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

The primary goal of the Community Engagement Committee (formerly known as the Public & Community Outreach Committee) is to provide BEPC and its members with opportunities to give back to the local community. The committee does this in three primary ways:

1. Coordinates BEPC's Financial Literacy Program, providing BEPC members with an opportunity to volunteer their time and teach underserved populations in the boston area about various financial literacy topics.

2. Curates and promotes the BEPC Gives Back webpages.

3. Serves as a resource for other BEPC committees and BEPC members in outreach work.

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. 

Education Committee
The Education Committee oversees the programming and education track and level classification system produced by the Seminars/Webinars 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 identify future BEPC leaders and to provide BEPC members with information as to the expectations and responsibilities of the officers and board members. The committee will also profile distinguished BEPC leaders and the path each has taken on their personal BEPC journey.

Legislative Committee
The Legislative Committee reviews and reports on proposed Massachusetts legislation pertaining to estate planning. For this purpose, Estate Planning also encompasses financial planning, estate, and trust administration, wealth management and insurance services. The Committee will prepare an annual report attaching a copy of proposed bills affecting estate planning with a summary of each Bill, and interim reports as needed. The Legislative Committee will submit the report to the Board and review the report at a meeting of the Board.

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.

Membership Committee
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.

Networking Committee

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.

Roundtable Committee

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).

Seminars/Webinars Committee
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. 

Sponsorship Committee

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.