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WORKSHOPS · LEADERSHIP DEVELOPMENT · EXECUTIVE HR & COMPLIANCE ADVISORY

Where people risk becomes
financial risk.

Helena advises CEOs, CFOs, and boards on the compliance gaps, classification errors, and policy blind spots most likely to turn into litigation, penalties, or lost enterprise value.

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THE ADVISORY LENS

Compliance isn't a checklist. It's exposure management.

Most HR compliance work stops at policy updates and training completion. Helena's advisory work starts there and goes further, treating every classification decision, pay practice, and workplace policy as a line item with a dollar value attached if it goes wrong.

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She works directly with executive teams and boards to identify where the business is exposed, quantify what that exposure could cost, and close the gap before it reaches a claim, an audit, or a courtroom.

$160K+

AVERAGE COST TO RESPOND TO A SINGLE EMPLOYMENT LAWSUIT, BEFORE ANY SETTLEMENT

1 in 3

US EMPLOYERS FACE A WAGE-AND-HOUR CLAIM IN THEIR HISTORY

6-Point

​DIAGNOSTIC FRAMEWORK USED TO ASSESS CLASSIFICATION AND PAY-PRACTICE RISK

100+

​ORGANIZATIONS ADVISED ON COMPLIANCE AND RISK EXPOSURE

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NEW

Protect Your Profit Line.

Helena's guide to the invisible million-dollar mistakes most leaders never see coming, until they show up as a claim.

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Everything on this page, wage exposure, classification risk, policy gaps, is covered in depth in Helena's book. If you want the full playbook before your consultation, start here.

WHAT'S COVERED

Six areas where exposure hides.

01

Wage & Hour Classification

Exempt vs. non-exempt status, overtime eligibility, and independent contractor classification reviewed against current federal and state standards.

03

M&A and Restructuring Risk

HR due diligence during mergers, acquisitions, and reorganizations, surfacing liabilities before they transfer with the deal.

05

Leave & Accommodation Compliance

FMLA, ADA, and state-specific leave programs assessed for consistency and legal exposure.

02

Policy & Handbook Audits

Existing policies checked against current law and actual practice, closing the gap between what's written and what's enforced.

04

Manager Conduct & Documentation

Reviewing how managers document performance, discipline, and terminations, since inconsistent records are often what turns a dispute into a claim.

06

Executive & Board Advisory

Direct counsel to leadership on high-stakes people decisions, from terminations to organizational restructuring, before decisions are finalized.

BUILT FOR LEADERSHIP

For the room where the decision actually gets made.

This advisory work is built for CEOs, CFOs, general counsel, and boards, not HR generalists looking for a policy template. Helena's engagements sit at the intersection of legal exposure, financial impact, and executive decision-making, where the stakes are highest and the margin for error is smallest.

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"Helena helped us protect the business when it mattered most! She introduced her own risk mitigation framework, connected our teams, coached us through the principles, and integrated policies and practices for long-term risk. She helped us minimize a lawsuit, lowering our exposure by at least $1.6M."

CEO, Custom Chemical Formulators

BOOK HELENA

Bring the Financial Strategy Catalyst into the room.

Financial Strategy Catalyst — for people navigating risk, change, and connection.

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Keynotes, workshops, executive retreats, and Fractional CHRO engagements.

REMOTE OR IN PERSON · BASED IN ORANGE COUNTY, CALIFORNIA

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