Haley Stern, LLC

As the founder of Haley Stern Communications, I specialize in working with coaches, consultants, and C-suite executives. My role involves providing practical support as a sounding board, trusted advisor, and resource for thought leadership and communication development. 

I partner with my clients in a number of ways, including communications strategy, opportunity curation, content creation, business development, and live interview series production. My approach is grounded developing professional partnerships that elevate, educate, & connect.

Founder

Critical Mass Business Talk Show

The longest-running business talk show in Orange County, CA. For business owners and executives who are running firms with $2 million to $15 million in revenue, hosted by Richard Franzi, thought leader on the power of executive peer groups and collective intelligence. 

As the producer for Critical Mass Business Talk Show, I am responsible for sourcing and communicating with interview guests, all of whom are executives and entrepreneurs. I run all aspects of live show production via StreamYard, and post-show podcast distribution across various platforms. Additionally, I design content for each interview appearance, and handling scheduling for info sessions, pre-interview calls, and live shows. 

In addition to the show itself, I orchestrate exclusive and confidential Zoom roundtable discussions, bringing together past guests, executives, and entrepreneurs in Orange County. These sessions provide a unique opportunity for high-level peer interactions and knowledge sharing.

Online Business Talk Show Producer | Critical Mass Business Talk Show

Blueprint CFO

Blueprint CFO is a forward-thinking, data-driven fractional CFO accounting firm located in Orange County, California. We specialize in equipping businesses with a clear roadmap for growth to help them reach their profitability goals.

As the Director of Corporate Communications, I play a pivotal role in shaping and executing the company's communication strategy. I serve as the lead on internal and external communication initiatives, collaborating with various stakeholders.

Internally, I work closely with the Founder & CEO, President, and Director of Operations to align branding efforts as the firm experiences rapid expansion. I also oversee email marketing campaigns, craft internal communications assets and materials, and assist in editing recruitment materials to attract top talent.

Moreover, I significantly contributed to revamping the company's website by utilizing my design and content expertise. This ensured the website accurately portrays the company's values, mission, and what sets us apart in the market.

In addition to this, I manage the company's social media channels, meticulously adhering to branding guidelines and ensuring a consistent and engaging online presence.

My responsibilities also encompass content creation, including crafting compelling website copy, engaging social media content, insightful articles, and team profiles. Additionally, I serve as the producer for Founder & CEO Jim Downes' podcast, "Blueprint CFO Presents: Future Focused Entrepreneurs." This podcast features established business leaders who have harnessed the power of partnering with Blueprint CFO for profitability. I've also successfully placed our Founder & CEO on several influential podcasts, including platforms such as The C-Suite Network, and secured written features for the company.

Above all, I bring a strategic mindset to my role, working closely with our Founder & CEO to shape the company's messaging and communication approach as we continue to grow and evolve.

Director of Corporate Communications

Before stepping into my role as Director of Corporate Communications, I served as the Executive Assistant to our CEO. 

During this time, I was entrusted with a diverse range of responsibilities, spanning administrative tasks, client and referral partner engagement, social media management, and content design. I distributed key announcements and newsletters, managed contracts, handled basic HR responsibilities including maintaining communications with our 401k provider.

I also played a role in faciliting seamless onboarding experiences for new team members, ensuring they had the tools they needed to hit the ground running, from email setup to business card ordering and beyond.

Executive Assistant to the CEO

Renaissance Executive Forums

I am responsible for inviting Orange County CEO/CFO attendees to exclusive monthly roundtable discussions hosted by REF forum leaders, and managing communications with these executives. Additionally, I serve as the producer for Critical Mass Business Talk Show.

Communications & Business Development - Executive Forums Orange County

Craft Marketing Architects

Business Writer & Content Creator for Angelo Ponzi, Fractional CMO

Michael Ashley Publishing

As an Executive Assistant at Michael Ashley Publishing, my primary focus was on enhancing the visual and promotional aspects of company projects. I took the lead in designing e-books, graphics, one-sheets, and various promotional materials. I managed social media channels, created captions, and sourced visuals for various client projects. 

Additionally, I assisted on the book production side, assisting with one-off book research and ghostwriting projects.

