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Helmwise | Executive Leadership Cohorts & AI Training

BECOMING HELMWISE

A seasoned business Captain has sailed through calm waters, choppy seas, and treacherous straits, gaining valuable insights through their experiences. However, another level awaits. The tempests of today and tomorrow will not demand that the Captain has more answers but rather that they are adept at asking the right questions, at the right time, and at the right depth. They recognize that the Information Age requires of them the lens of timeless wisdom; that they need the core disciplines and the disposition of a "Helmwise Captain."

OUR SERVICE OFFERINGS

[image: Helmwise Cohort Experiences]

Helmwise Cohort™ Experiences

Helmwise Cohort™

A three-day growth experience with other select Captains to acquire the essential framework to plan business voyages, see danger, adjust course, and navigate to success.

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[image: Wayfinder Assesments]

Wayfinder Assessments

Wayfinder Assessments

A comprehensive evaluation and analysis of all aspects of a vessel (business) to validate the seaworthiness of its strategy, operations, and people components.

Start Discovery

[image: Deep Dive Engagements]

Deep Dive Engagements

Deep Dive Engagements

A customized guidance and wisdom solution to ready the Captain, crew, and ship to navigate current squalls or safeguard against future storms.

Dive In

EXCERPTS FROM THE CAPTAIN’S JOURNAL

Join our mailing list to receive writings from our captain’s journal each month

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[image: Chandler Rose CEO Rosewood Family of Companies Helmwise leadership] Chandler Rose

[image: Jamie Kipke, Chief Investment Officer at Helmwise Growth Consultants] Jamie Kipke

[image: Meredith Rose Chief Design Marketing Officer Rosewood Family of Companies Helmwise] Meredith Rose

[image: Scott Medeiros Founder Helmwise Chief Execution Officer Rosewood Family of Companies] Scott Medeiros

[image: Jim Van Eerden Partner Helmwise impact investor] Jim Van Eerden

OUR LEADERSHIP

With over a century of combined experience in enterprises of all sizes, we believe in multiplying the blessings that experience has bestowed on us by sharing our knowledge, wisdom, and insights to minimize shipboard turbulence and bring peace of mind to business Captains. We, along with carefully selected Helmwise Fellows, partner with sea-worn leaders to remove dysfunction, scale their operations, and galvanize and preserve their cultures so they may serve others.

OUR LEADERSHIP

With over a century of combined experience in enterprises of all sizes, we believe in multiplying the blessings that experience has bestowed on us by sharing our knowledge, wisdom, and insights to minimize shipboard turbulence and bring peace of mind to business Captains. We, along with carefully selected Helmwise Fellows, partner with sea-worn leaders to remove dysfunction, scale their operations, and galvanize and preserve their cultures so they may serve others.

[image: Helmwise leadership team featuring Chandler Rose, Jamie Kipke, Meredith Rose, Scott Medeiros, and Jim Van Eerden]

OUR FELLOWS

The business seastate is ever-changing, and a Helmwise Captain needs both time-tested principles and innovative practices to lead effectively. We challenge paradigms and keep the Helmwise Cohort™ relevant by leveraging insights from our Fellows—alumni from academia, business, and entrepreneurship—who help develop Captains and spread Helmwise principles.

Meet the Fellows

WHAT PEOPLE ARE SAYING

"The Helmwise Cohort exceeded my expectations, pushing leaders into deep, strategic thinking essential for today’s business landscape. Every detail, from session transitions to curated materials, reflected professionalism and intentionality."

Alan Hahn CEO, Iron Academy

[image: Alan Hahn CEO Iron Academy Helmwise leadership cohort testimonial]

"Helmwise offers a rare blend of virtue and practicality, drawing from extensive business experience. Their approach helps leaders navigate challenges while building ethical and effective ventures."

Jordan Hall Entrepreneur, Thought Leader

[image: Jordan Hall Entrepreneur Thought Leader Helmwise cohort testimonial]

"Having led advisory boards for CEOs and business owners, I believe the Helmwise model is uniquely superior. As a business owner, I know firsthand how vital it is to have Helmwise in your corner while navigating leadership challenges."

Bill Cooper CEO | Executive Mentor | "Behind the Scenes" Leader

[image: Bill Cooper CEO Executive Mentor Helmwise leadership testimonial]

"Every leader needs to attend the Helmwise Cohort! The wisdom shared is brilliant, insightful, and game-changing."

Drew Formsma CMO, I Like Giving

[image: Drew Formsma CMO I Like Giving Helmwise cohort testimonial]

"Helmwise deeply understands leadership challenges and provides tailored coaching to executives. Their expertise enhances strategic thinking, decision-making, and communication."

Kevin Curry President, Penmarc Inspired Spaces

[image: Kevin Curry President Penmarc Inspired Spaces Helmwise testimonial]

"With over 30 years as a business captain, I’ve never experienced such a powerful combination of engagement, trust, and relevant insights. The Helmwise Cohort profoundly influenced my leadership and business strategy."

