Megan Helzner, MBA, MPA

Inspirer
DISC Type : id

Principal at CFAR: Consulting and Coaching

Philadelphia, Pennsylvania, United States

Overview

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.

Personality Overview

Generous

Achievment Oriented

Charming & Persuasive

They usually prefer to drive the conversation.  They measure a product on its merit but can be influenced by strong testimonials. They don’t mind taking a stand if they believe in something.

Topics They Care 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.
Mission-Driven Organizations
She specializes in advising non-profits and foundations, drawing from her previous career in development for the Weitzman National Museum of American Jewish History.

Media Appearances

CFAR Spotlight: Megan Helzner. Featured in CFAR: Consulting and Coaching

See Now

Megan Helzner. Featured in CFAR: Consulting and Coaching

See Now

Work History

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

Education

2021 - 2023
Executive Master of Business Administration from The Wharton School
NextGen Executive Ed Program for Museum Leaders from Museum Leadership Institute

More Information

Social Presence :

Prographics :

Exp : 12 Location : Philadelphia, Pennsylvania, United States Job Level : Mid-senior Designation : Principal at CFAR: Consulting and Coaching
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Insights For Selling To Megan

During A Call Or A Meeting

DO's

  • Clearly address the competitive aspects
  • Acknowledge their status and position during the conversation
  • Refer to testimonials from well known people to highlight the value of your product

DONT's

  • Don't be unorganized, be prepared for the pitch
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t be very informal even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Megan is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Megan

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Megan move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Megan take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Megan

Personality Compatibility


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