Executive Assistant to Michael Ashley, Bestselling Author 

Lidwell Writing Services, LLC

During my role as a Show Notes Writer at Lidwell Writing Services LLC, a boutique copywriting agency serving 6-and 7-figure entrepreneurs, brands, post-production agencies, and podcast networks, I had the privilege of enhancing the impact of various podcasts. Through the creation of engaging, SEO-optimized show notes, I contributed to the effectiveness of thought leadership podcasts, including Eleanor Beaton's Fierce Feminine Leadership and Melinda Emerson's Small Biz Chat, among others.

These show notes served as a valuable resource for both listeners and show hosts, offering a comprehensive summary of each episode, detailed guest biographies, relevant links, memorable quotes, and strategically placed calls to action. My role not only engaged listeners but also improved discoverability and online presence for these thought leadership podcasts.

Podcast Show Notes Content Creator

Safe and Sound Schools

I served as a Freelance Copywriter for Safe and Sound Schools, a school safety organization established by two mothers who tragically lost their daughters in the Sandy Hook tragedy. 

In this role, I collaborated directly with the organization's founders. My responsibilities included crafting a diverse range of copy, encompassing blog articles, newsletter content, video scripts, and webinar descriptions, among other materials. This work aimed to support and advance the organization's mission to enhance school safety and security.

Freelance Copywriter

As a Business Communications Intern and Producer for the Critical Mass Business Talk Show, I undertook an extensive project that involved listening to and summarizing approximately 1000 episodes from the show's archives, spanning nearly a decade. For each interview, I meticulously extracted the top takeaways and insights and compiled them into individual articles. These articles were then published on the show's website and shared on LinkedIn, creating a valuable repository of knowledge for the audience.

In addition to content creation, I also managed guest communications, ensuring that each interviewee was informed promptly when their episode was published and available to the public. This project not only contributed to the show's content library but also facilitated effective communication with guests, enhancing the overall experience and impact of the Critical Mass Business Talk Show.

Business Communications Intern / Producer

Stride Search Inc.

In my role with the Hire Power Radio Show, a weekly business talk show aimed at addressing challenging hiring issues for entrepreneurs, I played a key part in content creation and communication.

My responsibilities included drafting interview questions for each episode, crafting show introductions and conclusions, and converting insights gained from our guests into weekly articles for the Stride Search website. Additionally, I assisted with guest communications to ensure a smooth process for our interviewees.

I also helped enhance online presence by creating and sharing engaging social media content on platforms like Facebook, Twitter, and LinkedIn.

Business Radio Show Producer & Content Writer for Rick Girard, CEO of Stride Search Inc.

Haley is a connector, creator, communicator & consultant. As the founder of Haley Stern Communications, Haley works primarily with coaches, consultants & c-suite executives to serve as a sounding board, a trusted advisor, and a thought leadership & communications development resource.  

From communications strategy to opportunity curation, business development to podcast production, Haley believes in developing professional partnerships that elevate, educate & connect.

​Haley serves as the head of communications for Blueprint CFO (www.blueprintcfo.com), a future-focused accounting & CFO services firm based in Southern California. Additionally, she has a partnership with Renaissance Executive Forums Orange County, as the producer for Critical Mass Business Talk Show, Orange County's longest-running business talk show (https://podcast.criticalmassforbusiness.com).

​Haley is in the process of building out a branch of her business called Mosaic Media, which will focus on creating professional development opportunities & resources for cycle-breaking trauma survivors. 

​In 2019, Haley earned a Bachelor of Science from the University of Vermont's College of Development & Applied Economics, where she studied Public Communication & Community Entrepreneurship. Before transferring to UVM, she began her undergraduate education at Chapman University's Dodge College of Film & Media Arts, studying Public Relations, Advertising & Journalism. She was also a features writer for Chapman's student-run newspaper, The Panther.

​After graduating, Haley continued her education through New York University, where she completed the Summer Publishing Institute in 2020. In 2021, Haley returned to UVM to complete a professional certificate in Leadership & Management through the UVM School of Professional & Continuing Education.

​Valuing continuous growth & development, Haley is a proud Mind Magician through her ongoing personal growth work and investment in Tracy Litt's world-class coaching container.

Learn more at www.haleystern.com.
​

As businesses strive for profitability growth, they often encounter a not-so-welcome companion: tax growth.

While a natural consequence of success, this reality can catch many entrepreneurs and business leaders off guard if they are unprepared.

Sound familiar?

Our latest article explores the importance of being proactive from a tax perspective as your business grows, and how a fractional CFO can help!

