Advisory Boards 2025 – behind the scenes real life NZ case studies

Explore how real businesses use Advisory Boards to overcome challenges such as mergers, succession, governance, and startup hurdles. Hear true stories from privately and family-owned companies, and gain practical insights through case studies

An introductory and practical exploration of several businesses, large and small as we look at how each have used Advisory Boards to support their growth and development. Learn from their successes and their failures addressing:

• Merger and acquisition opportunities
• Strategic growth challenges
• Improving their governance culture and skills
• Succession planning and transition challenges
• Start up challenges

We will share stories of privately owned businesses across a wide range of industries along with the special challenges of family-owned businesses. These case studies will help you facilitate robust and practical discussions with your clients in extending your advisory services.

Gain a deeper understanding of different Advisory Board’s and their critical role in transforming and supporting businesses to deliver their strategic objectives. The lessons learned from these cases are true, practical and presented from first-hand experience of what works and what does not.

LEARNING OUTCOMES

• Dos and don’ts & the challenges of running advisory boards
• How to recognize the early warning signs of potential failure, risks & pitfalls
• How to handle conflict
• Practical tips and ideas for success
• How to use Advisory Boards to improve your general advisory and governance services for clients
• Explore the potential for you to provide advisory board services
• Free access to several proven and simple Advisory Board resources, tools and templates.
• Examples of the use of AI
• Insights into the potentially transformative impact advisory boards have on driving sales, strategic growth, productivity, company leadership and overall company performance. 

SUITED TO

• Accountants
• Business Advisors & Coaches
• Independent Directors
• Advisory Board members
• Lawyers
• Governance professionals
• Board Chairs
• Consultants
• Professional Service providers looking to add new, or enhance current, advisory services for their clients
• CEOs, Managing Directors and Business leaders

PRESENTER

Helen Down, Director, Helen Down 

Helen Down is a professional Independent Director, Founder of Advisory Boards New Zealand and Board Facilitator/ Executive Coach with The Alternative Board.

Helen is regarded as New Zealand’s thought leader in Advisory Boards and has been supporting businesses and professionals with Advisory Boards for more than 10 years. In this webinar Helen will share this personal experience and the lessons learnt.

Helen believes there is a significant opportunity for innovative, professional services providers to improve their advisory services using many of the lessons learned around the different Advisory Board tables.