Roundtable: Membership Topics: Nothing is Off the Table

Date: Thursday, September 22, 2022
Time: 11:30am - 1:00pm
Location: Zoom

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This event takes place from 11:30 am ET - 1:00 pm ET

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It can certainly be argued that membership is the most important part of any association.  After all, we can't exist without members!  This 90-minute session will offer a deep dive into membership topics like:

  • Your council's membership philosophy / managing expectations
  • Ideas related to welcoming new members and why a warmly-welcomed new member is so important to retention
  • Recruitment campaigns and how they can be tailored to younger prospects
  • Ensuring your council's more seasoned members stay active and engaged and why this is important
  • Strategies for following up with unpaid members or those who may have lapsed
  • The “happy member” concept and why meeting members where they are contributes to retention and growth
  • The importance of making sure your members feel heard and how to accomplish this goal

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

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