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:

Looking Ahead to 2027

We’ll be back to a more traditional Council Leadership Conference Wednesday, May 5 through Thursday, May 6, 2027 at Saddlebrook Resort near Tampa.  This event will be hosted following the Estate Planners Forum and will be similar to events in 2025 and prior years.