baltimore Buildings
baltimore Buildings
baltimore Buildings
20NTC Session

Find True Consultant Love: Picking the Right Match for You


At some point, your organization will reach the limit of your in-house expertise and you’ll likely look to hire a consultant. This will almost certainly happen when considering how to optimize your CRM. There are lots of great consultants out there, but only some are actually great for you. How do you figure out which one to hire?

In this session, we’ll talk with the DC Bar Foundation as a case study into what truly makes for a great consulting relationship. We’ll discuss how to find a consultant who matches YOUR level of expertise and understanding, so that your consultant doesn’t trap you in the weeds or float you uselessly in the clouds. We’ll also focus on great consulting relationships as ones that model the optimal system functioning or staffing arrangement you need. They don’t just tell you want to do; they do the work with you.

Learning Outcomes

  • Take home a clear checklist to guide thinking through hiring the right type of outside support for your organization
  • Sleep easier with a firmer understanding of what conversations to have during the vetting process to assess fit
  • Take home a game plan for how to build buy-in from your staff and board in hiring a consultant

Target Audience

Executive Directors, Development Directors, Board Members, COOs


Case StudyChange ManagementDatabaseIntegration


Tracy Shaw


Thread Strategies

Tracy Shaw is a passionate and driven professional, dedicated to connecting idealists with the resources they need to address society’s biggest obstacles. With more than 15 years of experience in development and nonprofit leadership, Tracy has helped a variety of organizations meet the needs of their communities by providing direction and guidance in fundraising planning and execution. Tracy holds a Master of Public Affairs with a certificate in Nonprofit Management and Leadership from the University of North Carolina at Greensboro.

It is Tracy’s firm belief and experience that connecting powerful programs with the right resources creates positive change in the world. It is her goal to be at the intersection of those resources and programs in order to improve the lives of those in need. To that end, Tracy has successfully planned and executed various local, regional and national fundraising campaigns and events, leveraged corporate and major donors, and managed as many as 20 full-time fundraising staff to further the mission of various nonprofit organizations. She has held leadership roles at The Partnership for Children, The State of North Carolina, The Leukemia & Lymphoma Society, and the American Kidney Fund, as well as contributed to many other organizations as a consultant.

Tracy’s greatest strength is her enthusiasm. It gives her great joy to help people work together in a community to strengthen connections and to raise resources that help solve real-life problems and issues. She enjoys taking road trips in the spring and fall with the windows down, crossing finish lines, and holding hands with her sweet husband, Todd.

Loree Lipstein

Founder + Principal

Thread Strategies

Loree Lipstein is Founder and Principal Consultant of Thread Strategies, a firm that provides comprehensive, hands-on development support to small and medium-sized nonprofits to build sustainable development departments. Thread helps partners create strategies that are rooted in reality and then assists in bringing those strategies to life by building systems to support, hiring staff to lead, and assisting in execution until processes are up and running.

An innovative and entrepreneurial leader, Loree brings more than a decade of experience in the nonprofit field to her work. Prior to founding Thread, Loree earned a Master’s of Business Administration at The Fuqua School of Business at Duke University, where she was a CASE Scholar focusing on social entrepreneurship and social impact. Before earning her graduate degree, Loree worked for the national nonprofit KaBOOM! as Manager of Corporate Partnerships, where she was responsible for securing and managing partnerships with Fortune 500 companies and large philanthropic foundations. Loree also worked as a Senior Campaign Manager at The Leukemia & Lymphoma Society’s National Capital Area chapter, where she focused on special events and grassroots fundraising.

When Loree isn’t traveling around the globe (international travel is a passion), she resides in Washington, DC where she enjoys running, photography and spending time with friends and family.



March 24, 2020


10:30am – 11:45am