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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 free to request.

THE BOOK · IN PROGRESS

Protecting Profits, Powering People

  • 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

SIGNATURE PROGRAMS

Six programs. Built to change behavior, not fill a day.

GUIDE

Mitigate Employer Risk

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

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.

MEDIA KIT

Speaker One-Sheet

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

TOOLKIT

The Manager Conversation Kit

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

ASSESSMENT

Five Behaviors® Team Snapshot

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

NEWSLETTER

The Prescription

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

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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