How to Set Up an Advisory Board for Success 2023 - 26 July 2023 (On Demand)


Use this proven nine step process to help your best clients set up their Advisory Board

Supporting your clients to set up an Advisory Board is an exciting new opportunity for professional services companies. It is the first step in expanding your service portfolio, generating recurring revenue and adding more value to your clients.

Advisory Boards are an increasingly popular form of governance for kiwi businesses right now. In today’s unprecedented business environment Advisory Boards are instrumental in helping businesses respond to the new challenges, risks and opportunities. Help your business owners adapt their businesses, improve their decision-making capabilities, increase accountability and access the skills and expertise to ensure their business survive and thrive in these challenging times.

While Advisory Boards are a crucial success factor underpinning many New Zealand’s businesses right now, both large and small, however most are set up with little thought and planning. Some have a very short shelf life, and others fail to live up to the expectations of the business owner, or never actually get off the ground at all.

Setting up an Advisory Board intentionally from the start is one of the most crucial factors in making sure an Advisory Board works. As an advisor you need a simple, proven process to get your Advisory Boards started and performing well. This 9 step process has been used successfully to help set up over 100 Advisory Boards as well as improve the performance of many existing Advisory Boards.
Applying these steps will help you develop more strategic relationships with your clients and help you differentiate yourselves from your competition. Advisory Boards are also popular as an initial step on the pathway to governance for many NZ business people.

Join us for this practical webinar delivered by Helen Down, Director of Advisory Boards New Zealand. Helen will also share several real life stories of Advisory Boards in NZ businesses and how they are getting the great results.

You will also receive a practical workbook with excellent reference material, checklists and templates that you can use with your clients, and in all your Advisory Board meetings.

This popular webinar is ideal for professional services people and business owners who understand the opportunity of Advisory Boards and need to know where to start. If you are looking for a structured and innovative way to give your clients a competitive edge and your own business a real point of difference then this webinar is for you.


26 July 2023


This webinar will give you a simple, proven process for setting up any Advisory Board. Use this if you’re involved in setting up a new Advisory Board or when improving an existing Advisory Board.
By the end of the webinar you will know the nine easy steps to ensure you have the right Advisory Board for your company or for you as an Advisor.

  • What an Advisory Board is
  • The five phases of an Advisory Board lifecycle
  • Nine easy steps for setting up an Advisory Board
  • How to decide who you need around the Advisory Board table
  • How to find the right people to be Advisors
  • Some legal considerations that you need to be aware of
  • The role of the Advisory Board Chairperson
  • When and how to exit from an Advisory Board


  • Accountants and lawyers who provide advice to business owners around business growth, strategy, risk, governance, and operational issues
  • Business professionals and Advisors who are currently, or thinking about, providing Advisory Board services to business owners
  • Advisors and Business owners who have experience with Advisory Boards and want better results the next time
  • Advisor to, and owners of, businesses that do not have an effective governance structure
  • Advisors and those interested in becoming an Advisor
  • Business owners of small, medium and large companies
  • Business owners/CEO’s with an Advisory Board already in place that is not delivering the results expected or required


Helen Down, Owner/Managing Director, Advisory Boards New Zealand.


1.25 CPD Hours

  • On Demand Event
    • $195.00 excl. GST
    Complete online in your own time (Self-paced)
    • $195.00 excl. GST

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Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.


All registrants to a live webinar will automatically be sent a recording at the end of that week along with a full transcript of the webinar, regardless of whether you attended or not.

Sole practitioners

A discount on webinars is available for sole practitioners. Please contact us at NZ‑ to confirm eligibility.