Leadership Day Conference

Date: Tuesday, September 28, 2021
Time: 11:30am - 2:00pm
Location: Zoom

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This event takes place on both September 28, 2021 and September 29, 2021 from 11:30 am ET - 2:00 pm ET via Zoom.  Each day will be two hours in length plus an additional thirty minutes of optional networking time. 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. 

EVENT AGENDA

Tuesday, September 28, 2021
11:30 am ET – 2:00 pm ET

Welcome & Housekeeping
Brief, Randomly Assigned Ice Breaker Breakouts
Programming Resources
Pre-Assigned Breakout Session #1:  Engaged Members, Your Council's Fountain of Youth
Leadership Resources
Council of Excellence & its Impact on your EPC
Break
How We Communicate with your Board
Pre-Assigned Breakout Session #2
     Room #1: Creating a Compelling Programming Calendar
     Room #2: Welcoming & Onboarding New Members
Designation and Certification Programs
Optional Council Membership Benefits
Pre-Assigned Breakout Session #3
     Room #1: Creating a Compelling Programming Calendar
     Room #2: Cultivating a Board and Committee Structure that Fuels Success
Post-Event Networking
Close Day

Wednesday, September 29, 2021
11:30 am ET – 2:00 pm ET

Pre-Event Networking, Open Discussion & Questions from Prior Day
Welcome
Visual Review of NAEPC Website
Member Benefits
NAEPC Journal of Estate & Tax Planning
Communicating Benefits / Importance of Every Council Campaign
Making the Connection for Your Members
Pre-Assigned Breakout Session #1
     Room #1: Creating a Compelling Programming Calendar
     Room #2: Diversity, Equity & Inclusion
     Room #3:  Best Practices Related to Sponsorship Programs
Break
Pre-Assigned Breakout Session #2
     Room #1: Finding the Right Balance Among Membership Qualifications
     Room #2: Welcoming & Onboarding New Members
Best Practices with Regard to Integrating w/ NAEPC
Pre-Assigned Breakout Session #3
     Room #1: Cultivating a Board and Committee Structure that Fuels Success
     Room #2: Best Practices Related to Sponsorship Programs
Closing Session:  Your Biggest Take-Aways from the Conference

Download the Post-Event Report to Board of Directors Document HERE (Word Document)
 

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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