FiduciaryPath Launches Online Training for Nonprofit Trustees and Leaders

Fiduciary Expert Kathleen McBride Delivers Authoritative Best Practices Training

RUMSON, N.J.--(BUSINESS WIRE)--FiduciaryPath, LLC launches online training to deliver authoritative fiduciary training that trustees, board directors and other nonprofit leaders need to protect and grow their organizations and to achieve their missions and financial objectives.

FiduciaryPath programs feature convenient, cost-efficient access to live and recorded sessions by leading fiduciary experts. This launch expands FiduciaryPath’s best-practices training and consulting services to a wider audience of nonprofits, apprenticeship trusts, tribal nations, governments, and retirement plans. The more than 3.5 hours of online sessions cover 21 critical topics to implement fiduciary best practices.

“Trustees, boards and other nonprofit officials are under more scrutiny than ever by regulators, donors and other stakeholders,” noted Kate McBride, President and Founder of FiduciaryPath, LLC, an Accredited Investment Fiduciary Analyst^® (AIFA^®), and CEFEX Analyst. “Yet many come into their investment steward leadership roles without a clear sense of their legal fiduciary responsibilities and the risks their organizations face. Our live and online training provides the fiduciary knowledge necessary to effectively lead organizations in these challenging times.

Joining McBride is Allan Henriques, JD, AIFA^®, CEFEX Analyst and founder of Allan Henriques Fiduciary Consultants, which FiduciaryPath recently acquired. Henriques and Roger Levy, LLM, AIFA^®, CEFEX Analyst, will continue to work with McBride to provide Fiduciary Essentials^® training, fiduciary gap analyses, and certification assessments. FiduciaryPath’s added online services enhance the firm’s training and consulting with investment stewards at nonprofits, apprenticeship trusts, tribal nations, governments, retirement plans; and Registered Investment Adviser (RIA) firms.

“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,” said Blaine Aikin, AIFA^®, CFA, CFP^®, and Executive Chairman, CEFEX.

About Kathleen M. McBride:

Kate McBride, AIFA^® Founder and President of FiduciaryPath, CEFEX Analyst, has more than 40 years of investment industry experience. FiduciaryPath works with trustees, boards, and leaders of nonprofits, apprenticeship trusts, tribal nations, governments, retirement plans, and RIA firms to train, assess, improve, and certify their prudent investment practices.

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