Complete a Short Short Survey on Programming by April 4, 2025

At the start of this year, BEPC President Alisa Kim O’Neil announced there would be opportunities for members to help shape our future strategy and programs.

We are now asking you to help us understand how we can best enable you to support the evolving needs of your clients and the changing face of wealth. This is part of our long-standing commitment to diversity, equity, inclusion, and belonging (DEIB). 

Your responses will directly shape our programming to ensure we deliver meaningful value to you, your practice, and our broader professional community. In addition, your responses will help us understand what is important to you to foster a sense of inclusion and belonging within the membership. 

This survey has been designed to only take 3-5 minutes of your time. Complete by April 4, 2025. Responses will be anonymous unless you choose to share your details. 

We thank you in advance for your participation and look forward to sharing the results with you in the coming months.

Complete the Survey Today!