Fast Track to Fiduciary Excellence©

Allan Henriques

When best practices are in place, organizations get better results. Risks are mitigated. Roles and responsibilities defined and owned. Optimal service providers: selected diligently. Your efforts: documented.

The result: More for your mission, whether it’s charitable, community or retirement.

Boards, Trustees and Leaders of nonprofits, retirement plans, apprenticeship trusts, tribal nations, and government treasury, comptroller and pension departments have a wide range of investment and fiduciary skills and knowledge. Many have asked us to help increase their knowledge. Here’s how we can help.

Fiduciary Essentials® Training

Designed for Trustees, Board Members, and Leaders of Nonprofits, Retirement Plans, Apprenticeship Trusts, Tribal Nations, and Government Treasury / Comptroller / Pensions: Fiduciary Essentials® Training, for which successful participants receive a Certificate of Completion. Customized training emphasizes such topics as Investment Steward Management, State Regulatory Requirements and Fiduciary Best Practices.

Fiduciary Essentials® training provides a common investment vocabulary and best practices framework that helps Trustees, Board Members and Leaders to:

  • Speak the Language of Fiduciaries©
  • Select Prudent Experts
  • Increase value from Service Providers
  • Provide confidence to supporters, members and beneficiaries

Understanding your role as a fiduciary is the first step. Next, we’ll introduce you to Eight Fiduciary Precepts, and Four-step Fiduciary Quality Management System, from Fi360.

When you’re finished with Fiduciary Essentials®, you’ll have a better understanding of your fiduciary responsibilities, why they are so important, what steps to take in fulfilling your fiduciary role and where to find prudent experts to assist you — and who may relieve you of some of your fiduciary duty.    

 

Here’s the Bottom Line

If you’re on the Board or in a decision-making role with your organization, you’re a Fiduciary.

  • Fiduciary Excellence leads to Trust.
  • Trust leads to Enhanced Donor Confidence and Board Engagement
  • Which leads to Increased Donations, Financial Security and Mission Success.

That’s Why We’re Here.

Live training via half or full day workshop, Webinar or online in smaller bites that let you fit to your schedule.

Fiduciary Gap Analysis

Fiduciary Investment Practices Gap Analysis and Consulting: a roadmap for putting investment best practices in place for Boards, Trustees and Leaders.

What prudent investment best practices are in place at your organization?

If you don’t know the answer, a Fiduciary Gap Analysis is in order.

FiduciaryPath will map prudent investment practices to your current investment practices. Through this process, we will show you where your organization has prudent investment best practices in place, where there are opportunities for improvement, and where practices are missing. That’s very important because unknown gaps can cause institutional and personal liability and tarnish your reputation.

Fiduciary Consulting

Fiduciary Consulting can may be necessary as a starting point – when organizations need help in initializing prudent investment practices, or after a Gap Analysis if practices are missing or opportunities exist to improve practices.

FiduciaryPath’s experts work with you to analyze what your organization needs and provide reports to you so you can see what is needed. Then we work with you to develop and implement those new and/or improved best practices for your organization.

Certification by CEFEX – Centre for Fiduciary Excellence

This is the gold standard for investment fiduciary excellence. Once investment fiduciary best practices are in place, organizations may be candidates for CEFEX certification, a peer reviewed certification of the organization’s investment fiduciary best practices. Based on the International Standardization Organization’s (ISO’s) – ISO 9000, the standard for quality management systems, CEFEX certification includes a rigorous analysis and verification of the organization’s investment best practices, and peer review. The certification is renewed annually.

CEFEX certified organizations join an elite roster of certified organizations, are included in a Registry of Certified organizations, and may display the CEFEX Mark on their website and in materials.

For more, please go to cefex.org.

Accredited Investment Fiduciary® Training

Designed for Nonprofit Boards, Trustees and/or Executives: Accredited Investment Fiduciary (AIF®):

Empowers executives, trustees and board members with the deeper fiduciary knowledge and tools they need to serve and grow their organization systematically by utilizing the Prudent Practices for Investment Stewards. Successful participants earn their AIF® designation from Fi360®.

They also receive annual training updates so they can be confident that their organization consistently promotes the best interests of their cause and donors.

Allan Henriques

Industry Accolades:

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Kate McBride has been a leader in the fiduciary world for more than a decade. We’ve worked together on fiduciary policy, research, and advocacy. Her expertise in practical application of prudent investment practices and decades of investment experience give her a unique understanding of how best to counsel fiduciary trustees, boards, and leaders to protect their organization’s assets.

Blaine Aikin, AIFA®, CFA, CFP® Executive Chairman, CEFEX and Fi360

Kate McBride has helped us verify the Best Fiduciary Practices we have integrated throughout our investment portfolios and employee retirement plans. Her expertise has helped us to improve our investment processes further, in a comprehensive cycle to protect the best interest of our tribal members and our community.

Patricia Mercier, CFO, Paskenta Band of Nomlaki Indians

Kate McBride’s Fiduciary Leadership Training and Expert Assessments have been a game changer for our organization’s Board of Trustees and staff. Her savvy communications and accredited fiduciary excellence has increased our team’s focus, consistent application of best practices, and helped to grow our assets by 20% in one year. Our donor-clients satisfaction has never been higher! We strongly recommend Kate McBride of Fiduciary Path.

Vanessa Bechtel, President & CEO, Ventura County Community Foundation / VCCF Nonprofit Center

Allan Henriques

The Nonprofit Fiduciary

Our exclusive blog featuring latest news and resources including; prudent practices, industry news, case studies and more.

Nonprofit Facts of Life: Mutual Funds

Nonprofit Facts of Life: Mutual Funds

Nonprofit Facts of Life that Nobody Told Me . . . There’s a lot you need to know when you’re a Nonprofit Leader – a lot that may not have occurred to you when you agreed to follow your passion and make an impact with your favorite Nonprofit! There are both Fun Facts...

Allan Henriques

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