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BOOK · GUIDES · TOOLKITS · MEDIA KIT

Tools that make
the case for you.

The frameworks Helena uses with executive teams — written down, sized for a busy leader, and ready to use.

THE BOOK · THE BOOK IS AVAILABLE NOW

Protect Your
Profit Line

Keeping Leaders and Companies out of Trouble

  • Why HR belongs on the financial statement

  • The four exposures that quietly price your risk

  • Building managers who can hold the line

  • People strategy through growth, merger, and downturn

100+

ORGANIZATIONS SERVED ACROSS INDUSTRIES

75

SIGNATURE WORKSHOPS DELIVERED GLOBALLY

25+

YEARS OF C-SUITE HR LEADERSHIP

60%

REDUCTION IN TURNOVER POST-ENGAGEMENT

EACH TAKES ABOUT THREE MINUTES AND SHOWS YOUR RESULTS RIGHT AWAY.

Free check-ups

FOR CEOS AND OWNERS

Is Your HR Leader Protecting Your Profits?

Twelve questions on how your HR leader supports the business, manages risk and develops your managers.

Take the free check-up

FOR CEOS AND OWNERS

AI Workplace Risk Check-Up

Your employees are already using AI. Find out where your company is exposed.

Take the free check-up

FOR LEADERS AND TEAMS

Assess Your Leadership Brand

Ten statements on how you lead, or how your team works together.

Take the free check-up

FOR CEOS AND OWNERS

Workforce Risk Check-Up

Ten questions on the workforce practices behind the most expensive employer claims.

Take the free check-up

FOR HR LEADERS

How Strategic Is Your HR Leadership?

Twelve questions on how you work with leadership, manage risk and show your impact in dollars.

Take the free check-up

Looking for a full leadership or team assessment?

SIGNATURE PROGRAMS

Guides and Toolkits

GUIDE

Mitigate Employer Risk Guide

The four exposures that most often become claims — classification, wage practice, documentation, and conduct — with the questions to ask your managers this month.

Request the guide

CHECKLIST

M&A People Diligence Checklist

What to review before close and what to decide in the first hundred days so the deal keeps the value it was priced on.

Request the Checklist

MEDIA KIT

Speaker One-Sheet

Bio, headshots, signature topics, audience outcomes, and past engagements — everything an event team needs in one PDF.

Download Today

TOOLKIT

The Manager Conversation Kit

Scripts and frameworks for the conversations leaders avoid: performance, pay, promotion decisions, and exits handled with a defensible record.

Request the Toolkit

ASSESSMENT

Five Behaviors® Team Snapshot

A short diagnostic on trust, conflict, commitment, accountability, and results — the starting point for most team engagements.

Start the Assessment

NEWSLETTER

The Prescription

A short monthly note for executives: one workforce risk, one leadership practice, and one number worth watching.

Subscribe to The Prescription

For more learning bites, check out and follow Helena on YouTube

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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