About Us

Allan Henriques

 

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.

The 2015 Survey of Nonprofit Organization Boards of Directors
by the Stanford Graduate Business School found that:

Only 47%

of nonprofit directors believe their fellow board members understand their obligations

…and 69%

of nonprofit directors say their organization has faced one or more serious governance-related problems in the past 10 years.

Your nonprofit’s reputation could be at risk and increase your personal and institutional liability. You can enhance your nonprofit’s reputation and its value to donors and beneficiaries while mitigating your personal and institutional liability by implementing a prudent decision-making framework for effective stewardship of donors’ gifts.

CEFEX, Centre for Fiduciary Excellence, LLC, an Fi360® company, is an independent certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors, record-keepers, administrators and managers. Fi360®, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Investment stewards and nonprofit leaders certified by CEFEX and Fi360® follow the standards defined in the Prudent Practices assuring donors of their fiduciary compliance, improved efficiencies and effectiveness, and ability to enhance their organization’s reputation.

 

Allan Henriques

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 Henriques

AIFA® Designee
Fiduciary Education Trainer
CEFEX Analyst
Fiduciary Consultant

Kathleen McBride

AIFA® Designee
Fiduciary Education Trainer
CEFEX Analyst
Fiduciary Consultant

Roger Levy

AIFA® Designee
Fiduciary Education Trainer
CEFEX Analyst
Fiduciary Consultant

Allan Henriques

Industry Accolades:

quotes

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.

Patricia Mercier, CFO, Paskenta Band of Nomlaki Indians

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.

Blaine Aikin, Executive Chairman for CEFEX and Fi360

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.

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.

Blaine Aikin White Paper

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...

Allan Henriques

Get in Touch!

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