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    Helena Hauk
        2012 CREW National Economic
         Impact Award-Entrepreneur

          2012 SABJ Women s Leadership
              Award-Entrepreneur

       2011 SBA San Antonio Financial
              Services Champion
                             And More!


    The Short Story
    A powerhouse in commercial              spurring job creation, commercial
                                                                                   Expert on:
    lending and business development,       real estate, environmental upgrades,
    Helena Hauk helps grow the Texas        and economic development                 •   SBA 504
    economy by assisting small to mid       throughout Texas. Helena also            •   SBA 7a
    sized businesses with capital,          serves as a model for youth              •   Strategic Planning
    strategic management and planning,      leadership and women-owned
                                                                                     •   Leadership
    and no-nonsense business                businesses through her involvement
                                                                                     •   Business Financing
    development advice. As the              in groups such as CREW, NAWBO,
                                                                                     •   Commercial Real Estate
    President and founder of 5th Gear       CTAGGL, and local chambers and
                                                                                     •   Business Planning and
    Consulting Helena has facilitated the   through her presentations and
                                                                                         Management
    injection of over $60 million in SBA    workshops. Learn more at
    lending since she opened her            www.5thgearconsulting.com.               •   Economic Development

    company in July of 2009; thus                                                    •   Project Management


    Put Your Business in Overdrive
    Helena Hauk founded 5th Gear Consulting in order to use her knowledge in SBA and business financing,
    strategic planning, project management, and group leadership to help small to mid sized businesses
    propel their organizations to the next level, benefiting not only them but also the communities around
    them. Learn more at www.5thgearconsulting.com.
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    Helena Hauk




            The Whole STory
    Even at a young age, Helena Hauk         lending Helena joined CCDC,
    showed an unwavering                     helping them open up a new
    commitment to a strong work ethic        market in San Antonio, Texas
    and business development. A              while learning the ins and outs of
    stalwart in FFA, at 13 Helena            SBA lending.
    wrestled livestock and champion
                                             While at the CCDC Helena saw
    debaters while also working part-
                                             that, in addition to funding, many
    time. After high school she jumped
                                             of the businesses she helped
    right into hospitality management.
                                             needed quality assistance
    At 19 she became one of the
                                             managing the projects funded and
    youngest Directors of Membership,
                                             strategically planning out the
    Activities & Marketing at the                                                    $60 million in SBA loans resulting in
                                             resulting growth. It was also during
    Houston Club, one of Houston’s                                                   economic development and job
                                             this time that Accion, a multistate
    premier social clubs. From there                                                 creation throughout Texas.
                                             nonprofit that consults and assists
    she pursued her interests in                                                     Committed to helping small
                                             small businesses with their financing
    Economic Development working                                                     businesses, Helena has made
                                             needs, contacted Helena. With
    for the Calgary Chamber of                                                       education a significant part of her
                                             Accion as a partner Helena saw an
    Commerce and then serving as the                                                 company’s focus. Through articles,
                                             opportunity not only to support and
    Executive Director for the Kyle                                                  presentations, and workshops, Helena
                                             encourage small business
    Chamber of Commerce at just 23                                                   helps to educate lenders, real estate
                                             development, but to also make her
    years old.                                                                       professionals, and small business
                                             dream of becoming an entrepreneur
                                                                                     owners on the opportunities available
    Helena’s commitment to economic          a reality.
                                                                                     through the SBA. Helena is also
    development, project management
                                             So in 2009 Helena decided to take       passionate about leadership and
    and marketing skills, and ability to
                                             her expertise and launch 5th Gear       frequently mentors and educates
    connect with a variety of people
                                             Consulting, a business consulting       other women and young professionals
    attracted the attention of a recruiter
                                             firm specializing in business finance   on how they too can accomplish great
    from Capital Certified
                                             and strategic growth. Since her         things by encouraging others. Learn
    Development Corp. Interested in
                                             launch Helena has helped dozens of      more by visiting
    learning more about small business
                                             businesses grow and facilitated over    www.5thgearconsulting.com.
3

Commitment to Leadership

CREW-San Antonio: 2011 Past President, 2010 President, 2009 Charities Director/President Elect, 2008 Co-Chari Charities
Kyle Economic Development Board: 2005-2010
CTAGGL & NAGGL: CTAGGL Board Member 2011, CTAGGL Vice President 2012, CTAGGL President 2013
Mid America Lenders Conference: Golf Tournament Chair, Planning Committee Member
CCIM San Antonio: Member
Boerne Toastmasters: Member 2010-2011


