Virtual Leadership Day (All Council Sizes)

Date: Wednesday, June 26, 2024
Time: 2:00pm - 4:30pm
Location: Zoom Meeting

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This event takes place from 2:00 pm ET - 4:30 pm ET.  Please plan accordingly.

Virtual Leadership Day is an experience for volunteer leaders and executives from estate planning councils connected via Zoom designed to enhance council operations and initiatives while providing a forum to have your council’s toughest questions tackled.  Your council will benefit from your leaders interacting with others from across the country who share a single mission: helping their council thrive! 

During this 2 1/2 hour event we’ll cover ideas, strategies, and initiatives related to a very wide variety of operations topics, including 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.  

While the schedule for each event will change slightly based on participant input, a sample has been provided below:

Welcome and Opening Remarks
Programming Resources
Topical Breakout Session #1
Topical Breakout Session #2
Optional Benefits for the Estate Planning Council
General Session
Topical Breakout Session #3
The Relationship Between Your Council & NAEPC
Closing Session:  Your Biggest Take Away

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



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