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The Session Guide

A detailed overview of what each session covers, how the series is structured, and how to decide where to start.

Before You Register

This guide exists because we want you to make an informed decision about whether and how to engage with this series. The sessions are designed for a specific kind of professional at a specific point in their career. Reading through this guide will help you understand whether this is the right resource for your current situation.

It will also help you decide which session to start with — because while the sessions are designed to work together, they are each genuinely self-contained. You do not need to attend them in order, and you do not need to attend all four.

Professional participant engaged in a webinar session, taking notes at a clean modern workspace with laptop and notebook

Where to Start Based on Where You Are

If You Are Exploring

You are curious about advisory and board work but have not yet committed to pursuing it. You want to understand what these roles actually involve before you invest significant time or energy.

Start with Session One. It gives you the clearest picture of the landscape and will help you decide whether this direction is right for you.

If You Are Preparing

You have decided you want to move into advisory or board work and are now focused on how to position yourself. You have a good sense of what you bring — you are less sure how to make that visible to the right people.

Start with Session Four, then Session Two. Positioning and decision-maker perspective are most immediately useful at this stage.

If You Are Active

You are already pursuing advisory or board opportunities and have had some conversations but are not seeing the traction you expected. Something is not translating.

Start with Session Three, then Session Two. Relationship approach and decision-maker signals are most diagnostic at this stage.

The Session Format in Detail

Duration

Each session runs for ninety minutes. The first sixty minutes are structured content. The final thirty minutes are open for questions and discussion among participants.

Group Size

Sessions are kept to a size where discussion is genuine. This is not a broadcast webinar. Participant questions shape the conversation in meaningful ways.

Reference Documents

Each session is accompanied by a written reference document — frameworks, key concepts, and reflection prompts — shared with all registered participants after the call.

Recordings

Sessions are recorded. Registered participants who cannot attend live receive access to the recording within two business days of the session date.

How to Prepare

Sessions are designed so that no preparation is required. You can arrive without having done any advance reading and still get significant value from the content.

That said, participants who arrive with a specific question or situation in mind tend to find the discussion portions more useful. Before each session, it is worth spending ten or fifteen minutes thinking about where you currently are in relation to the session's topic.

For Session One: What assumptions are you currently carrying about how advisory roles work, and where did those assumptions come from.

For Session Two: What do you think decision-makers currently see when they look at your professional profile, and how confident are you in that assessment.

For Session Three: Who in your current network is genuinely connected to the advisory or board world you want to move into, and how strong are those relationships.

For Session Four: How do you currently describe what you do when someone asks, and does that description position you as an operator or as an advisor.

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Ready to Choose Your Session

Reach out to reserve your place or to ask which session fits your current situation. We are happy to help you find the right starting point.