Council Leadership Conference

Who Should Attend?

The Council Leadership Conference is for volunteer leaders and staff executives of estate planning councils affiliated with NAEPC. We recommend that every council send at least one officer at the vice-president level or under and the council’s executive*.

Our time together will include “learning pods” (small, topic-based workshops where council leaders share topic-based experiences, best practices, and learn from one another), sessions for councils of like-size, an evening reception honoring the councils receiving annual awards, and additional time to spend time with other leaders.

  • Membership Stagnant?
  • Volunteers Bored?
  • Looking to Get Members More Engaged?
  • Ready to Implement Committees?
  • Social Media have you Stumped?

This is the event for you! The single best place to discuss these topics (and so much more!) is at the Council Leadership Conference.

WHERE LEADERS IN THE ESTATE PLANNING COMMUNITY COME TOGETHER

Council Board Members:
View your schedule and learning pod choices on the green page of the brochure.

*Paid Staff Executives / Administrators:
Your schedule follows (also shown in brochure).  Remember, your attendance is ALWAYS complimentary!

2024 Council Leadership Conference Agenda

Wednesday, October 23, 2024
8:00 am - 12:30 pmDevelopment Session (Breakfast & Session)
12:30 pm - 1:30 pmGeneral Luncheon
2:00 pm - 3:45 pmLearning Pods #1, #2 & Conversation Break
3:45 pm - 5:00 pmCouncil by Size Session #1 with Leaders
5:00 pm - 7:00 pmAnnual Awards Reception with Leaders
6:30 pmPrivate Staff Executive / Administrator Dinner
Thursday, October 24, 2024
7:00 am - 8:00 amBreakfast
8:00 am - 9:35 amSession with Webmaster (those with NAEPC-hosted website)
Learning Pod #3 and #4 (those without NAEPC-hosted website)
9:40 am - 10:45 amLearning Pod #5 with Leaders & Conversation Break
10:45 am - 12:00 pmCouncil by Size Session #2 with Leaders
12:00 pmCouncil Leadership Conference Ends