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Committee Descriptions
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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. This includes selecting the event location and menu; establishing the program for the Leadership Reception and the dinner; selecting the emcee; assisting in the award-winner video production; and acting as informal hosts of the Gala.

Council Outreach Committee
The Council Outreach Committee’s purpose is to focus on the relationship/be a liaison with the National Association of Estate Planners & Councils (NAEPC) and with other local Councils. BEPC is one of the largest councils represented within NAEPC and the committee is tasked with ensuring that BEPC members are aware of the many offerings and/or benefits available to them through NAEPC.

The committee also oversees BEPC's AEP® designee nomination process and promotes the AEP® designation amongst BEPC membership.

Golf Outing Committee
The Golf Committee organizes the annual golf tournament, which normally takes place in July, as a social and networking event. The committee plans and organizes the entire event in close coordination with the BEPC staff. This event has incorporated a charitable giving component in partnership with the Public & Community Outreach Committee.

Education Committee
The Education Committee oversees the programming produced by the Seminars/Webinars and Roundtables Committees. The committee also consults on educational programming organized by the Networking, Public & Community Outreach, and Women’s Initiative Committees to avoid duplication of topics.

The Education Committee also oversees BEPC’s education track and level classification system.

The committee is responsible for producing a foundations webinar series. The quantity, schedule, and topics are determined in collaboration with the BEPC officers and Budget/Finance Committee.

Finally, 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.

  • Seminars/Webinars

The Seminars/Webinars Committee plans and executes educational programs (primarily technical, but including some practice development topics) for BEPC members. The committee is responsible for organizing four seminars throughout the year featuring nationally recognized speakers on an array of topics that appeal to the entire membership. In addition, the committee hosts webinars as needed to address new developments impacting the various disciplines encompassed by BEPC. 

  • Roundtables

The Roundtable Committee is responsible for selecting topics and speakers for three annual roundtables exclusively for BEPC members. Each roundtable event features five tables of up to 20 members per table, with each table having a separate topic of discussion led by an expert.

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.

Membership Committee
The primary responsibilities of the Membership Committee are to increase and enhance the membership of the Council by attracting new members who meet the Council's qualifications, to assist prospective members through the membership application process, and to assist current and lapsed members with renewal of their membership. From time to time, the Membership Committee also develops new guidelines for membership, as well as establishes special initiatives for membership growth.

Marketing & Communications Committee
The 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 Member Involvement Committee is tasked with helping to ensure that new members feel both welcome to and informed about BEPC, that all members know how they can be engaged in the life of the Council, 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.

Networking Committee

The primary purpose of the Networking Committee is to plan and facilitate events where members can meet each other in a casual atmosphere to network with each other and with prospective members. The Networking Committee is responsible for organizing these events throughout the year in close coordination with the BEPC staff. Selected events are members-only, however a majority of events are open to prospective members. This allows current members to meet new estate planning professionals while potentially growing the membership of the BEPC.

Public & Community Outreach Committee
The Public & Community Outreach Committee’s purpose is to further BEPC’s commitment to the local community. We will engage BEPC members in actively strengthening and supporting community initiatives in Greater Boston by identifying members’ corporate resources and individual charitable interests.  In addition we will educate members about the role corporate philanthropy plays in sustaining our local community, increasing a firm’s competitive advantage and strengthening client relationships.  We will work with other BEPC committees to create a “giving back” culture in BEPC, encourage support through volunteer and philanthropic initiatives, and seek to enhance public awareness of these efforts.

Sponsorship Committee
The Sponsorship Committee has three primary goals: solicit annual sponsors; solicit sponsors for the Annual Gala; and serve as a liaison between existing sponsors and the organization. The Committee is dedicated to ensuring that sponsors receive as much value from their sponsorship dollars as possible. To that end, each Committee member serves as the main contact for two to three sponsors throughout the year. In addition, the Committee coordinates the speaking opportunities for the sponsors at the various events. Lastly, the Committee works with the Budget/Finance Committee and the Annual Gala Committee to create and update the various sponsorship opportunities and set the associated prices.

Women's Initiative Committee (WIC)
The Women’s Initiative Committee (WIC) is made up of both female and male BEPC members. The Women’s Initiative Committee has been committed to producing both networking events and educational programs focused on women’s issues. Going forward, efforts are being made to expand some of the events to the broader membership.

Inclusion & Diversity 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 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.