Council Leader Education Series

One of the most popular benefits of membership, NAEPC offers four types of learning and sharing experiences for estate planning councils and their leaders.  Roundtables, Virtual Leadership Day, Website Tutorials, and Executive/Administrator-Only Sessions are a no-cost benefit to member estate planning councils and their leadership teams.

These events provide a unique opportunity to learn alongside and from other volunteer and staff leaders from within the NAEPC network - what's working, what's not, creative ideas, and new initiatives... all with one goal in mind, being your best EPC!

Roundtables:  These virtual workshops provide a "deep dive" into the topic of the day.  Attendees will discuss best practices, strategies, and initiatives specific to the topic and the events often include smaller group breakout sessions.  The agenda for each event is created with attendee input.

Virtual or In-Person Leadership Day:  The new version of “Regional Leadership Day” and most comprehensive event hosted for council leaders, these tprograms combine information about benefits available to councils and members with topic-based breakouts for a well-rounded experience.  We’ll address important topics like membership recruitment, sponsorship programs, educational programming, operations, leadership, diversity, equity and inclusion, etc., and ample time is available for questions.

Website Tutorials:  For users of the NAEPC Website Solutions, these hour-long virtual events address features and functions of the website system.  Existing users should attend to make sure the site is being used as efficiently as possible and non-users are welcome to attend to learn more about this optional benefit of membership.  Events are always recorded and available for on-demand viewing. 

Executive/ Administrator-Only Sessions:  Crafted for the staff executive / administrator, these private sessions give these special individuals an opportunity to connect with others in their same role and subject matter varies from NAEPC-related content to general association management topics – and everything in between.  No two events are the same!

Registration is open to all board members for all events (except for the executive-only sessions) and unlimited, meaning you are welcome to register for as many events as you, your council, and its board wish to attend.  We do not anticipate any of the events selling out, but encourage early registration so that we have as much feedback to prepare the agenda as possible.

Upcoming Events

Staff Executive Development Session:  Spring Cleaning for Your Council, Business, and Life (paid staff members only, please)
Tuesday, April 1, 2025
3:00 pm ET - 4:00 pm ET
Learn More & Register

Using AI to Enhance Your Estate Planning Council's Work
Wednesday, May 7, 2024
2:00 pm ET - 3:00 pm ET
Learn More & Register

Regional Leadership Day:  Chicago
Friday, June 20, 2025
8:00 am CT - 3:30 pm CT
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Regional Leadership Day:  Tampa
Friday, June 27, 2025
8:00 am ET - 3:30 pm ET
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Membership Topics... Nothing is Off the Table
Thursday, July 17, 2025
2:00 pm ET - 3:00 pm ET
​Learn More & Register

Staff Executive Development Session: Beacons of Light in Today's Association World (paid staff members only, please)
Thursday, August 7, 2025
4:00 pm ET - 5:00 pm ET
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And Now a Word from Your Sponsors...  Crafting Sponsorship Opportunities and Other Ways to Grow and Manage Revenue
Tuesday, August 12, 2025
4:00 pm ET - 5:00 pm ET
​Learn More & Register

Events:  Topic Pending
Wednesday, September 17, 2025
2:00 pm ET - 3:00 pm ET
​Learn More & Register

Council Leadership Conference (Available as an add-on to the Annual NAEPC Advanced Estate Planning Strategies Conference)
Wednesday, October 22, 2025 - Thursday, October 23, 2025 I Washington, DC
More Information

Staff Executive Development Session at the Council Leadership Conference (paid staff members only, please, attendance is complimentary)
Wednesday, October 22, 2025 - Thursday, October 23, 2025 I Washington, DC
More Information

In Case You Missed It...

Understanding the Council of Excellence Program & Application

The Council Nominated Accredited Estate Planner® Designation and Its Benefit to Your EPC

Growing Members & Recapturing Lost Members
Download the PowerPoint or View the Recording

Best Practices for Communication Across the Generations for your Board of Directors
View the Recording

Workshop:  Identifying and Communicating Your Council's Value Proposition
View the Slides

Membership Topics: Nothing is Off the Table
View the Recording

Starting Your Council's New Year with Officer-Specific Breakouts
View the Recording (Breakout Sessions are Not Recorded) or Review the Handout

Event Essentials & Managing Food and Beverage Expense
Review the Handout