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 has typically been 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 one session 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. 


Day One
Welcome and Opening Remarks

Short Randomly Assigned Ice Breaker

Programming Resources

Breakout Session #1 (Sponsorship Programs / Creating an Event Calendar / Membership Structure)

Designation and Certification Programs

Breakout Session #2 (Sharing the Message of the Council's Membership in NAEPC / Diversity, Equity and Inclusion / Functioning as an Association Post-COVID/ Technical Programming Ideas and Speaker Suggestions)

Optional Benefits for the Estate Planning Council

General Session:  Practices of an Effective and Efficient Board of Directors

The Relationship Between Your Council & NAEPC

Closing Remarks

Day Two
Welcome and Opening Remarks

NAEPC Website Review

General Session: Leadership Development & Inspiring Volunteerism Among Members

Member Benefits

Breakout Session #3 (Technical Programming Ideas and Speaker Suggestions / Sponsorship Programs Committee Structure / Creating an Event Calendar)

Breakout Session #4 (Membership Structure / Functioning as an Association Post-COVID / Sharing the Message of the Council's Membership in NAEPC)

Closing Session:  Your Biggest Take Away

Prepare for the meeting by downloading the post-event report to Board of Directors document HERE (Word Document)

Attendees will receive a special gift from NAEPC for participating.

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.


Self-Care for Your Estate Planning Council, Our 2022 Theme

Wikipedia defines self-care as "the process of taking care of oneself with behaviors that promote health and active management of illness when it occurs..."  We believe this concept also applies to your estate planning council during these changing and challenging times.  Council self-care looks like:

  • Continuing to be active, even if things are not the same as they once were
  • ​Meeting your members where they are while finding a good balance related to the council's activities
  • Nurturing a healthy and engaged membership in spite of challenges brought about by the pandemic
  • Actively governing and managing the council both internally among the board and externally with members and the greater community of estate planning professionals
  • Being creative and trying new things:  meeting time or type; communication schedule; social media
  • Recognizing that things may not return to "normal" for some time

See Upcoming Event Calendar