Awards and Recognition

Winner Commercial Real Estate Women National Economic Impact Award-Entrepreneur 2012
Winner San Antonio Business Journal Women’s Entrepreneurial Leadership Award 2012
Winner of the SBA-San Antonio Small Business Financial Champion of the Year Award for 2011
Finalist for Texas Women’s Chamber Blazing Star Award 2011
Nominated for the San Antonio Business Journal’s “40 Under 40” list in 2009 and 2010.
Nominated to the CREW Network “20 Under 40” list in 2009 and 2010.
Finalist in the NAWBO Entrepreneurial Spirit Rising Star Award in 2010
Nominated for the North Chamber’s Athena Award in 2010
Recipient of CREW-San Antonio’s Outstanding Member of the Year in 2008
CREW Innovator Award in 2009 and 2011.
Nominated for the Greater San Antonio Chamber of Commerce WOW Promise Award ‘10 and ‘11.
Nominated for North San Antonio Chamber Athena Award 2011



“She made the entire loan process simple to understand and always felt she had the competency to see the project
through and resolve any unforeseen issues which might arise.”
                                                                                            --Dr. David Fleitas, D.D.S.

 “They established clear timelines from the beginning and stuck with them. It turned out better than expected. We have a
great facility!”
                                                                                       --Jim Kickertz, K & J Woodworks

“Helena was amazing! She walked us through the process and worked directly with our bank and SBA office The whole
process was really easy. Helena and her team handled everything and always acted in our best interest.”
                                                                   --Julissa Carielo, Tejas Premier Building Contractors
Helena Hauk


Publication Credits
Regular contributor to Up and Running
“Five Reasons Your Business Is Turned Down For A Business Loan” San
        Antonio Business Journal September 2011
Quoted source “Six Tips for Getting a Small Business Loan” on Investopedia
       May 4, 2011
“Business Plans vs. Strategic Plans,” Boerne September 2010                              Testimonials
“Best Kept Secret in Real Estate,” Boerne Business Monthly, Co-author with
       Lynda Kohler, April 2010                                                   “It is this passion and insatiable drive to
                                                                                assist small business owners that propelled
“Commercial Real Estate and CREW,” Insert in San Antonio Business Journal,
     Featured Expert, March 12, 2010                                              Ms. Hauk to start 5th Gear Consulting.
                                                                                She is knowledgeable and innovative when
Expert Source for “With 504, Lending Wells Not Running Dry,” San
                                                                                    it comes to helping small businesses
        Antonio Business Journal April 3, 2009
                                                                                       market for maximum growth.”
“A Conversation About Giving,” Interview for San Antonio Business                                  Kara Clayton
      Journal, March 13, 2009
                                                                                           President, Express Metalwork
**Article clippings available upon request
Speaking Credits                                                                 “Helena is making a difference for small
                                                                                 business owners helping them find their
Show Me the Money and Introduction to SBA Loans for Sharp Skirts                 way through an overwhelming financial
Orchestrating Effective Meetings Boerne Chamber of Commerce Leadership            world. Helena has been fearless in her
       Summit with ASU SBDC                                                      efforts and has proven herself as a small
Business Plans vs. Strategic Plans Kyle Chamber of Commerce                                  business owner.”
                                                                                               Jennifer Bailey
Co-Panelist Casting a Net That Works: Using Volunteer Membership to
       Build Your Business Dahill Office Solutions Corporate Training Retreat        Vice President, Texas Capital Bank

Panel Commercial Lending Realtors Commercial Alliance
                                                                                “She is a true champion for small business
Panel Commercial Lending CCIM and CREW-SA                                                           owners.”
Monthly presentation on 504 loans--venue rotates among banks, SBDCs and                          Jason McClain
other business service and community outlets.                                   Assistant Vice President, Texstar National Bank

                                                                                   “Helena is truly a ‘one-in-a-million’
    Additional Article and Presentation Topics                                      resource person and an excellent
                                                                                representative for small business owners.”
                  How to Orchestrate an Effective Meeting                                       Connie Raub
                    The Five C’s of Applying for Credit                             Vice President, Investment Realty Co
                   Building a Strategic Business Network
                              Youth Leadership
                 Innovative and Effective Strategic Planning                    “Thanks to your presentation I now feel
              Myths and Misperceptions About SBA Lending                           more confident about running more
                         Ins and Outs of SBA Loans                              effective meetings for my new position.”
                              Managing Growth                                              Jennifer Hammonds
         Project Management: Making the Timeline Work for You                                 Boerne YMCA
Interested in an
                                    Interview, Article or
                                      presentation from
                                                  Helena?

