BEPC Event Initiation Form

This form is intended for use by BEPC committees with oversight responsibility of the Council's events. If you are a member with an idea for a BEPC event, we encourage you to submit your event idea through the dedicated form.

Speaker/Moderator #1
Submitter First Name *
Submitter Last Name *
Submitter Email Address *
Type of Event *	Roundtable Webinar Educational Seminar Networking Event New Member Pre-Events Annual Gala Other Community Engagement Event AEP or NAEPC Info Session Member Involvement: Council Table Summer Invitational (FKA Golf Outing)
If 'Other' selected from Type of Event list, describe the event
Preferred Date of Event, Option to Provide Multiple *Date must be within the assigned time period per BEPC Operational Handbook Appendix I Events Calendar. Any requests for dates outside of the assigned time periods shall be addressed per the BEPC Operational Handbook guidance.
Preferred Time of Event *
Confirm if the speaker(s) requires payment for their servicesConfirm if the speaker(s) requires payment for their services	Yes, speaker fees are due No, there is no cost associated with the speaker(s)
If yes, what is the fee amount?
Does the speaker(s) require travel or hotel expense reimbursement? *	Yes No
If yes, what is the estimated or maximum reimbursement amount?
Confirm if the event is intended to provide continuing education credits. *If the event is educational and BEPC applies to secure credit approval, the committee must work to ensure the topic aligns with the CFP Board (CFP) and/or American Bankers Association (CTFA) requirements to receive credit approval. Note, BEPC budgets to secure credit approval from the CFP Board (CFP) and the American Bankers Association (CTFA) for its educational event. BEPC can provide a certificate of attendance for those who require documentation to support other designations or licensure (e.g., CPA, AEP, other).	Yes, the event will offer continuing education credits No, the event is not educational and will not provide credits
Venue (a maximum of three venues may be requested)The management team will research up to three viable venues (within BEPC's budget and appropriate to host the event type).
Estimated number of attendees *Per annual budget guidance.
Additional Comments
Category of TrackRequired for seminars/webinars and roundtables	Legal Insurance Financial Tax Philanthropy Professional Development Supporting Disciplines
Level of Track	Fundamentals Technical New Developments

Speaker 1 Name
Speaker 1 Title
Speaker 1 Company
Speaker 1 Email Address
Topic/Title 1
Description 1Must be greater than 3 sentences.
Speaker 1 Bio
Speaker 1 Photo
Speaker/Moderator #2

Speaker 2 Name
Speaker 2 Title
Speaker 2 Company
Speaker 2 Email Address
Topic/Title 2
Description 2
Speaker 2 Bio
Speaker 2 Photo
Speaker/Moderator #3

Speaker 3 Name
Speaker 3 Title
Speaker 3 Company
Speaker 3 Email Address
Topic/Title 3
Description 3
Speaker 3 Bio
Speaker 3 Photo
Speaker/Moderator #4

Speaker 4 Name
Speaker 4 Title
Speaker 4 Company
Speaker 4 Email Address
Topic/Title 4
Description 4
Speaker 4 Bio
Speaker 4 Photo
Speaker/Moderator #5

Speaker 5 Name
Speaker 5 Title
Speaker 5 Company
Speaker 5 Email Address
Topic/Title 5
Description 5
Speaker 5 Bio
Speaker 5 Photo
Upload Any Additional Information for the Event

Upcoming Events more

3/26/2026
Webinar: The Real Risk Factor in Wealth Transfer: Human Capital

4/1/2026
The Council Table: A Member Involvement Event

4/22/2026
NAEPC Webinar: SLATs Topic TBD

4/28/2026
Hot Topic Webinar - Guiding Clients and Families Through Cognitive and Emotional Change

4/30/2026
Webinar: NAEPC Information Session

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