Empowering professional business
advisors around the world

USA Chapter – Institute of Advisors

The USA Chapter of the Institute of Advisors is committed to helping accountants, bookkeepers, wealth planners, consultants and other professionals integrate Business Advisory Services into their practice.

We aim to empower professional Business Advisors around the world through certification and professional benchmarks & standards. The Institute, in conjunction with industry leading partners and other association bodies around the world, have developed a set of methodologies and processes that every Business Owners should follow

Through continual improvement, our goal is to collaborate with the best thought leaders in the space to create:

  • A set of worldwide benchmarked standards that can be incorporated into any advisory practice.
  • To recognise the excellent work in the setting of standards and accreditation by other respected bodies and to provide access to the accreditation process
  • To create a free membership library that fosters the growth and development of material and resources in this area
  • To offer a mentoring program to help professional advisors to add "Advisory" services
  • To Assess and recommend products that meet the quality guidelines of the Institute's board of governors

Your Local Chapter Leaders

Joe Woodard - President

Joe Woodard, Catalyst of Advisor Empowerment, leads the Executive Team at Woodard which provides leading education, coaching and resources to the global accounting professional community. Joe has trained over 150,000 accounting professionals and is the host of the Scaling New Heights conference.

Jaimie Blackman - Director, New York Chapter

Jaimie is CEO of Jaimie Blackman & Company and BH Wealth Management. Through his monthly Sound of Money Column, plus speaking and training engagements at NAMM and Woodard Company, Jaimie educates thousands of business owners, financial advisors, accountants and bookkeepers on ways to harmonize life & business values while building a successful business. Jaimie is creator of MoneyCapsules ® , a values-based discovery process for Life and Succession Planning, powered by MAUS.

Mary Van Skiver - Director,
Michigan Chapter

Mary is a Business professional with expertise in human resources and overall operations in a variety of industries and organizational structures. She is client and people focused with experience collaborating across teams and departments.

Institute events and local chapters bring together business brokers, accountants, bookkeepers, lawyers, financial planners, HR professionals and coaches into one organisation with the goal of educating and improving the knowledge, skills and professionalism of the advisory function as well as collaborating in groups to promote their local firms.

Institute Partners

The Institute has selected partners that it feels offer high quality products, services and training to our Accountants, Bookkeepers and Business Coach members