Leadership Day Conference & Council of Excellence Award Celebration

Date: Wednesday, November 10, 2021
Time: 1:00pm - 4:00pm
Location: Zoom

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This event takes place on both November 10, 2021 and November 11, 2021 from
1:00 pm ET - 4:00 pm ET.
Please make sure you place both dates on your calendar entry.

Leadership Day is typically a learning and sharing experience for volunteer leaders and executives from estate planning councils within the same geographic region or those who have gathered together at the annual conference; this year we are again offering the conference virtually.  Your council will benefit from interacting with others from across the country who share a single mission: helping their council thrive! 

Leadership Day conferences are open to all estate planning councils and every council is encouraged to send multiple officers and the council executive / administrator. 

During our time together we’ll cover ideas, strategies, and initiatives related to member engagement, the board and committee structure, membership qualifications, programming, sponsorship programs, diversity – equity – inclusion, onboarding new members, and other subjects that you tell us are important.  During this special program we will also honor those councils that received a Council of Excellence, 5 Star, or Emerging Council award in 2021 and host a brief session devoted to the launch of the 2021 Council of Excellence application.  (Timing of the council celebration portion of this conference will be released shortly.)

Sample Daily Agenda:

  • Several Topic-Based Breakout Sessions Chosen with Attendee Input
  • Getting to Know Other Volunteer Leaders
  • Review of NAEPC Benefits, Program and Services
  • Making the Connection for Your Members / Increasing Your Council’s Value Proposition
  • Tutorial of www.NAEPC.org
  • Open Discussion and Dialogue Surrounding Best Practices
Please answer all of the questions requested during registration; your input allows us to create an agenda that ensures your commitment of time will be valuable.


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