Fiduciary Leadership Training

Allan Henriques

We provide half-day, full-day and multiple-day sessions to support nonprofit leaders meeting their fiduciary responsibilities. These lively sessions include:

Designed for Nonprofit Board Members and Executives: Fiduciary Essentials for Foundations and Endowments,

for which successful participants receive a Certificate of Completion. Customized training emphasizes such topics as Investment Steward Management, State Regulatory Requirements and Cybersecurity Best Practices.

Designed for Nonprofit Executives: Accredited Investment Fiduciary (AIF®)

training empowers nonprofit professionals 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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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 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

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

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