Council Leadership Conference

Where leaders in the estate planning community connect.

The Council Leadership Conference is a dedicated leadership event, typically held in conjunction with the Annual Conference. It’s specifically designed for volunteer leaders of local estate planning councils (e.g., vice president, secretary, etc.) and staff executives / administrators (paid staff).

The primary goal of the event is to strengthen local estate planning councils by:

• Sharing successful practices and strategies
• Helping councils learn proven strategies to grow membership, operate more effectively, and promote volunteer engagement, among other things
• Building a network of leaders who support one another across the NAEPC community

NAEPC recommends that each council send at least one officer at the vice-president level or below and the executive/administrator of the council on an annual basis.

What to Expect This Year

In the absence of a traditional annual conference, NAEPC will be hosting ample opportunities for leaders to connect face-to-face and virtually:

• Three, in-person Regional Leadership Conferences (June in California, August on the East Coast, and October in Chicago)
• Ten, one-hour virtual programs hosted as part of the Council Leader Education Series

Looking Ahead to 2027

We’ll be back to a more traditional Council Leadership Conference in late April / early May of 2027.  This event will be hosted following the Estate Planners Forum and will be similar to events in 2025 and prior years.