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. 

During our time together we’ll cover basics & benefits related to NAEPC membership, ideas, strategies, and initiatives related to member engagement, board and committee structure, membership qualifications, programming, sponsorship programs, diversity – equity – inclusion, onboarding new members, and other subjects that you tell us are important.

At this very special event we will also be celebrating the councils selected as Councils of Excellence, 5 Star, and Emerging Councils for 2021. 

An abbreviated schedule of events for each day follows.


Wednesday, November 10, 2021
1:00 pm ET:  Welcome & Housekeeping         
Ice Breaker
Programming Resources
Topic-Based Breakout Session #1
Council Leader Education Series
How We Communicate with your Council’s Board
Topic-Based Breakout Session #2

                                      2:00 pm ET: Brief Break                                         
Designation & Certification Programs
Topic-Based Breakout Session #3
Day One Wrap Up Leadership Day Conference

3:00 pm ET:  Council of Excellence Award Celebration

4:00 pm ET:  Day Concludes

Thursday, November 11, 2021
1:00 pm ET:  Pre-Event Networking, Welcome, & Questions from Prior Day

1:30 pm ET:  Visual Review of NAEPC Website
Member Benefits
Making the Connection for Your Members
Topic-Based Breakout Session #1

2:20 pm ET:  Brief Break
Optional Council Benefits, Website Solutions, Steve Leimberg’s LISI Service
Topic-Based Breakout Session #2
Best Practices with Regard to Integrating w/ NAEPC
Topic-Based Breakout Session #3

3:30 pm ET:  Closing Conversation, Questions

4:00 pm ET:  Event Concludes

All attendees are encouraged to participate in both days of programming, but we understand that your schedule may only allow you to attend the Leadership Day Conference or the Council of Excellence celebration.  Please answer all of the questions requested during registration; your input allows us to plan appropriately and to create an agenda that ensures your commitment of time will be valuable.


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