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Our Team

Over the past 20 years we have sat in your seats, developing strategies, building and leading teams, structuring operations and serving as board members. As consultants we have used this experience to empower our clients with the support they need to deliver on their mission. 

We are gratified to work with thoughtful leaders, who share our vision of a more inclusive and equitable world.

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Denise DeMaio

Denise has dedicated 20+ years to helping nonprofit leaders, foundations, and social innovators meet their goals, participating from a variety of perspectives: board member, funder/lender, executive and entrepreneur.  Denise thrives on complex problems and finding practical solutions. She takes care to be attuned to organizational culture, to navigate clients’ capacity to engage in projects and to not shy away from asking tough questions. Denise has supported over 200 nonprofit and philanthropic institutions across the country with strategic, financial, operational, and succession planning, as well as merger, collaboration and financing advice. Her “success” is truly measured by the actual activities that clients have undertaken as a result of working together, such as: designing public service campaigns, pivoting to online service delivery in a pandemic, securing significant funding from banking and philanthropic institutions, and designing thoughtful succession plans that ensure pathways for ongoing leadership.  Denise loves helping clients help their clients – and is grateful for the opportunity to work in this sector with interesting, committed and thoughtful leaders.

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Jan Correa


Jan brings over 25 years of commitment and experience to the nonprofit and social enterprise sector working in multiple capacities including consultant, facilitator, founding partner of a “double bottom line” entity, and active trustee and board member of numerous entities. Jan strives to be a thoughtful partner in helping organizations articulate, develop and most importantly, implement strategic, operational and financial plans. She loves working on planning engagements, mergers and other types of partnership explorations, organizational “redesign” initiatives, as well as board and governance structuring – always keeping in mind the resource limitations so often found in the sector, and the need to demonstrate and maximize impact.  Jan left the corporate world more than 25 years ago, and is so grateful for the opportunity to work with ‘mission driven’ talent at all levels of an organization –much more gratifying than the leadership role held many years ago where she was responsible for the planning, acquisition and integration of niche businesses into the corporate fold. Jan approaches this work with humility and great respect for the clients she has been privileged to work with.

Consulting Partners

Phil Rosenbloom brings over 16 years of extensive experience helping mission-focused organizations develop sound financial strategy to this partnership.  Through a combination of rigorous financial analysis and collaborative communication, he works with clients to develop data-grounded consensus around their financial health and plan proactively to address their needs. He has worked with nonprofit clients across fields such as the arts, human services, and social justice advocacy - including start-ups as well as large institutions. He has also worked with philanthropic institutions to incorporate financial due diligence into their grantmaking practice, managed major technical assistance initiatives, and advised on the development and implementation of  national data platforms for nonprofit assessment. Phil holds a BA in Sociology from Oberlin College and an interdisciplinary MA from New York University. He serves as a board member for Community Family Development and as a member of the finance committee of Hudson River Sloop Clearwater. 

Shilpi Shah brings over 16 years of experience working with nonprofits, institutional and family foundations, and charitable entities in a consulting capacity. Shilpi is passionate about helping organizations make informed strategic and financial decisions using data to support their work. She currently owns SKS Consulting Services, and previously worked at Arabella Advisors, a philanthropic advisory firm, and the Nonprofit Finance Fund. Shilpi has an MBA from Columbia Business School and a BSE in Bioengineering from the University of Pennsylvania. Shilpi also serves on the Board of the Eye on India organization.

Rebecca Thomas brings to this partnership 15 years of experience advising nonprofits and their supporters on how to balance mission goals with business realities. She helps organizations plan for sustainability and navigate change. She collaborates with philanthropies to direct capital toward plans for health and resilience. Rebecca speaks nationally about how strong business models and capitalization support mission success, and she advocates for improvements in the way money flows to the sector. In her former role on the management team at Nonprofit Finance Fund (NFF), Rebecca led the national arts strategy, built a national consulting practice, and directed product development efforts. She is passionate about data, the arts and her young children.

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