| December 17, 2024 |
Roundtable: Social Media Basics and your EPC
|
| December 5, 2024 |
AEP® and EPLS Forum
AI and Its Influence on Charitable Planning & Philanthropy
Bryan K. Clontz, Founder & President, Charitable Solutions, LLC and Paul M. Caspersen, President, Planning Giving Interactive, LLC |
| November 12, 2024 |
Roundtable: Event Essentials & Managing Food and Beverage Expense
|
| September 19, 2024 |
Council Executive / Administrator Session: The Hocus Pocus Behind Goals, Priorities & Focus... For Us & For Our Councils
|
| September 18, 2024 |
AEP® and EPLS Forum
What You Need to Know Now About the Corporate Transparency Act
Jocelyn Margolin Borowsky, JD, LL.M. (taxation), Partner, Duane Morris LLP & Elizabeth King, JD, LL.M., President, Brown Brothers Harriman Trust Company |
| September 16, 2024 |
Roundtable: Workshop for Councils in Transition or a Period of Reinvention
|
| August 27, 2024 |
Roundtable: The Council Nominated Accredited Estate Planner Program and its Benefit to Your Estate Planning Council
|
| August 12, 2024 |
Roundtable: Everything Your Council Needs to Know About the Annual Conference & Council Leadership Conference
|
| July 31, 2024 |
Roundtable: Effective Budgeting and the Importance of Sponsorship Revenue
|
| June 26, 2024 |
Virtual Leadership Day (All Council Sizes)
|
| June 20, 2024 |
Council Executive / Administrator Session
|
| June 13, 2024 |
AEP® and EPLS Forum
Cracking the Code: Collaborative Strategies for Valuing and Managing Passion Assets
Jennifer Garland Ross, AAA, Founder of Art Peritus & Sharikay Sloboda, Director of Strategy & Business Development |
| May 2, 2024 |
Roundtable: Starting Your Council's New Year with Officer-Specific Breakouts
|
| March 27, 2024 |
Council Executive / Administrator Open House & Mixer
|
| March 26, 2024 |
Roundtable: Membership Topics: Nothing is Off the Table
|
| March 14, 2024 |
AEP® and EPLS Forum
Don’t Guess and Make a Mess with QSBS
Justin T. Miller, JD, LL.M. (taxation), TEP, AEP®, CFP® |
| March 12, 2024 |
Roundtable: Understanding The Council of Excellence Program & Application
|
| December 12, 2023 |
Workshop: Identifying and Communicating Your Council's Value Proposition
|
| December 7, 2023 |
AEP® and EPLS Forum
Family Dynamics and Intergenerational Conflict: Family Governance as a Tool for Preserving Family Wealth and Harmony
Susan P. Rounds, JD, CPA, LL.M. (Taxation), TEP, AEP® (Distinguished) |
| October 5, 2023 |
Roundtable: Best Practices for Communicating Across Generations for your Board of Directors
|
| September 27, 2023 |
AEP® and EPLS Forum
Ethical Considerations in Estate Planning & Trust Administration
A. Stephen McDaniel, JD, EPLS, AEP® (Distinguished) |
| September 14, 2023 |
Website Tutorial: Sponsor Management, Features & Functions
|
| September 7, 2023 |
Roundtable: Addressing Diversity, Equity and Inclusion within Your Estate Planning Council
|
| August 29, 2023 |
Council Executive / Administrator Session
The Doctor is In:
Addressing Tough Contracting Clauses for Conferences & Events
|
| August 15, 2023 |
Virtual Leadership Day (Large & Extra-Large Councils)
|
| July 19, 2023 |
Private Virtual Event for AEP® Designees:
Essential Tips for Aspiring Authors, An Event Hosted by the
NAEPC Journal of Estate & Tax Planning
|
| July 13, 2023 |
Virtual Leadership Day (Medium Councils)
|
| June 22, 2023 |
Navigating the Complex Issues of the Closely Held Business: A View from a Collaborative Team
James S. Aussem, JD, AEP® (Distinguished) with Panelists Timothy Kochis, JD, MBA, CFP®, AEP® (Distinguished) & Jordon N. Rosen, CPA, MST, AEP® (Distinguished) |
| June 21, 2023 |
Council Executive / Administrator Session:
Finding Grace while Dancing Backwards and in High Heels
|
| June 8, 2023 |
Website Tutorial - Website 101: Learning and Using the Basic Functions of your NAEPC-Hosted Website
|
| June 6, 2023 |
Virtual Leadership Day (Extra Small & Small Councils)
|
| May 24, 2023 |
Roundtable: A Deep Dive into Member Retention (including Breakouts by Council Size)
|
| April 25, 2023 |
Roundtable: The Council Nominated Accredited Estate Planner Program and it's Benefit to Your Estate Planning Council
|
| April 11, 2023 |
Council Executive / Administrator Session:
The Yellow Brick Road of Association Management
