Many Nonprofit Leaders do not realize that they have legal fiduciary responsibilities – and fewer still are truly aware of the full scope of those responsibilities. Most have never been shown how and what it takes to be a fiduciary.
Fiduciary Leadership Training
We provide half-day, full-day and multiple-day sessions designed to inform nonprofit leaders of their fiduciary responsibilities.
Consultation & Fiduciary Assessments
Our experienced fiduciaries and CEFEX Analysts help expedite implementation of the Global Fiduciary Standard of Excellence for Nonprofits and Endowments.
We help you meet all your
Our team of experienced fiduciaries and CEFEX Analysts provides practical fiduciary education and consulting services.
Meet Our Team
Our team of experienced fiduciaries and CEFEX Analysts provides practical fiduciary education and consulting services to help you readily meet your fiduciary responsibilities so you can focus on what inspires and motivates you!
Allan has helped us easily integrate Best Fiduciary Practices throughout our investment portfolios and employee retirement plans. His expertise gave us the ability to reestablish and protect the best interest of our tribal members.
100% of our Board of Directors and almost 100% of our staff team have the FEFE designation. The training has been a game changer for our organization! Our Board is much more engaged and focused, our team is consistent in applying fiduciary best practices, and our assets have increased by 20% in one year. Our donor-clients satisfaction has never been higher! We strongly recommend this program.
Allan Henriques offers the highest level of fiduciary standards in our industry. His unique combination of legal and financial expertise gives him a keen understanding on how to best counsel nonprofits and foundations to protect their assets.
FIDUCIARY CONDUCT AND YOUR REPUTATION What’s Trust Worth As An Investment Steward? Written by Blaine Aikin, Executive Chairman Fi360 and CEFEX AIFA®, CFA, CFP® EXECUTIVE SUMMARY Warren Buffett famously said: "We can afford to lose money, even lots of money. But we...
An investment fiduciary is an individual who has responsibility for the management of the assets of others and is therefore in a special position of confidence, reliance and trust. The standard of conduct required of fiduciaries is considered the oldest, strongest,...
Name: Bossier Parish Community College Foundation Established: 1998 Serves: Bossier Parish Community College, Bossier City, Louisiana. Assets: $4 million Grants: More than $650,000 in scholarships and over $6 million in overall school support awarded through 17 State...