data

You can manage your profile and email preferences, including “opting out” of email by contacting us using the information in the “Contact Information” section below. For California residents, please consult the “California Privacy Rights” section for additional considerations. 

Our processing of your data is based upon your consent, contract performance (e.g., your purchase of products or membership sign-up/renewal), legitimate business interest (e.g., direct marketing of goods and services), or compliance with law.  You have the right to object to our processing of your data or to restrict our processing of your data. In addition, if you have consented to the processing of your Personal Data, you have the right to withdraw your consent at any time.

VII. California Privacy Rights

In addition to the rights as explained in this Privacy Policy, under California’s "Shine the Light" law, California residents who provide personal information (as defined in the statute) to obtain products or services for personal, family, or household use are entitled to request and obtain from us, once a calendar year, information about the personal information we shared, if any, with other businesses for marketing uses. If applicable, this information would include the categories of personal information and the names and addresses of those businesses with which we shared such personal information for the immediately prior calendar year (e.g., requests made in the current year will receive information about the prior year). To obtain this information please write to us at: Please include your full name and address and TMANY Member Number, if applicable.

VIII. Canada Anti-Spam Law

The TMANY complies with the Canada Anti-Spam Law. Non-TMANY members or associates who provide us a Canadian mailing address will not receive unauthorized Commercial Electronic Messages (as defined under the Canada Anti-Spam Law) unless these individuals have “opted-in” to receive Commercial Electronic Messages.

IX. Children

We do not knowingly collect Personal Data from or market to children under the age of 13.

X. How We Protect Personal Data

TMANY implements commercially reasonable security measures to help protect against unauthorized access to or unauthorized alteration, disclosure, or destruction of data. Except for membership directories, membership lists and registration lists, and the sharing of information as set forth in this Privacy Policy, we restrict access to Personal Data to those companies and individuals who need the data to operate, develop, or improve our services. These companies and individuals are bound by confidentiality obligations and may be subject to discipline, including termination and criminal prosecution, if they fail to meet these obligations.

No data transmission over the Internet or electronic storage is fully secure. Accordingly, and despite our efforts to protect your Personal Data from unauthorized access, use, or disclosure, TMANY cannot guarantee or warrant the security of the Personal Data you transmit to us, or to or from our online Sites.

XI. User ID and Password

Certain areas of the Sites require the use of a user ID, email address, or password as an additional security measure that helps protect your Personal Data.  To help you protect your privacy, these Sites have tools to help you log in and log out.

XII. Linking to Other Internet Sites

Other Internet sites that are linked from the Sites or from a TMANY email message may contain privacy provisions that differ from the provisions of this Privacy Policy. To ensure your privacy is protected, we recommend that you review the privacy statements of these other linked sites, applications, or other digital platforms.

XIII. How You Can Access, Change and Delete Your Personal Data

We rely on you to update and correct your Personal Data.  If you are a user of our Sites, subscriber to TMANY publications, purchaser of TMANY products, event registrations or services, or a TMANY member, you can review, update and correct your information directly on TMANY’s website or by contacting us using the information in the “Contact Information” section below. Typically, we retain your Personal Data for the period necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.  This may include retaining your Personal Data indefinitely, even after you are no longer a TMANY member, in order to provide you with future marketing opportunities and other purposes, as well as to comply with our legal obligations, resolve disputes, or enforce any of our agreements.  Please note that you can request, at any time, that we delete your Personal Data.  All requests must be directed to the contact in the “Contact Information” section below.  We can decide to delete your Personal Data if we believe that the data is incomplete, inaccurate, or that our continued use and storage are contrary to our obligations to other members, individuals, or third parties.  When we delete your Personal Data, it will be removed from our active databases or anonymized so that the data is no longer identified with you, but the data may remain in our archives if TMANY determines that it is not practical or possible to delete it.

XIV.  Cookies and Other Web Devices

Our website sends cookies (e.g., pieces of code or text placed on your computer by us or third-parties when you browse our Sites) to your web browser (if your browser’s preferences allow it) to collect data when you browse our Sites.  Cookie settings can be controlled in your Internet browser to automatically reject some forms of cookies.  If you view our website without changing your cookie settings, you are indicating your consent to receive all cookies from our Sites.  If you do not allow cookies, some features and functionality of our Sites may not operate as expected. In addition to cookies, we place technological tools (and allow certain third parties to place technological tools) such as tags and beacons (e.g., code scripts that are primarily used to track visitors’ activities on our Sites by web analytics software), Internet Protocol (IP) addresses, and other tools, to collect your data for the purposes listed in this Privacy Policy.

XV.  Transmission of Data to Other Countries

Your Personal Data is processed in the United States, where privacy laws may be less stringent than the laws in your country and where the government, courts, or law enforcement may be able to access your data.  By submitting your Personal Data to us, you agree to the transfer, storage and processing of your Personal Data in the United States.

XVI.  Right to Complain to Supervisory Authority

You, as the data subject, have the right to lodge a complaint with a supervisory authority, in particular in the Member State of your habitual residence, place of work, or place of the alleged infringement, if you believe that the processing of your personal data does not comply with legal requirements.

XVII.  Breach Notification

In the event we determine the occurrence of a data security incident, we will notify you by email, US mail, telephone, or other means as permitted by law

XVIII.  Contact Information

If you have questions, comments, or complaints concerning our privacy practices or if you wish to change, access, or remove your Personal Data, please contact us as indicated below.  We will attempt, where practical, to respond to your requests and to provide you with additional privacy related information.

Treasury Management Association of New York
c/o Coleen J. McCaffery, LLC
11 Euclid Avenue, Suite #3B
Summit, NJ 08901

Effective Date:  February 22, 2021


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