|
| March 7, 2023 |
Roundtable: Growing Membership and Recapturing Lost Members
|
| February 28, 2023 |
Roundtable: Understanding The Council of Excellence Program & Application
|
| February 23, 2023 |
Website Tutorial: Managing a Member's Transactions
|
| December 12, 2022 |
Roundtable: What You Missed at Council Leadership Day at the Annual Conference
|
| December 7, 2022 |
AEP® and EPLS Forum - Amplify Your High Net Worth Practice with Philanthropic Planning
Dana J. Holt, JD, RICP®, AEP®, CAP®, CEO + Philanthropic Strategist, Holt Consulting, LLC |
| October 19, 2022 |
CANCELLED Roundtable: The Benefit of Having a Council Executive
|
| September 22, 2022 |
Roundtable: Membership Topics: Nothing is Off the Table
|
| September 8, 2022 |
Council Executive / Administrator Session: The Changing Nature of the Association World
Facilitated by Melissa Dornan, Baltimore EPC and Kris Wolfe, F&EPC of Metro Detroit |
| August 16, 2022 |
AEP® and EPLS Forum - Back to the Future: The Central Role of Family Governance in Today's Estate Planning
Tom Rogerson, Co-Founder & CEO, GenLeg Co. |
| July 28, 2022 |
Website Tutorial: Membership Renewal, A Deep Dive Into the Online Renewal Process
|
| July 20, 2022 |
Your NAEPC-Hosted Website: New and Upcoming Features
|
| July 18, 2022 |
Roundtable: Event Planning 101
|
| June 27, 2022 |
Leadership Day
|
| June 9, 2022 |
The Accredited Estate Planner® Designation from A - Z
National Leadership and Staff |
| May 26, 2022 |
Roundtable: Planning for Your Term as an Officer (with Position-Specific Breakout Sessions)
|
| May 18, 2022 |
AEP® and EPLS Forum - Estate Planning for the 99%
Jeremiah W. Doyle IV, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished) |
| May 2, 2022 |
Council Executive / Administrator Session: The Future's So Bright: Strategic Planning, Planning Your Next Programming Year, and Planning for the Unexpected
Facilitated by Misty Griesinger, Cincinnati EPC and Jenna Olson, EPC of Seattle & East King County EPC |
| April 27, 2022 |
Roundtable: The Council Nominated AEP® Program and Its Benefit to Your Estate Planning Council
|
| April 22, 2022 |
Roundtable: Imagining Your Council Post-COVID
Strategies for Sustaining Membership and Engaging Members in New and Different Ways
|
| March 2, 2022 |
Website Tutorial: Maximizing Event Planning Efficiency Using Event and RSVP Management
|
| February 28, 2022 |
Roundtable: Council of Excellence Application Workshop
|
| February 23, 2022 |
AEP® and EPLS Forum - Behavioral Finance: Is it Rational or Irrational?
Kit Mac Nee, CFP®, CRPC®, CSPG. AEP® |
| January 26, 2022 |
Roundtable: Starting Your Council's New Year
|
| January 20, 2022 |
Council Executive / Administrator Session: New Year, New You: A Discussion about Finding Balance, Developing Efficiencies, and Serving Your Clients/Council to the Best of Your Abilities
|
| December 16, 2021 |
Council Executive / Administrator Development Session
|
| December 1, 2021 |
Town Hall Roundtable: Your Council's Life After COVID: Returning to In-Person Events
|
| November 16, 2021 |
Website Tutorial: Your Website's Links, Document Library and Photo Gallery
|
| November 10, 2021 |
Leadership Day Conference &
Council of Excellence Award Celebration
|
| October 21, 2021 |
AEP® and EPLS Forum
Discussing Diversity: Considerations for Estate Planning Professionals
Kim Kamin, JD, B.A., AEP®, Max Elliott, Esq., and Terry Navarro, CPA, with Judith A. Saxe, JD, AEP®, CAP®, Moderator |
| October 19, 2021 |
Town Hall Roundtable: Membership Growth & Retention
|
| September 28, 2021 |
Leadership Day Conference
|
| September 23, 2021 |
The Accredited Estate Planner® Designation from A - Z
|
| September 13, 2021 |
Website Tutorial: An In-Depth Look at Payment Processing
|
| September 9, 2021 |
Council Executive / Administrator Development & Website Feedback Session
|
| August 17, 2021 |
Town Hall Roundtable: Council by Size Session for Large and Extra-Large Councils
|
| August 10, 2021 |
Town Hall Roundtable: Council by Size Session for Medium Councils
|
| August 3, 2021 |
Town Hall Roundtable: Council by Size Session for Extra-Small & Small Councils
|
| July 27, 2021 |
Town Hall Roundtable: Our Council was Dormant during COVID: How do we Regroup?
