National Association of Estate Planners and Councils

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!

These 1 – 1.5 hour 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.

Leadership Day 
The new version of “Regional Leadership Day” and most comprehensive event hosted for council leaders, these two-day virtual programs (two hours each day) 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.

We also offer a day of in-person sessions at the Annual Conference during the pre-conference sessions for estate planning council leaders.  The day includes learning pods (small group sessions), the association's annual meeting and council awards ceremony, a luncheon, large group sharing sessions, and a reception.

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 vurtual 1.5 – 2 hour 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!

Who Should Attend?
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 attendee feedback to prepare the agenda as possible.

Click on the "Learn More & Register" link for each event or use "Contact the Staff Host" to email a question to the staff member responsible for the event. 

Self-Care for Your Estate Planning Council  

Wikipedia defines self-care as "the process of taking care of oneself with behaviors that promote health and active management of illness when it occurs..."  We believe this concept also applies to your estate planning council during these changing and challenging times.  Council self-care looks like:

  • Continuing to be active, even if things are not the same as they once were
  • Meeting your members where they are while finding a good balance related to the council's activities
  • Nurturing a healthy and engaged membership in spite of challenges brought about by the pandemic
  • Actively governing and managing the council both internally among the board and externally with members and the greater community of estate planning professionals
  • Being creative and trying new things:  meeting time or type; communication schedule; social media
  • Recognizing that things may not return to "normal" for some time

The 2023 Schedule is Coming Soon!

In Case You Missed It

Roundtable: Starting Your Council's New Year
Wednesday, January 26, 2022 
Download Event Notes

Roundtable: Council of Excellence Application Workshop
Monday, February 28, 2022 
The recording will be posted shortly.

Website Tutorial: Maximizing Event Planning Efficiency Using Event and RSVP Management
Wednesday, March 02, 2022
The recording is available in the website administrative hub.

Roundtable:  Imagining Your Council Post-COVID - Strategies for Sustaining Membership and Engaging Members in New and Different Ways
Friday, April 22, 2022 
The recording will be posted shortly.  Download the event worksheet HERE.

Roundtable: The Council Nominated AEP® Program and Its Benefit to Your Estate Planning Council
Wednesday, April 27, 2022 
The recording will be posted shortly.  

Roundtable: Planning for Your Term as an Officer (with Position-Specific Breakout Sessions)
Thursday, May 26, 2022 
The recording will be posted shortly.
Handouts:  Checklist for Starting Your Council's New Year / Position-Specific Descriptions & Responsibilities

Virtual Leadership Day... a "Spa Day" for Your Estate Planning Council
Monday, June 27, 2022 & Tuesday, June 28, 2022 
Notes will be posted shortly.

Roundtable: Event Planning 101
Monday, July 18, 2022 
The recording of this event will posted soon.  Download the event worksheet.

Website Tutorial: Your NAEPC-Hosted Website: New and Upcoming Features
Wednesday, July 20, 2022 

Website Tutorial: Membership Renewal: A Deep Dive Into the Renewal Process
Thursday, July 28, 2022 

Executive / Administrator-Only Session
Thursday, September 8, 2022 

Roundtable: Membership Topics: Nothing is Off the Table!
Thursday, September 22, 2022 
Download the event worksheet
Sample Welcome Kit (provided by Boston Estate Planning Council)

Annual Conference Leadership Day (In-Person)
Executive / Administrator-Only Session & Private Dinner (In-Person)

Tuesday, November 15, 2022 (All Day Event)

Roundtable: What You Missed at Council Leadership Day at the Annual Conference
Monday, December 12, 2022