| Committees |
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Committees
Much of the Boston Estate Planning Council's (BEPC) continued success is due to the hardworking committees and their dedication to delivering robust programming. We are grateful for the many hours these volunteers dedicate to BEPC.
Joining a BEPC committee is a great opportunity for members to help further develop the field of estate and wealth planning, and to help strengthen BEPC and our community. Committees collaborate virtually and in person with guidance from their board liaison. If you're interested in joining a committee, or in supporting the activities listed below, please reach out to the appropriate chair using the member directory.
Member Directory FY26 Organizational Chart Annual Gala Committee
The committee is responsible for planning 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. 
Board Nominations Committee
This committee is responsible for the nomination and application process to present a slate of At-Large Directors as well as an Honorary Director to the Board of Directors for approval each year. 
Budget and Finance Committee
This committee is responsible for overseeing the implementation of the annual budget and for maintaining a Fiscal Policy for BEPC. 
Community Engagement Committee
The committee coordinates BEPC's Financial Literacy Program, providing BEPC members with an opportunity to volunteer their time to teach financial literacy topics to underserved populations in the Boston area.
Council Outreach Committee
The committee raises awareness of BEPC's affiliation with the National Association of Estate Planners & Councils (NAEPC) and the benefits NAEPC offers
BEPC members. The committee also identifies and facilitates applications for the council-nominated AEP® designee process, The committee also finds ways to connect with other estate planning councils around the country.
Excellence Award Selection Committee
This committee selects the recipient for the prestigious Excellence Award annually. The award recipient is one of the honorees at the Annual Gala.
Governance Committee
This committee is tasked with managing BEPC's governing documents, including the Bylaws, and Council policies and to recommend changes to the Board.
Leadership Development Committee
The committee seeks to identify future BEPC leaders and to provide BEPC members with information as to the expectations and responsibilities of the council's leadership positions, namely the officers and board director positions.
Legislative Committee
The 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. 
Marketing & Communications Committee
The committee oversees all aspects related to internal and external communications for the Council. The committee advises the management team on content for the website and the monthly e-newsletter, in addition to engaging members on social media. 
Membership Committee
The committee is tasked with recruiting new members for the organization, assisting prospective members through the application process, conducting outreach to lapsed members, 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 also develops new guidelines for membership within the Council. 
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. 
Networking Committee
The Networking Committee is responsible for organizing a variety of social events throughout the year. The committee strives to create new and fun ways to provide networking opportunities among the greater membership, as well as opportunities to welcome non-members. 
Officer Nominations Committee
This committee is responsible for the nomination process and election of the slate of Officers for the upcoming fiscal year. 
Roundtables Committee
The committee is responsible for identifying topics and securing qualified speakers for three roundtable events throughout the year. These events are exclusively for members of the Council, and consist of five tables or virtual rooms that accommodate approximately 20 members each, with each table having a separate topic of discussion led by a experts. 
Seminars/Webinars Committee
The Seminars/Webinars Committee is responsible for identifying topics and securing speakers for several educational seminars and webinars with appeal across the spectrum of the estate planning community.
Sponsorship Committee
The Sponsorship Committee is responsible for identifying and securing annual corporate sponsors, as well as gala sponsors. The committee also works to ensure sponsors receive as much value from their sponsorship dollars as possible. 
Strategic Planning Committee
BEPC forms an ad hoc committee on an as needed basis to periodically review the strategic plan and to monitor progress against the stated goals and objectives. Further, the ad hoc committee has the authority to make recommendations to the Board of Directors regarding revisions or adjustments to the Council's plan. In FY26 the committee is working to build out goals, strategies, tactics, and metrics based on the work completed in FY25 to develop new vision and mission statements. 
Summer Invitational (formerly known as the Golf Outing) Committee
The committee plans for the annual summer invitational, held each July, which features an 18-hole golf tournament, golf clinic, racquet sports, and an evening social event. 
Ready to Volunteer?
To support all of BEPC's events, programs, and initiatives, we rely on over 100 volunteers to serve on nearly 20 committees. Volunteering on a BEPC committee is an invaluable way to get involved with BEPC. Volunteering on a BEPC committee is in invaluable way to get involved with BEPC. Between May and July each year we issue a call for interest to serve on committees. The formal call is now closed, but that doesn't mean you still can't volunteer with BEPC. Consider volunteering with BEPC's Financial Literacy Program or contact the Member Involvement Committee for other ways to get involved. Questions about serving on a committee? Learn more about the work of each committee by watching the spotlight videos linked on this page. We also invite you to review full position descriptions, which include time commitments for each committee. Looking for more details? We invite you to contact the committee chair, vice chair, or board liaison for the committees you are interested in working with. Use the Member Search to secure their contact info. You may also contact the Member Involvement Committee for other ways to get involved.
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11/18/2025
Drop-in Networking: Flight Club
85 Swanson Road, Suite 135
Boxborough, MA 01719
(978)364.5170 | bepc@bepc.org
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