Annual Gala Committee
The Annual Gala Committee is responsible for the planning of the BEPC Annual Gala, the Council’s premier annual event, held each May. The Gala pays tribute to the recipients of the BEPC Excellence Award and the President’s Award; announces the current year’s AEP® designees; and also introduces the change of BEPC leadership from the current President to the President Elect. The Annual Gala Committee plans and organizes the entire evening in close coordination with the BEPC staff.
Community Engagement Committee
Members of the estate planning community are united by professional expertise and commitment to client service. The primary goal of the Community Engagement Committee (formerly known as the Public & Community Outreach Committee) is to encourage BEPC members to further unite by aligning that expertise with a commitment to give back to the local community at-large, by (1) supporting nonprofits that work in the areas of education, college access, financial literacy, entrepreneurship, and workforce development, and (2) working with clients to enhance their strategic charitable giving within their estate plan. The primary avenue by which this Committee pursues its goal is to identify three Nonprofit Partners for a two-year cycle of deeper, aligned engagement with BEPC members. BEPC’s Nonprofit Partners are nominated by BEPC members, vetted by the Committee, and selected by vote of the BEPC membership.
Council Outreach Committee
The Council Outreach Committee focuses on BEPC's relationship the National Association of Estate Planners & Councils (NAEPC) and seeks ways to connect with other national and regional Councils.
The Committee raises awareness of BEPC's membership in NAEPC and the benefits NAEPC offers BEPC members. The Committee also seeks AEP® designee nominations of BEPC members from our general membership and the Board of Directors as part of a formal yearly process, reviewing nominees and selecting members to nominate to NAEPC to receive the AEP® designation using a specific criterion adopted by the Council and prescribed by NAEPC.
Diversity, Equity, & Inclusion Task Force
This task force shall provide insight and advice regarding promoting diversity and inclusion within the Council and the various professions it represents.
We are committed to increasing diversity of people, ideas, and beliefs in order to build an inclusive environment. We accomplish this by developing and implementing an inclusion, equity, and diversity policy that recognizes the broad range of interests and values as well as the cultural richness that define the community we serve.
Diversity and inclusiveness in the organization is particularly important when the primary business focuses on people serving people. Working to achieve diverse and inclusive environments has numerous demonstrated benefits, including: 1) Enhanced creativity, 2) More productive communications and 3) Better problem solving.
Golf Outing Committee
The Golf Committee organizes all the logistics for the annual summer golf tournament to be held in July. This includes coordination of the entire golf event followed by a social networking gathering. The Golf Outing Committee plans and organizes the event in close coordination with the BEPC staff.
The Education Committee oversees the programming and education track and level classification system produced by the Seminars/Webinars, Women’s Initiative, and Roundtable Committees.
The Education Committee also consults on educational programming organized by the Networking and Community Engagement Committees to avoid duplication of topics. The committee may also be involved with the Marketing and Communications Committee to develop new content ideas and creative ways to bring content to the membership, such as podcasts and webinars.
Leadership Development Committee
The goal of the Leadership Development Committee is to provide mentoring to current and prospective leaders of the Boston Estate Planning Council. The committee will develop a process for identifying prospective leaders and for developing a list of current and past leaders of the Council who will be available to serve as mentors for these prospective leaders.
Marketing & Communications Committee
The Marketing & Communications Committee oversees all aspects related to internal and external communications for the Council. The goal of the committee is to provide thought leadership on design and web access to enhance the member experience. The committee advises staff on the content of the monthly BEPC BEACON e-newsletter and the website, while also establishing policies for consistent messaging and style for application across all BEPC communications, whether online or in print and develop. The committee will also implement and administer a social media policy and presence for BEPC. The work of our committee involves regular collaboration with the other BEPC Committees.
Member Involvement Committee
The goal of the Member Involvement Committee is to ensure that both new members and existing members are informed and feel encouraged to be actively involved in the activities of the Council. The Committee will ensure that any member who wishes to be on a Committee is given that opportunity, and that the tools the Council uses to gauge member satisfaction are informative and effective.
The primary responsibility of the Membership Committee is to increase and enhance the membership of BEPC by attracting new members who meet the Council's qualifications, and to assist prospective members through the membership process. The Membership Committee is tasked with recruiting new members for the organization, assisting prospective members through the application process, assisting lapsed members to renew their membership, creating and implementing strategies to grow membership in specific target practice areas, and maintaining a level of BEPC membership necessary to ensure the fiscal stability of the organization. The Membership Committee from time to time also develops new guidelines for membership, and assists other committees in maintaining the membership of the Boston Estate Planning council.
The primary purpose of the Networking Committee is to plan and facilitate events at which members can meet each other in a casual atmosphere to network with other members of BEPC. The Networking Committee is responsible for organizing several social events throughout the year. Some of these events are for members only, while others encourage participation by potential new members and non-members. This allows current members to meet new estate planning professionals while potentially growing the membership of BEPC. The Committee strives to create new and fun ways to provide networking opportunities among the greater membership.
The Roundtable Committee is responsible for coordinating three education roundtable events throughout the year. These events are exclusively for members of the Council, and consist of five tables that accommodate up to 20 members each, with each table having a separate topic of discussion led by an expert(s).
The Seminars/Webinars Committee is responsible for establishing three to four educational seminar events on a wide range of themes in order to appeal across the spectrum of BEPC members. The Educational Seminar topics should be primarily technical, with practice development topics also offered. The committee may also produce up to three Webinars annually. One of the three webinars is an annual update following the Heckerling Institute on Estate Planning, providing a debrief of the topics discussed at the event. The remaining two webinars are targeted to breaking developments in the law or disciplines associated with estate planning. These webinars are offered as need. To be able to engage high-caliber speakers for the Seminars, the Committee should schedule events sufficiently far in advance.
The Sponsorship Committee is responsible for oversight of obtaining sponsors for both the Corporate and Annual Gala Sponsorship Programs while ensuring that sponsors receive as much value from their sponsorship dollars as possible. The Committee will serve as a liaison between the sponsor and the Council, coordinating speaking opportunities for the sponsors at the various events, as well as creating and updating various sponsorship opportunities.
Women's Initiative Committee (WIC)
The Women's Initiative Committee (WIC) is committed to discussing topics of interest to women in the estate planning profession and providing a support structure to advance women’s issues. The Committee is very active and holds several events during the year where women have an opportunity to network with BEPC members in an effort to generate business and create referral relationships. The Committee also seeks to form partnerships with other outside professional groups committed to advancing women’s issue
WIC is led by BEPC professionals interested in supporting the advancement of women in the estate planning community. WIC is empowered to provide networking opportunities and educational programs focused on issues of particular relevance to women professionals, as well as valuable programming for those who seek to retain talented women professionals and attract women clients. WIC‘s goal is to foster transparency, mentorship and support, awareness, collaboration, and communication among BEPC members about these issues. Examples of these programs include: behavioral finance, philanthropy, family dynamics, interpersonal skills that impact practice management, diversity of thought in the workplace, career management, mentoring, etc.