Fiduciary Essentials® Training

Allan Henriques

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.

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

Allan Henriques

Industry Accolades:

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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 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’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.

Allan Henriques

Get in Touch!

We would love to hear from you. Please fill out the form below, email, or call us with your questions.

We would love to hear from you. Please fill out the form below, email, or call us with your questions.
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