                                          Contact her Manager

                                            Shennandoah diaz

                                                210-679-4621 x 1

                                      10010 San Pedro Ave, Suite 101

                                           San Antonio, TX 78216

                                  sdiaz@5thgearconsulting.com



Images and article clippings available upon request.

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Helena Hauk Press kit

  • 1. 2 1 Helena Hauk 2012 CREW National Economic Impact Award-Entrepreneur 2012 SABJ Women s Leadership Award-Entrepreneur 2011 SBA San Antonio Financial Services Champion And More! The Short Story A powerhouse in commercial spurring job creation, commercial Expert on: lending and business development, real estate, environmental upgrades, Helena Hauk helps grow the Texas and economic development • SBA 504 economy by assisting small to mid throughout Texas. Helena also • SBA 7a sized businesses with capital, serves as a model for youth • Strategic Planning strategic management and planning, leadership and women-owned • Leadership and no-nonsense business businesses through her involvement • Business Financing development advice. As the in groups such as CREW, NAWBO, • Commercial Real Estate President and founder of 5th Gear CTAGGL, and local chambers and • Business Planning and Consulting Helena has facilitated the through her presentations and Management injection of over $60 million in SBA workshops. Learn more at lending since she opened her www.5thgearconsulting.com. • Economic Development company in July of 2009; thus • Project Management Put Your Business in Overdrive Helena Hauk founded 5th Gear Consulting in order to use her knowledge in SBA and business financing, strategic planning, project management, and group leadership to help small to mid sized businesses propel their organizations to the next level, benefiting not only them but also the communities around them. Learn more at www.5thgearconsulting.com.
  • 2. 3 2 1 Helena Hauk The Whole STory Even at a young age, Helena Hauk lending Helena joined CCDC, showed an unwavering helping them open up a new commitment to a strong work ethic market in San Antonio, Texas and business development. A while learning the ins and outs of stalwart in FFA, at 13 Helena SBA lending. wrestled livestock and champion While at the CCDC Helena saw debaters while also working part- that, in addition to funding, many time. After high school she jumped of the businesses she helped right into hospitality management. needed quality assistance At 19 she became one of the managing the projects funded and youngest Directors of Membership, strategically planning out the Activities & Marketing at the $60 million in SBA loans resulting in resulting growth. It was also during Houston Club, one of Houston’s economic development and job this time that Accion, a multistate premier social clubs. From there creation throughout Texas. nonprofit that consults and assists she pursued her interests in Committed to helping small small businesses with their financing Economic Development working businesses, Helena has made needs, contacted Helena. With for the Calgary Chamber of education a significant part of her Accion as a partner Helena saw an Commerce and then serving as the company’s focus. Through articles, opportunity not only to support and Executive Director for the Kyle presentations, and workshops, Helena encourage small business Chamber of Commerce at just 23 helps to educate lenders, real estate development, but to also make her years old. professionals, and small business dream of becoming an entrepreneur owners on the opportunities available Helena’s commitment to economic a reality. through the SBA. Helena is also development, project management So in 2009 Helena decided to take passionate about leadership and and marketing skills, and ability to her expertise and launch 5th Gear frequently mentors and educates connect with a variety of people Consulting, a business consulting other women and young professionals attracted the attention of a recruiter firm specializing in business finance on how they too can accomplish great from Capital Certified and strategic growth. Since her things by encouraging others. Learn Development Corp. Interested in launch Helena has helped dozens of more by visiting learning more about small business businesses grow and facilitated over www.5thgearconsulting.com.
