Leadership Day

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

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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. 



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


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.


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