Megan Helzner, MBA, MPA in

Megan Helzner, MBA, MPA

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Principal at CFAR: Consulting and Coaching
📍 Philadelphia, Pennsylvania, United States

Megan Helzner is a Principal at CFAR, where she consults with family enterprises, non-profits, and mission-driven organizations on challenges related to strategy, succession, and governance. She leverages over 15 years of experience and holds an Executive MBA from The Wharton School to guide her clients.

Outside of work, Megan is an active member of the Philadelphia community and an alumna of LEADERSHIP Philadelphia. She has a strong interest in museums, listens to the BBC Global News podcast, and enjoys reading The Philadelphia Inquirer. She also has a casual interest in learning woodworking.

Her experience studying abroad in Florence, Italy as a college junior was life-changing, and she still stays in touch with her host mother.

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Experience
12 Years
Current Role
Principal
Job Level
Mid-senior
Location
Philadelphia, Pennsylvania, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Megan cares about

Family Enterprise
Her primary focus at CFAR is consulting for family and owner-led businesses, as highlighted in her professional bio and personal posts about multi-generational companies.
Succession Planning
Her official CFAR biography explicitly lists addressing succession challenges as a key part of her consulting work with clients.
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Career

Work history

1-2025
Principal
CFAR: Consulting and Coaching
1-2022 - 12-2024
Senior Manager
CFAR: Consulting and Coaching
10-2018 - 12-2021
Manager
CFAR: Consulting and Coaching
7-2018 - 9-2018
Associate Director of Development
Weitzman National Museum of American Jewish History
7-2016 - 7-2018
Associate Director of Development, Annual and Corporate Giving
Weitzman National Museum of American Jewish History
In the press

Media appearances

CFAR Spotlight: Megan Helzner. Featured in CFAR: Consulting and Coaching
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Megan Helzner. Featured in CFAR: Consulting and Coaching
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Education
2021 - 2023
Executive Master of Business Administration
The Wharton School
NextGen Executive Ed Program for Museum Leaders
Museum Leadership Institute
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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