Council Leader Education Series

One of the most popular benefits of membership, NAEPC offers four types of learning and sharing experiences for estate planning councils and their leaders.  Roundtables, Virtual Leadership Day, Website Tutorials, and Executive/Administrator-Only Sessions are a no-cost benefit to member estate planning councils and their leadership teams.

These events provide a unique opportunity to learn alongside and from other volunteer and staff leaders from within the NAEPC network - what's working, what's not, creative ideas, and new initiatives... all with one goal in mind, being your best EPC!

Roundtables:  These virtual workshops provide a "deep dive" into the topic of the day.  Attendees will discuss best practices, strategies, and initiatives specific to the topic and the events often include smaller group breakout sessions.  The agenda for each event is created with attendee input.

Virtual or In-Person Leadership Day:  The new version of “Regional Leadership Day” and most comprehensive event hosted for council leaders, these tprograms combine information about benefits available to councils and members with topic-based breakouts for a well-rounded experience.  We’ll address important topics like membership recruitment, sponsorship programs, educational programming, operations, leadership, diversity, equity and inclusion, etc., and ample time is available for questions.

Website Tutorials:  For users of the NAEPC Website Solutions, these hour-long virtual events address features and functions of the website system.  Existing users should attend to make sure the site is being used as efficiently as possible and non-users are welcome to attend to learn more about this optional benefit of membership.  Events are always recorded and available for on-demand viewing. 

Executive/ Administrator-Only Sessions:  Crafted for the staff executive / administrator, these private sessions give these special individuals an opportunity to connect with others in their same role and subject matter varies from NAEPC-related content to general association management topics – and everything in between.  No two events are the same!

Registration is open to all board members for all events (except for the executive-only sessions) and unlimited, meaning you are welcome to register for as many events as you, your council, and its board wish to attend.  We do not anticipate any of the events selling out, but encourage early registration so that we have as much feedback to prepare the agenda as possible.

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Upcoming Events

COUNCIL LEADER EDUCATION SERIES

March 3, 2026  •  4:30 pm ET – 5:00 pm ET
Understanding The Council of Excellence Program & Application
REGISTER HERE

March 24, 2026 •  4:00 pm ET – 5:00 pm ET   
Combating the Demographic Age Shift: Strategies for Engaging the Next Generation of Estate Planning Leaders
REGISTER HERE

April 21, 2026 • 4:00 pm ET – 5:00 pm ET
The Council Nominated Accredited Estate Planner® Designation Program and its Benefit to Your Estate Planning Council
REGISTER HERE

May 20, 2026 • 4:00 pm ET – 5:00 pm ET
To Use or Not to Use AI: What’s Right for Your Estate Planning Council?
REGISTER HERE

July 28, 2026 • 4:00 pm ET – 5:00 pm ET
Membership Matters: An Open Discussion
REGISTER HERE

September 29, 2026 • 4:00 pm ET – 5:00 pm ET
Innovative Solutions to Create and Fill Your Council's Programming Calendar
REGISTER HERE

October 27, 2026 • 4:00 pm ET – 5:00 pm ET
Reimagining Your Council for Today: What Would You Do Differently?
REGISTER HERE

December 15, 2026 • 2:00 pm ET – 3:00 pm ET
Dollars & Sense: Financial Strategies for Your Council
REGISTER HERE

SESSIONS JUST FOR STAFF EXECUTIVES / ADMINISTRATORS / PAID STAFF

March 26, 2026 • 4:00 pm ET – 5:00 pm ET    
Council Staff Executive / Administrator Open House & Mixer
REGISTER HERE

June 4, 2026 • 4:00 pm ET – 5:00 pm ET
Council Staff Executive / Administrator Session
REGISTER HERE

August 4, 2026 • 12:00 pm ET – 1:00 pm ET  
Council Staff Executive / Administrator Session
REGISTER HERE

December 1, 2026 • 4:00 pm ET – 5:00 pm ET           
Council Staff Executive / Administrator Session
REGISTER HERE

WEBSITE TUTORIALS

March 30, 2026 • 1:00 pm ET – 2:00 pm ET    
Website Tutorial: A Comprehensive Introduction to the New Administrative Hub
REGISTER HERE

May 6, 2026 • 4:00 pm ET – 5:00 pm ET         
Website Tutorial: Making Sure Your Council's Historical Membership Data is Preserved
REGISTER HERE

September 3, 2026 • 2:00 pm ET – 3:00 pm ET          
Website Tutorial: Event and RSVP Features of your Council's Website
REGISTER HERE

November 12, 2026 • 3:00 pm ET – 4:00 pm ET
Website Tutorial: Keeping in Touch with Your Council's Members Using the Communication Hub
REGISTER HERE

Topic suggestions are always welcome!  Email us with your feedback.

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In Case You Missed It...

Using AI to Enhance Your Estate Planning Council's Work
View the Recording

Understanding the Council of Excellence Program & Application

The Council Nominated Accredited Estate Planner® Designation and Its Benefit to Your EPC

Growing Members & Recapturing Lost Members
Download the PowerPoint or View the Recording

Best Practices for Communication Across the Generations for your Board of Directors
View the Recording

Workshop:  Identifying and Communicating Your Council's Value Proposition
View the Slides

Membership Topics: Nothing is Off the Table
View the Recording

Starting Your Council's New Year with Officer-Specific Breakouts
View the Recording (Breakout Sessions are Not Recorded) or Review the Handout

Event Essentials & Managing Food and Beverage Expense
Review the Handout

Regional Leadership Day (Tampa & Chicago)
Top 10 Ideas from the Event

Membership Topics... Nothing is Off the Table
View the Recording

And Now a Word from Your Sponsors...  Crafting Sponsorship Opportunities and Other Ways to Grow and Manage Revenue
View the Recording

Collaborative Strategies to Drive Successful Events
View the Recording