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 *
Speaker Fee	Yes No
If yes, what is the fee amount?
Will BEPC reimburse speaker travel or hotel expenses? *	Yes No
If yes, what is the estimated or maximum reimbursement amount?
Apply for CLE Credits with CFP Board *Note, fees apply for BEPC to secure credit approval from the CFP Board; ensure topics align withe CFP Board requirements if seeking credit approval.	Yes No
Eligible for CPE Credits for CPAs? *MA does not require formal application or approval of credits for CPAs.	Yes No
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).
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

1/12/2026 » 1/16/2026
60th Annual Heckerling Institute on Estate Planning

1/14/2026
Members Only: Networking Reception at Heckerling Institute

1/20/2026
Members Only: BEPC Virtual Roundtable Breakfast

1/21/2026
NAEPC Webinar: Complimentary - Letters of Wishes: Helpful Guidance from the Grave

1/21/2026
Joint Sip & Socialize

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