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.
Denise has dedicated 20+ years to supporting nonprofit leaders, foundations, and social innovators navigate change and help "meet the moment." She brings board, funder, lender, operations management, and coaching perspectives to her work from her various professional roles as well as her love of entrepreneurship, demonstrated by her leadership of two consulting firms Denise has supported over 200 nonprofit and philanthropic institutions across the country with strategic, financial, operational and succession planning, mergers, as well as loans and financial investments. Denise measures her success by what clients have been able to do as a direct result of their work together: adopted public service campaigns, a pivot to online service
delivery in a pandemic, securing significant funding from banking and philanthropic institutions, talking frankly with boards about capacity and capital needs, securing working capital for their operations, and developing future programmatic pathways and plans for leadership turnover.
Denise thrives on complex problems and finding practical solutions—which explains her decades long dedication to taking ballet classes and perseverance in parenting teenagers.
Denise received her MPA from the Wagner School of Public Service at NYU and her BS in Finance from Fordham University. She is a current board member of Callen-Lorde Support Corporation and a former board member and Treasurer of Callen-Lorde Community Health Center.
Jan brings 25+ years of commitment to the nonprofit & social enterprise sectors, using the experience and training developed throughout her career: founding partner of a successful social enterprise trustee, board member of multiple non-profit organizations, and for the past 15 years, as a dedicated leader of two specialized consultancy.
Jan strives to be a thoughtful partner, helping organizations articulate and achieve their “mission” whether it be through the development and implementation of strategic, operational and financial plans, partnership explorations, organizational “redesign” initiatives, or facilitation of board and governance trainings and structuring. Jan strives to listen well, and be mindful of the resource limitations so often found in the sector, and the importance of demonstrating impact.
Jan approaches this work with humility and respect and is grateful for the opportunity to work with ‘mission driven’ talent at all levels of an organization. She is fortunate to partner with organizations which enable her to do work that is so much more gratifying than the leadership role held many years ago, where as a senior executive she was responsible for leading a team responsible for the planning, acquisition and integration of niche businesses into the corporate fold.
Jan is inspired by her spectacular daughter and the other young adults that she has helped parent and mentor over the years. Jan was an active Children’s Aid trustee for over 10 years, a Mount Sinai Adolescent Health Center Advisory Board member and served on the board of AccionNY. She holds an MBA from Columbia Business School, where she served as a Teaching Assistant in statistics and operations research.
Randi Kates brings more than 15 years experience consulting with nonprofit organizations in a wide range of capacities. She is a successful grant writer with a record of strategically pursuing and securing funding to enable organizations to advance their missions. Having supported nonprofits in a variety of fields in their efforts to define, measure and improve outcomes, she brings a strong results focus to all of her work. Randi received her MPA focusing on Nonprofit Management and Policy from the Wagner School of Public Service at NYU and a BA in Sociology and Anthropology from Colgate University.
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.
Christine Soghomonian brings over 15 years of experience as a leader in Information Systems in the not-for-profit sector. She has helped organizations be more efficient and more data driven by developing and implementing complex information system solutions. With a knack for leading quality assurance and process improvement activities, she collaborates closely with non-technical stakeholders to assess needs for innovation, optimization and data analysis solutions. She is distinguished for her role in leading teams of IT professionals in areas such as data governance, project management, data analytics, applied research, and complex implementation projects. In her former role as Director of Information Systems and Operations for Mount Sinai, Christine developed a mobile wellness app with over 3000 users nationwide, optimized data collection workflows and implemented a data mart. Christine has a Masters from City University of New York. She has authored publications in the health and human services sector.
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.