John Stix Co-Founder & Chief of Staff, Fibernetics

[image: John Stix Co-Founder Chief of Staff Fibernetics Helmwise cohort testimonial]

"The Helmwise Cohort was a knowledge-rich experience blending methodologies, best practices, and hands-on exercises. Engaging with speakers and participants made it both insightful and highly valuable."

Mike Meredith Professor, Kenan-Flagler Business School at UNC-Chapel Hill

[image: Mike Meredith Professor Kenan-Flagler Business School UNC Helmwise testimonial]

"Helmwise provides an analytical framework that is both rigorous and action-focused. Their approach delivers fresh insights into leadership, people, and the future of organizations."

Bill Marsh Business Owner

[image: Bill Marsh Business Owner Helmwise leadership cohort testimonial]

"The Helmwise Cohort experience was truly significant and exceeded my expectations. I’m grateful to be part of this thoughtful and dynamic community of business Captains."

Dan Calhoun Co-Founder & CEO, Purple Crow

[image: Dan Calhoun Co-Founder CEO Purple Crow Helmwise cohort testimonial]

"Helmwise combines technical expertise with deep care and passion for shaping business leaders. I continue to connect with my Cohort and the broader Helmwise community for ongoing mentorship."

Andrew Peipers Member of Family Office & Trust Services Professional

[image: Andrew Peipers Family Office Trust Services Professional Helmwise testimonial]

"Attending the Cohort was a transformative experience. The one-on-one time provided clarity and new insights that were incredibly valuable."

Don Stohrer, Jr. CEO, Arla Foods USA

[image: Don Stohrer Jr CEO Arla Foods USA Helmwise cohort testimonial]

WHAT PEOPLE

"The Helmwise Cohort exceeded my expectations, pushing leaders into deep, strategic thinking essential for today’s business landscape. Every detail, from session transitions to curated materials, reflected professionalism and intentionality."

Alan Hahn CEO, Iron Academy

[image: Alan Hahn CEO Iron Academy Helmwise leadership cohort testimonial]

"Helmwise offers a rare blend of virtue and practicality, drawing from extensive business experience. Their approach helps leaders navigate challenges while building ethical and effective ventures."

Jordan Hall Entrepreneur, Thought Leader

[image: Jordan Hall]

"Having led advisory boards for CEOs and business owners, I believe the Helmwise model is uniquely superior. As a business owner, I know firsthand how vital it is to have Helmwise in your corner while navigating leadership challenges."

Bill Cooper CEO | Executive Mentor | "Behind the Scenes" Leader

[image: Bill Cooper]

"Every leader needs to attend the Helmwise Cohort! The wisdom shared is brilliant, insightful, and game-changing."

Drew Formsma CMO, I Like Giving

[image: Drew Formsma]

"Helmwise deeply understands leadership challenges and provides tailored coaching to executives. Their expertise enhances strategic thinking, decision-making, and communication."

Kevin Curry President, Penmarc Inspired Spaces

[image: Kevin Curry]

"With over 30 years as a business captain, I’ve never experienced such a powerful combination of engagement, trust, and relevant insights. The Helmwise Cohort profoundly influenced my leadership and business strategy."

John Stix Co-Founder & Chief of Staff, Fibernetics

[image: John Stix]

"The Helmwise Cohort was a knowledge-rich experience blending methodologies, best practices, and hands-on exercises. Engaging with speakers and participants made it both insightful and highly valuable."

Mike Meredith Professor, Kenan-Flagler Business School at UNC-Chapel Hill

[image: Mike Meredith]

"Helmwise provides an analytical framework that is both rigorous and action-focused. Their approach delivers fresh insights into leadership, people, and the future of organizations."

Bill Marsh Business Owner

[image: Bill Marsh]

"The Helmwise Cohort experience was truly significant and exceeded my expectations. I’m grateful to be part of this thoughtful and dynamic community of business Captains."

Dan Calhoun Co-Founder & CEO, Purple Crow

[image: testimonial]

"Helmwise combines technical expertise with deep care and passion for shaping business leaders. I continue to connect with my Cohort and the broader Helmwise community for ongoing mentorship."

Andrew Peipers Member of Family Office & Trust Services Professional

[image: Andrew Peipers]

"Attending the Cohort was a transformative experience. The one-on-one time provided clarity and new insights that were incredibly valuable."

Don Stohrer, Jr. CEO, Arla Foods USA

[image: Don Stohrer, Jr.]

NAVIGATE AT THE NEXT LEVEL

At Helmwise, we’re passionate about helping enterprise Captains navigate an ever-changing seascape. We understand that growth can be both exhilarating and challenging — and that’s why seasoned guides, time-tested principles and a community of peers can provide valuable insights and approaches.

Are you navigating to new horizons? With Helmwise, you might expedite and improve the voyage.

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