Volunteer Committees

Estate Planning Council Committees

 

Committee Proposed Chairs / Leadership Key Scope & Responsibilities
Welcoming & Member Engagement

Meghan Dorsey-Abeln & Anna Shaver

Welcome initiatives for new members and guests; SWAG management.

Social Events

Rachael Lynch, Lauren Wagner, & Bob Horton

Happy Hours, Golf Outing, Annual Meeting, Young Professionals events, and volunteer opportunities.

Programming

Kelley Manchester, Meredith Murphy, & Savannah Greatting

Assisting VP with upcoming year program planning.

Bylaws / Legal

Meredith Murphy

Legal compliance, bylaws compliance, and bylaws updates.

Sponsorship

Lisa Tesar & tba

Corporate sponsorships and partner relationships.

Marketing & Communication

Jake Brown (working with Joan)

Communications, branding, and promotional outreach.

Distinguished Member Award

Paul Truber, Elliot Dole, & Robin Holzshuh

Past Presidents committee overseeing annual recognition and awards.

NAEPC

Rachael Lynch

Manages Council of Excellence application and NAEPC reporting.

Committee Goal-Setting Guidelines

  • Set specific annual goals at the beginning of each season.

  • Engage committee members, as appropriate.

  • Assign clear project leads, firm deadlines, and measurable performance metrics.

  • Determine proper budget alignment required to support mission-driven goals.