Roundtable: Collaborative Strategies to Drive Successful Events

Date: Wednesday, September 17, 2025
Time: 2:00pm - 3:00pm
Location: Zoom Meeting

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This event takes place from 2:00 pm ET - 3:00 pm ET.

Henry Ford said, “Coming together is a beginning; keeping together is progress; working together is success.”  This concept of collaboration permeates every single aspect of our lives, NAEPC, and is also true for the work of your estate planning council, especially related to events.

These collaborations should be thought of broadly and might include cooperation with venues, working in tandem with presenters, partnerships with local colleges or universities, supportive relationships among board members and with your council’s administrator/staff executive, or even fruitful alliances with other local organizations.

Attend this roundtable to discuss how the principles of collaboration can increase event attendance and satisfaction, and the council’s reach, visibility, and viability.  We’ll also include a brief conversation about tools to help make these partnerships efficient and effective.  

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