  • 3. 3 Commitment to Leadership CREW-San Antonio: 2011 Past President, 2010 President, 2009 Charities Director/President Elect, 2008 Co-Chari Charities Kyle Economic Development Board: 2005-2010 CTAGGL & NAGGL: CTAGGL Board Member 2011, CTAGGL Vice President 2012, CTAGGL President 2013 Mid America Lenders Conference: Golf Tournament Chair, Planning Committee Member CCIM San Antonio: Member Boerne Toastmasters: Member 2010-2011 Awards and Recognition Winner Commercial Real Estate Women National Economic Impact Award-Entrepreneur 2012 Winner San Antonio Business Journal Women’s Entrepreneurial Leadership Award 2012 Winner of the SBA-San Antonio Small Business Financial Champion of the Year Award for 2011 Finalist for Texas Women’s Chamber Blazing Star Award 2011 Nominated for the San Antonio Business Journal’s “40 Under 40” list in 2009 and 2010. Nominated to the CREW Network “20 Under 40” list in 2009 and 2010. Finalist in the NAWBO Entrepreneurial Spirit Rising Star Award in 2010 Nominated for the North Chamber’s Athena Award in 2010 Recipient of CREW-San Antonio’s Outstanding Member of the Year in 2008 CREW Innovator Award in 2009 and 2011. Nominated for the Greater San Antonio Chamber of Commerce WOW Promise Award ‘10 and ‘11. Nominated for North San Antonio Chamber Athena Award 2011 “She made the entire loan process simple to understand and always felt she had the competency to see the project through and resolve any unforeseen issues which might arise.” --Dr. David Fleitas, D.D.S. “They established clear timelines from the beginning and stuck with them. It turned out better than expected. We have a great facility!” --Jim Kickertz, K & J Woodworks “Helena was amazing! She walked us through the process and worked directly with our bank and SBA office The whole process was really easy. Helena and her team handled everything and always acted in our best interest.” --Julissa Carielo, Tejas Premier Building Contractors
  • 4. Helena Hauk Publication Credits Regular contributor to Up and Running “Five Reasons Your Business Is Turned Down For A Business Loan” San Antonio Business Journal September 2011 Quoted source “Six Tips for Getting a Small Business Loan” on Investopedia May 4, 2011 “Business Plans vs. Strategic Plans,” Boerne September 2010 Testimonials “Best Kept Secret in Real Estate,” Boerne Business Monthly, Co-author with Lynda Kohler, April 2010 “It is this passion and insatiable drive to assist small business owners that propelled “Commercial Real Estate and CREW,” Insert in San Antonio Business Journal, Featured Expert, March 12, 2010 Ms. Hauk to start 5th Gear Consulting. She is knowledgeable and innovative when Expert Source for “With 504, Lending Wells Not Running Dry,” San it comes to helping small businesses Antonio Business Journal April 3, 2009 market for maximum growth.” “A Conversation About Giving,” Interview for San Antonio Business Kara Clayton Journal, March 13, 2009 President, Express Metalwork **Article clippings available upon request Speaking Credits “Helena is making a difference for small business owners helping them find their Show Me the Money and Introduction to SBA Loans for Sharp Skirts way through an overwhelming financial Orchestrating Effective Meetings Boerne Chamber of Commerce Leadership world. Helena has been fearless in her Summit with ASU SBDC efforts and has proven herself as a small Business Plans vs. Strategic Plans Kyle Chamber of Commerce business owner.” Jennifer Bailey Co-Panelist Casting a Net That Works: Using Volunteer Membership to Build Your Business Dahill Office Solutions Corporate Training Retreat Vice President, Texas Capital Bank Panel Commercial Lending Realtors Commercial Alliance “She is a true champion for small business Panel Commercial Lending CCIM and CREW-SA owners.” Monthly presentation on 504 loans--venue rotates among banks, SBDCs and Jason McClain other business service and community outlets. Assistant Vice President, Texstar National Bank “Helena is truly a ‘one-in-a-million’ Additional Article and Presentation Topics resource person and an excellent representative for small business owners.” How to Orchestrate an Effective Meeting Connie Raub The Five C’s of Applying for Credit Vice President, Investment Realty Co Building a Strategic Business Network Youth Leadership Innovative and Effective Strategic Planning “Thanks to your presentation I now feel Myths and Misperceptions About SBA Lending more confident about running more Ins and Outs of SBA Loans effective meetings for my new position.” Managing Growth Jennifer Hammonds Project Management: Making the Timeline Work for You Boerne YMCA
  • 5. Interested in an Interview, Article or presentation from Helena? Contact her Manager Shennandoah diaz 210-679-4621 x 1 10010 San Pedro Ave, Suite 101 San Antonio, TX 78216 sdiaz@5thgearconsulting.com Images and article clippings available upon request.