How to support your clients to set up an Advisory Board 2024


A proven nine step process to set up Advisory Boards for your clients.

With increasing demand for Business Advisory Boards, supporting your clients to set up an Advisory Board is an exciting new opportunity for professional services companies. It is an attractive option for expanding your service portfolio, generating recurring revenue, building closer client relationships and adding more value to your clients.

Advisory Boards are a powerful governance type system for kiwi businesses and an easy, practical and affordable first step on a governance pathway.

In today’s unprecedented business environment Advisory Boards are instrumental in helping business owners:

  • Respond to the new challenges,
  • Manage risks,
  • Take new opportunities,
  • Be better leaders,
  • Improve their decision-making,
  • Be more accountable,
  • Access new skills and expertise,
  • and be more successful.

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.

Join us for this practical one-hour webinar delivered by Helen Down, Director of Advisory Boards New Zealand. Helen will also share several real-life examples of using lessons learnt setting up Advisory Boards for NZ businesses.

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 already have Advisory Boards or are looking to get started.

Join us online and learn this effective and practical process so you can coach your clients getting started with Advisory Boards.


This webinar will give you the effective process for setting up an Advisory Board for your clients. Use this if you’re involved in setting up a new Advisory Board or wanting to improve the effectiveness of an existing one.

By the end of the webinar you will be able to guide your clients through a the nine easy steps to ensure they have the right Advisory Board for their business.


  • 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
  • How to exit members 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 could provide services to business owners as an Advisor on an Advisory Board.
  • Business professionals, executive managers, business owners and CEOs of small, medium and large companies who are interested in offering their services to other businesses as an Advisory Board member.
  • Business consultants and coaches who are looking for a new service offering for their clients to help them respond in this challenging economic climate.
  • Independent directors and chairs who are interested in adding Advisory Boards to their portfolio.
  • Current and potential Advisory Board members.


Helen Down, Director, Advisory Boards NZ


1.25 CPD Hours

  • Jun 19
    • $195.00 excl. GST
    Wed, 2:30 PM NZST - Wed, 3:45 PM NZST Online
    • $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.