Reimagining Your Council for Today: What Would You Do Differently?
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This event takes place from 4:00 pm ET - 5:00 pm ET.
If you were forming your estate planning council today — from scratch — what would it look like? Would it meet at the same time? Offer the same programs? Operate with the same structure? Attract the same members?
In a rapidly changing environment shaped by shifting demographics, evolving workplace expectations, advancing technology, and new networking habits, now is the time to pause and rethink long-standing assumptions. This forward-looking session challenges council leaders to step outside of “the way we’ve always done it” and intentionally reimagine their council for relevance, sustainability, and growth.
Together, participants will explore:
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Governance structures that support agility and leadership development
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Programming formats that reflect how professionals learn and connect today
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Membership models that lower barriers and expand inclusivity
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Engagement strategies for multi-generational professionals
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Technology and communication practices that align with modern expectations
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What to preserve, and what it might be time to let go of
Through guided discussion and collaborative exercises, attendees will identify practical changes they can implement now, as well as longer-term strategic shifts that position their council for future success.