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Board Advisory

Creating and developing more effective boards

The right mix of talent, skills and perspectives in the boardroom can mean the difference between value creation and value destruction. At Egon Zehnder, we have partnered with boards for over 50 years as they adapt to meet the challenges of the complex stakeholders they serve.
 

The role of the director has changed. Board members still have their traditional fiduciary duties to fulfill, but their overall mandate is much more holistic, and includes ESG, emerging technologies, and new talent and culture considerations. Stakeholder expectations are high, but we can help boards embrace and deliver their potential for greatness.

Lisa Blais, US Board Practice Leader


Who We Are

  • We are a dedicated senior team with experience across industries. We are not leveraged, and we don’t bait and switch—the consultants you meet at the start will lead the entire engagement.

  • We have one global P&L. As a result, we are incentivized to collaborate and harness all of our Firm’s resources to ensure our clients’ success. We tap into our firm-wide network to offer creative solutions.

  • We have an integrated approach to our services. Our board team members are active in C-suite executive search too and have direct knowledge of active executives who are qualified and available for board roles.

  • We are advisors and thought partners. We invest significant time upfront with the board to understand the strategic priorities and culture. We take a thoughtful and creative approach to solutions for search and board development.

  • We focus on relationships. We purposefully take on fewer engagements than our competitors to focus more deeply on our clients’ needs and are known for staying close to our clients and being highly responsive at every stage of our engagements.

  • We are committed to diversity and inclusion. In 2019, two-thirds of our board director placements were from underrepresented communities, and we are constantly working to identify and develop the next generation of board-ready leaders.
     


What We Do

We partner with companies and organizations of diverse scale, sector, and life stage to create successful outcomes for their stakeholders—from global Fortune 50 companies to regional family-owned businesses to high-growth disruptors preparing for IPO. For all of our clients, we leverage our unique global reach and equal partnership compensation model to ensure that everything we do has a singular focus: creating more effective boards.

  • Board Director Hiring: We can help you discover your next board member, design onboarding plans, and help the full board adopt more inclusive practices. We have specialized expertise with diversity and inclusion in the boardroom, and we stay a step ahead of trends by regularly tracking boardroom diversity around the globe with our Global Board Diversity Tracker. Learn more.

  • Director Onboarding and Integration: A thoughtful approach to onboarding and integrating a newly-appointed Director can help accelerate the impact they have on the Board. This is particularly important given increased focus on skillsets such as digital, innovation and new economy businesses which often result in the appointment of first-time Directors. Similarly, as Boards diversify their composition through the appointment of leaders from underrepresented communities, a thoughtful process focused on how the Board and new Director can understand, adapt to, and leverage each other’s diverse backgrounds can help ensure not only representation, but inclusion.

  • Board Effectiveness: Directorship is a job with part-time hours and full-time responsibilities. When boards do not operate effectively, valuable time is wasted and opportunities are lost. Board effectiveness reviews can help gauge where your board is now and what it needs to become the board of tomorrow. Our board consultants can help you identify skills or gaps in expertise and help board leaders have difficult conversations with fellow board members in the spirit of board improvement. Learn more.

  • Board and CEO Succession Planning: Without strong succession planning, you leave your company’s future to chance. We can evaluate and help develop internal CEO candidates as well as find the right external candidates. We also have deep experience in director succession planning and can help you develop a long-term talent pipeline that will bring the skills and expertise you need into your boardroom. Learn more.
     


How We Will Work Together

Our intention to build trusted relationships with our clients extends to all phases of our work together: we start every engagement with a blank sheet of paper and a focus on understanding our clients’ strategic priorities. We then develop thoughtful approaches to meeting the need, whether it be creative solutions for hard-to-solve director recruitment, or shaping a board’s processes and behaviors to be more fit to purpose. We don’t show the same list of ‘usual suspects’ that other firms do. We also help develop strong onboarding and conscious inclusion training for existing board members, which sets up new board members—especially those who bring diverse points of view—as active contributors to the board from day one.
 

Board Advisory Consultants

Lisa Blais

Lisa Blais

Boston

Lisa Blais serves on Egon Zehnder’s Board of Directors and leads the firm’s US Board Practice. She also recently served as Managing Partner of… Read more

Alan Hilliker

Alan Hilliker

New York

Alan Hilliker, based in New York, is a member of Egon Zehnder’s U.S. Board Consulting and CEO practices. Read more

Charles Gray

Charles Gray

New York

Charles “Chuck” Gray, based in New York, leads Egon Zehnder’s Technology Officers Practice in North America and is an active member of the Private… Read more

Dick Patton

Dick Patton

Boston

Dick Patton partners with clients on CEO succession, advisory, and search, in addition to providing board consulting and search, talent assessment… Read more

German Herrera

German Herrera

Miami

As Egon Zehnder’s Family Business Advisory Practice Global Co-leader, German assists families, owners, and managers in navigating the challenges of… Read more

Jon Carter

Jon Carter

Palo Alto

Jon Carter guides recruitment for global technology and communications clients and has particular expertise in the semiconductor, systems… Read more

Kenna Baudin

Kenna Baudin

New York

Based in New York, Kenna Wyllie Baudin serves as Global Co-Head of Private Equity. She focuses on senior-level executives at private equity funds… Read more

Lindsay Trout

Lindsay Trout

Palo Alto

Lindsay Trout has spent her career helping companies and their leaders succeed in the digital era. Based in Palo Alto… Read more

Martha Josephson

Martha Josephson

Palo Alto

Martha Josephson, based in Palo Alto, is the founder and leader of the global Digital segment of Egon Zehnder’s Technology and Communications… Read more

Patrick O’Brien

Patrick O’Brien

New York

Patrick O’Brien, based in New York, has deep expertise in insurance and consumer finance. He is a trusted advisor on executive and board recruitment… Read more

A. Rory Finlay

A. Rory Finlay

Chicago

Angus (Rory) Finlay, based in Chicago, leads Egon Zehnder’s global Consumer Practice. In these times of dynamic industry change and disruption… Read more

Sanjay Gupta

Sanjay Gupta

Dallas

As leader of the Global Industrial Practice and a core member of the CEO Succession and Board Consulting practice… Read more

Steven Goodman

Steven Goodman

Houston

Steve Goodman is Egon Zehnder’s Managing Partner in Houston and previously led the North American Energy Practice. Today, he advises clients across… Read more

Board Advisory Insights

Global Board Diversity Tracker: Who’s Really on Board?

Global Board Diversity Tracker: Who’s Really on Board?

At Egon Zehnder, we have tracked gender and international diversity on boards around the world for the past 14 years. With the release of… Read more

Get On Board: The Latino Impact

Get On Board: The Latino Impact

To showcase top Latina and Latino talent, LCDA and Egon Zehnder co-launched a video series featuring nine distinguished Latino and Latina board directors. Read more

Path to the Boardroom

Path to the Boardroom

Interviewing for First-Time Board Service: read successful strategies for meeting the unique challenges of interviewing for a directorship. Read more

Doing and Being: How the COVID-19 Crisis Has Humanized Leadership

Doing and Being: How the COVID-19 Crisis Has Humanized Leadership

The COVID-19 crisis brought out the human side of leaders. Egon Zehnder share how executives are changing the way they lead, both now and… Read more

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