National Association of Estate Planners and Councils

Read the NAEPC Response to COVID-19 


About the 4th Annual
Regional Council Leadership Day Conferences

Regional Council Leadership Day is typically a learning and sharing experience for volunteer leaders and executives from estate planning councils within the same geographic region, but this year we are taking the program national with a virtual delivery.  This means that your council will have the benefit of interacting with those from across the country who share a single mission: helping their council thrive! 

Regional programs are open to all estate planning councils and each council is encouraged to send multiple officers and the council executive / administrator. 


Program #1 
Monday,  August 10, 2020 & Tuesday, August 11, 2020

2:30 pm ET - 5:00 pm ET
Register Here for Program #1

Program #2 
Tuesday, August 25, 2020 & Wednesday, August 26, 2020

4:00 pm - 6:30 pm ET
​Register Here for Program #2

Program #3  
Thursday, August 27, 2020 and Friday, August 28, 2020

12:00 pm ET - 2:30 pm ET
​Register Here for Program #3

Program #4 
Monday, August 31, 2020 & Tuesday, September 1, 2020

2:30 pm ET - 5:00 pm ET
​Register Here for Program #4

Program #5 
Wednesday, September 16, 2020 & Thursday, September 17, 2020

4:00 pm ET - 6:30 pm ET
​Register Here for Program #5

Additional late September and Early October dates may be available.


Your time is important.  With this in mind, each event will be two consecutive days, two hours plus an additional thirty minutes of optional networking on each day.  The events will offer ample time to address matters that are most important to your council and the agenda will be created with your input.  

 


Sample Agenda

Day One Day Two
Programming & Leadership Resources

Start the Conversation with
30-Minute Pre Event Networking

Council of Excellence Program

Review of www.NAEPC.org

Communication

Making the Connection:
NAEPC and Your Council

Designation and Certification Programs

Member Benefits

Council Benefits

60-Minute Sharing Session
and/or Breakouts

60-Minute Sharing Session
and/or Breakouts

 
Continue the Conversation with
30-Minute Post Event Networking
 


Sharing session topics may include: 
Best Practices: Welcoming and Onboarding New Members; Creating a Compelling Sponsorship Program; Engaged Members: Your Council's Fountain of Youth; Leadership: Cultivating a Board and Committee Structure that Enables Growth and Success; Membership Qualifications: Finding the Right Balance; Membership: Fueling Growth & Retention; Negotiating with Vendors, Venues and Service Providers; Overcoming Operational Struggles; Programming: Creating a Calendar that Encourages Member Engagement and Growth; and a session for councils of like size.


Four Reasons to Attend

Spend time with, and learn from, volunteer leaders from other councils

Conference schedule is created with YOUR input - we'll make sure that the items that are most important to you are included

Enhance your service to your members through NAEPC programs and successful initiatives learned from other councils

Maximize the value of your council's membership in NAEPC 


Notes from the Most Recent Programs

View the notes from the 2019 events
View the notes from the 2018 events