Leadership Day

Date: Monday, June 27, 2022
Time: 2:00pm - 4:00pm
Location: Zoom

Registered for this event? Login now to view additional event details.

This event takes place on both Monday, June 27, 2022 and Tuesday, June 28, 2022 from
2:00 pm ET - 4:00 pm ET on both days.  Please make sure to add both dates to your calendar, the second of which must be added manually.

You do not need to log in to register; click the blue "Register Now" button below to get started.


 

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! 

During this two-day event 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. 

SAMPLE EVENT AGENDA

Monday

Welcome & Housekeeping
Brief, Randomly Assigned Ice Breaker Breakouts
Programming Resources
Pre-Assigned Breakout Session #1
Leadership Resources
Council of Excellence & its Impact on your EPC
How We Communicate with your Board
Pre-Assigned Breakout Session #2
Designation and Certification Programs
Optional Council Membership Benefits
Pre-Assigned Breakout Session #3
Post-Event Networking
Close Day

Tuesday

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
Pre-Assigned Breakout Session #2
Best Practices with Regard to Integrating w/ NAEPC
Closing Session:  Your Biggest Take-Aways from the Conference

Prepare for the meeting by downloading 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.

 

Register Now

Add to My Outlook Calendar

Add to My Google Calendar

See Upcoming Event Calendar