Blueprint CFO | Future Focused Accounting
www.BlueprintCFO.com

#blueprintcfo #cfo #cfoinsights #newarticle #article #blogpost #fractionalcfo #accountingandaccountants #accountingservices #accountingandfinance #finance #financialforecasting #forecasting #growth #growthstrategy #businessgrowth #business #entrepreneurship #entrepreneurs #startup #growingbusiness #growingcompany #ceo #founder #cofounder #executive #businessleader #businessleaders #southerncalifornia #socal #losangeles #orangecounty #orangecountyca

Haley Stern

Jim Downes on LinkedIn • 4 min read

Tackling Tax Growth As Your Business Grows

While CEOs should actively engage in shaping the company’s financial strategies and decision-making processes, there are many financial aspects that can be spearheaded by an expert fractional CFO.

By collaborating with a fractional CFO, a CEO can efficiently offload some of the financial pressures, allowing them to dedicate more time and attention to their core responsibilities and the broader strategic direction of the organization.

This partnership ensures that both financial and executive leadership aspects are well-managed, contributing to the company’s overall success.

Blueprint CFO | Future Focused Accounting
www.BlueprintCFO.com

#blueprintcfo #fractionalcfo #cfo #cfoinsights #fractionalexecutive #ceo #chiefexecutiveofficer #business #businessleadership #businessleader #businessleaders #ceoinsights #businessinsights #businesstips #entrepreneurs #entrepreneurship #entrepreneurialgrowth #growth #growthstrategy #strategy #strategicgrowth #insights #thoughtleadership #southerncalifornia #socal #sandiego #losangeles #orangecounty #orangecountyca

Looking for a strategic partner to help you navigate the complexities of your company’s growth trajectory? 

With an expert fractional CFO by your side, you can navigate the complexities of your company’s growth with confidence, and position your business for sustainable growth and continued profitability.

Blueprint CFO | Future Focused Accounting
www.BlueprintCFO.com

#blueprintcfo #fractionalcfo #cfo #cfoinsights #fractionalexecutive #ceo #chiefexecutiveofficer #business #businessleadership #businessleader #businessleaders #ceoinsights #businessinsights #businesstips #entrepreneurs #entrepreneurship #entrepreneurialgrowth #growth #growthstrategy #strategy #strategicgrowth #insights #thoughtleadership #southerncalifornia #socal #sandiego #losangeles #orangecounty #orangecountyca

Strategic goal-setting is crucial for companies. But what types of goals should you be thinking about as a business leader?

Here are 7 goal-setting areas to consider:

1. Financial Goals: Financial goals are the backbone of any business strategy. These could include increasing revenue, managing costs more efficiently, or improving profit margins. Specific targets might involve diversifying income streams, optimizing investment strategies, or enhancing cash flow management. 

2. Innovation Goals: Setting goals that foster innovation and flexibility can give your company a competitive edge. This might involve investing in new technologies, exploring untapped markets, or encouraging a culture of creative thinking within your organization.

3. Expansion Goals: Expansion goals are essential for businesses looking to grow their market presence. This could mean expanding into new geographic regions, targeting new customer segments, or even acquiring or merging with other companies. Expansion goals could also involve broadening product or service offerings.

4. Culture Goals: This could mean focusing on employee development, creating a more inclusive work environment, or improving work-life balance. A strong culture not only boosts employee morale but also enhances productivity and retention.

5. Sustainability and Social Responsibility Goals: Setting goals related to sustainability and social responsibility can have far-reaching impacts on your brand’s reputation and customer loyalty. Some examples include committing to environmentally friendly practices, engaging in community development, or ensuring ethical supply chains.

6. Growth Goals: Growth goals focus on the overall development and scaling of the business. This might include increasing market share, scaling operations, or growing the customer base. Growth goals can also pertain to internal processes, such as implementing scalable systems or improving organizational structures. These goals are essential for ensuring the long-term sustainability and success of the business.

7. Leadership Development Goals: When a leader grows, their company grows. Goals related to personal development could include enhancing your leadership skills, expanding your industry knowledge, or building a stronger professional network.

The journey of a thousand miles begins with a single step, and the first step is setting the right goals. Let’s work together to make this year your most successful one yet.

