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!

Roundtables
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,” 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. 


2022 Schedule of Events

February

Roundtable: Council of Excellence Application Workshop
Monday, February 28, 2022 from 3:00 pm ET - 4:00 pm ET
Learn More & Register / Contact the Staff Host

March

Website Tutorial: Maximizing Event Planning Efficiency Using Event and RSVP Management
Wednesday, March 02, 2022 from 2:00 pm ET - 3:00 pm ET
Learn More & Register / Contact the Staff Host

April

Roundtable: The Council Nominated AEP® Program and Its Benefit to Your Estate Planning Council
Wednesday, April 27, 2022 from 4:00 pm ET - 5:00 pm ET
Learn More & Register / Contact the Staff Host

May

Executive / Administrator-Only Session
Monday, May 2, 2022 from 12:00 pm ET - 1:00 pm ET
Learn More & Register / Contact the Staff Host

Roundtable: Planning for Your Term as an Officer (with Position-Specific Breakout Sessions)
Thursday, May 26, 2022 from 11:30 am ET - 1:00 pm ET
Learn More & Register / Contact the Staff Host

June

Virtual Leadership Day
Monday, June 27, 2022 & Tuesday, June 28, 2022 from 2:00 pm ET - 4:00 pm ET both days
Learn More & Register / Contact the Staff Host

July

Roundtable: Event Planning 101
Monday, July 18, 2022 from 3:00 pm ET - 4:00 pm ET
Learn More & Register / Contact the Staff Host

Website Tutorial: Membership Renewal: A Deep Dive Into the Renewal Process
Thursday, July 28, 2022 from 1:00 pm ET - 2:00 pm ET
Learn More & Register / Contact the Staff Host

September

Executive / Administrator-Only Session
Thursday, September 8, 2022 from 12:00 pm ET - 1:00 pm ET
Learn More & Register / Contact the Staff Host

Roundtable: Membership Topics: Nothing is Off the Table!
Thursday, September 22, 2022 from 11:30 am ET - 1:00 pm ET
Learn More & Register / Contact the Staff Host

October

Roundtable: The Benefit of Having a Council Executive (Staff Member)
Wednesday, October 19, 2022 from 11:30 am ET - 12:30 pm ET
Learn More & Register / Contact the Staff Host

November

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

Tuesday, November 15, 2022 (All Day Event)
Learn More / Contact the Staff Host

December

Roundtable: What You Missed at Council Leadership Day at the Annual Conference
Monday, December 12, 2022 from 4:00 pm ET - 5:00 pm ET
Learn More & Register / Contact the Staff Host

Website Tutorial: A Beginner’s Guide to the NAEPC Website: Maximizing the Site's Capabilities Using its Built-In Functions and Features
Thursday, December 15, 2022 from 1:00 pm ET - 2:00 pm ET
Learn More & Register / Contact the Staff Host


In Case You Missed It

Roundtable: Starting Your Council's New Year
Wednesday, January 26, 2022 
Notes from this event will be posted soon