Keynote and Public Speaking

Allan Henriques

The FiduciaryPath team is known for its subject matter expertise, experience and research. We frequently write, speak, testify and comment on matters of fiduciary relevance. FiduciaryPath periodically conducts research on Fiduciary matters. Our research is widely cited and has been discussed on the floor of the US House of Representatives in Congress. If you are interested in having one of us speak at your event, please contact us.

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’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

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

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!

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