Blueprint CFO | Future Focused Accounting
www.BlueprintCFO.com

#blueprintcfo #fractionalcfo #cfo #cfoinsights #fractionalexecutive #ceo #chiefexecutiveofficer #business #businessleadership #businessleader #businessleaders #ceoinsights #businessinsights #businesstips #entrepreneurs #entrepreneurship #entrepreneurialgrowth #growth #growthstrategy #strategicgrowth #goalsetting #businessgoals #insights #southerncalifornia #socal #orangecounty #orangecountyca 

While CEOs should actively engage in shaping the company’s financial strategies and decision-making processes, there are many financial aspects that can be spearheaded by an expert fractional CFO.

By collaborating with a fractional CFO, a CEO can efficiently offload some of the financial pressures, allowing them to dedicate more time and attention to their core responsibilities and the broader strategic direction of the organization.

This partnership ensures that both financial and executive leadership aspects are well-managed, contributing to the company’s overall success.

Blueprint CFO | Future Focused Accounting
www.BlueprintCFO.com

#blueprintcfo #fractionalcfo #cfo #cfoinsights #fractionalexecutive #ceo #chiefexecutiveofficer #business #businessleadership #businessleader #businessleaders #ceoinsights #businessinsights #businesstips #entrepreneurs #entrepreneurship #entrepreneurialgrowth #growth #growthstrategy #strategy #strategicgrowth #insights #thoughtleadership #southerncalifornia #socal #sandiego #losangeles #orangecounty #orangecountyca

Strategic goal-setting is crucial for companies. But what types of goals should you be thinking about as a business leader?

Here are 7 goal-setting areas to consider:

1. Financial Goals: Financial goals are the backbone of any business strategy. These could include increasing revenue, managing costs more efficiently, or improving profit margins. Specific targets might involve diversifying income streams, optimizing investment strategies, or enhancing cash flow management.

2. Innovation Goals: Setting goals that foster innovation and flexibility can give your company a competitive edge. This might involve investing in new technologies, exploring untapped markets, or encouraging a culture of creative thinking within your organization.

3. Expansion Goals: Expansion goals are essential for businesses looking to grow their market presence. This could mean expanding into new geographic regions, targeting new customer segments, or even acquiring or merging with other companies. Expansion goals could also involve broadening product or service offerings.

4. Culture Goals: This could mean focusing on employee development, creating a more inclusive work environment, or improving work-life balance. A strong culture not only boosts employee morale but also enhances productivity and retention.

5. Sustainability and Social Responsibility Goals: Setting goals related to sustainability and social responsibility can have far-reaching impacts on your brand’s reputation and customer loyalty. Some examples include committing to environmentally friendly practices, engaging in community development, or ensuring ethical supply chains.

6. Growth Goals: Growth goals focus on the overall development and scaling of the business. This might include increasing market share, scaling operations, or growing the customer base. Growth goals can also pertain to internal processes, such as implementing scalable systems or improving organizational structures. These goals are essential for ensuring the long-term sustainability and success of the business.

7. Leadership Development Goals: When a leader grows, their company grows. Goals related to personal development could include enhancing your leadership skills, expanding your industry knowledge, or building a stronger professional network.

The journey of a thousand miles begins with a single step, and the first step is setting the right goals. Let’s work together to make this year your most successful one yet.

Blueprint CFO | Future Focused Accounting
www.BlueprintCFO.com

#blueprintcfo #fractionalcfo #cfo #cfoinsights #fractionalexecutive #ceo #chiefexecutiveofficer #business #businessleadership #businessleader #businessleaders #ceoinsights #businessinsights #businesstips #entrepreneurs #entrepreneurship #entrepreneurialgrowth #growth #growthstrategy #strategicgrowth #goalsetting #businessgoals #insights #southerncalifornia #socal #orangecounty #orangecountyca

Taplio

Haley Stern's Linkedin Analytics

Haley Stern

Haley Stern's Best Posts (last 30 days)

Want to drive more opportunities from LinkedIn?

Taplio

.css-1jgreyo{background-image:linear-gradient(284deg, rgba(39,43,72,1) 0%, rgba(33,47,183,1) 100%);color:transparent;-webkit-background-clip:text;background-clip:text;}Haley Stern's Linkedin Analytics

Haley Stern

Haley Stern's Best Posts .css-qqfgvy{font-size:var(--chakra-fontSizes-md);}(last 30 days)

Want to drive more opportunities from LinkedIn?

Haley Stern's Linkedin Analytics

Haley Stern's Best Posts (last 30 days)