|
| July 19, 2021 |
Leadership Day
|
| July 15, 2021 |
AEP & EPLS Live Streaming Forum
Alex Sheen, Founder of because I said I would |
| July 12, 2021 |
Website Tutorial: Guide to Managing Members, Renewals and Applications
NAEPC Webmaster and staff |
| June 24, 2021 |
Town Hall Roundtable: Our Council was Dormant during COVID: How do we Regroup?
|
| June 23, 2021 |
Town Hall Roundtable: Your Council's Life After COVID: Returning to In-Person Events
|
| June 22, 2021 |
AEP® Designee and EPLS Certificant Forum Event with Panel Discussion and Breakout Sessions
|
| June 17, 2021 |
Town Hall Roundtable: Learning about the Accredited Estate Planner® Designation Council Nomination Program
|
| June 3, 2021 |
Webinar: Best Practices: Planning & Execution of Hybrid Meetings
Stephen Buscema of ConferenceAdit |
| May 25, 2021 |
Website Tutorial - Admin Advanced: Tips, Tricks and Techniques for Enhancing your Website
Bruce Newburger, NAEPC Webmaster and Sarah Butterfield, NAEPC Administrator |
| May 18, 2021 |
Webinar: Best Practices: Planning & Execution of Hybrid Meetings
Stephen Buscema of ConferenceAdit |
| April 17, 2021 |
Martin Shenkman’s Collaborative Writing Workshop Registration
|
| April 1, 2021 |
57th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference Post-Event Access
|
| March 18, 2021 |
AEP® and EPLS Designee-Only Social
AEP® Committee Leadership & National Board Members |
| December 31, 2020 |
Webinar - Group Gathering
Various |
| December 2, 2020 |
10th Annual AEP® and EPLS Forum and Election Ceremony for the NAEPC Estate Planning Hall of Fame® Class of 2020
...a Uniquely Collaborative Educational Experience
Turney P. Berry, JD, AEP® (Distinguished) & Charles A. Redd, JD, AEP® (Distinguished) |
| November 18, 2020 |
Council Executive/Administrator Development & Website Virtual Feedback Session
|
| October 20, 2020 |
Council of Excellence Virtual Awards Ceremony &
Regional Leadership Day Wrap Up Party
|
| October 16, 2020 |
Regional Leadership Day
" Last Chance" Conference
|
| September 23, 2020 |
Regional Leadership Day Program #6: September 23 & 24, 2020
|
| September 16, 2020 |
Regional Leadership Day Program #5: September 16 & 17, 2020 - Attendance Has Exceeded Capacity
|
| August 31, 2020 |
Regional Leadership Day Program #4: August 31 & September 1, 2020 - Attendance Has Exceeded Capacity
|
| August 27, 2020 |
Regional Leadership Day Program #3: August 27 & 28, 2020 - Attendance Has Exceeded Capacity
|
| August 25, 2020 |
Regional Leadership Day Program #2: August 25 & 26, 2020 - Attendance Has Exceeded Capacity
|
| August 10, 2020 |
Regional Leadership Day Program #1: August 10 & 11, 2020 - Attendance Has Exceeded Capacity
|
| August 4, 2020 |
Website Tutorial - Online Membership Applications: Creating Efficiency while Maximizing Your Council’s Membership Opportunities
|
| July 29, 2020 |
Town Hall Roundtable
|
| July 13, 2020 |
Town Hall Roundtable
|
| July 9, 2020 |
Staff Executive / Administrator Only Town Hall Roundtable
|
| June 24, 2020 |
Town Hall Roundtable - This Event has Exceeded Capacity, Please Register for Another Upcoming Program
|
| June 11, 2020 |
Town Hall Roundtable
|
| May 29, 2020 |
Website Tutorial: Leveraging your NAEPC-hosted Website to Maximize Your Council’s Sponsorship Income
|
| May 27, 2020 |
Town Hall Roundtable
|
| May 22, 2020 |
Town Hall Roundtable - Registration Closed, New Date Added
|
| May 19, 2020 |
Town Hall Roundtable - Registration Closed, New Date Added
|
| May 14, 2020 |
Town Hall Roundtable - Registration Closed, New Dates Added
|
| May 11, 2020 |
Town Hall Roundtable - Registration Closed, New Dates Added
|
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