What is a Business Advisory Board


What is a Business Advisory Board

Attend this session to gain insight about Business Advisory Boards from expert Diane Drey.


Learning objectives:

  • When is a Company ready for an Advisory Board
  • How is an Advisory Board different than a Board of Directors
  • Steps in forming a Board
  • How to recruit members
  • How to have a productive meeting


About the Presenter:

Learn from industry expert Diane Drey, Advisory Board practice leader for growing businesses.


Meet the Presenter


This meeting will be held at McCarter and English – Worldwide Plaza.

Address: 825 Eighth Ave, New York, NY 10019


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPINewYork.org.

About the Presenter

Diane Drey

Diane Drey

Advisory Board practice leader for growing businesses

Meet Diane Drey.

Dynamic leader with wide set of business skills to help companies become more profitable.

Current member of a SCORE NYC, whose mission is to assist entrepreneurs through one-on-one mentoring, workshops, business owners round tables and Advisory Board Services.

For 32 years Diane Drey directed SnowBird, a five-gallon bottled water company in the New York area. Drey’s team included 120 employees. Her expertise is in financial control, marketing and negotiations.

During her tenure, she focused on branding, product line & territory expansion. Growth led the company to leave its Manhattan roots and relocate to an expanded facility in Jersey City.
Drey was supported by a cohesive management team & exceptionally loyal work force. She implemented creative compensation systems empowering employees to increase their own earnings. Drey’s purchased several companies. In 2008 sold SnowBird to an international firm which allowed her to “retire young”. By that time, the business had been in operation for 87 years.

In “retirement” Drey founded and ran for five years a culinary travel business which brought serious chefs from around the world to Chengdu China.

Since 2008 Drey has been active with Score NYC, a volunteer business counseling organization . Drey has counseled over 950 entrepreneurs. Her focus is profitability & she light-heartedly calls herself the “money lady”. From 2014 to 2016, Drey was Chairperson of the Score NYC chapter which has 100 members.

Drey holds an MBA from New York University and is a graduate of Harvard Business School Executive Education Owners and Presidents Management program (OPM #32.)

– Business Plan preparation
– Marketing – on a shoestring budget
– Mergers & Acquisitions
– Corporate Relocation (needs analysis, site selection, bank funding, & state and local grants)
– Compensation systems emphasizing pay per performance
– Client Acquisition using the Internet
– Negotiations with win-win results

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® hour (pending)