1. National Association of Estate Planners & Councils www.NAEPC.orgNAEPC Annual Conference 20061 Local Council Web Site Program Bruce Newburger NAEPC Webmaster Leila F. Schumacher New Orleans EPC Robert P. Goodman NAEPC Director Web Committee Chair

2. National Association of Estate Planners & Councils www.NAEPC.orgNAEPC Annual Conference 20062 News  Completion of our fourth year of support of and enhancements to web program  Support for online credit card payment processing for event RSVP  Enhanced calendar features  Enhanced membership directory features

3. National Association of Estate Planners & Councils www.NAEPC.orgNAEPC Annual Conference 20063 Participating Councils

4. National Association of Estate Planners & Councils www.NAEPC.orgNAEPC Annual Conference 20064 Program Levels  Options for council administrators: –Link to external site –Level 1: Splash Page (donated by NAEPC) –Level 2: Standard Site ($800/year) –Level 3: Deluxe Site ($1,200/year) –Level 4: w/Pay. Processing ($1,600/yr)  Program offers significant cost-savings when compared to building your own site, or handling all business off-line. –NOEPC had previous “community” site

5. National Association of Estate Planners & Councils www.NAEPC.orgNAEPC Annual Conference 20065 Review of Features/Benefits  Membership Directory –Can be password protected –Allows printing with sorting options –New! Up to 4 disciplines per member –NOEPC saves $500/year in printing.NOEPC  Broadcast Messages –Via e-mail or fax, as users prefer –Ideal for event invites, RSVP link (level 3) –NOEPC sends 3-4 messages per year

6. National Association of Estate Planners & Councils www.NAEPC.orgNAEPC Annual Conference 20066 Review of Features/Benefits  Membership Signups –Options for online or download forms –NOEPC refers new prospects to siteNOEPC  Document Library –Bylaws, speaker notes, minutes, events –NOEPC uses for speakers, dues noticeNOEPC

7. National Association of Estate Planners & Councils www.NAEPC.orgNAEPC Annual Conference 20067 Review of Features/Benefits  Patrons listings –Home page, top of page or patrons pagepatrons page  List of links –NOEPC links to state and federal sitesNOEPC  Interactive Calendar –New! Now displays archive of past events –NOEPC lists eventsNOEPC

8. National Association of Estate Planners & Councils www.NAEPC.orgNAEPC Annual Conference 20068 Review of Features/Benefits  Your own domain name –www.noepc.orgwww.noepc.org –www.epccleveland.orgwww.epccleveland.org  Site edits done via web-based content management system –User manual –Telephone support –NOEPC: Safety of remote hosting of critical data

9. National Association of Estate Planners & Councils www.NAEPC.orgNAEPC Annual Conference 20069 Advanced Features  Event RSVP (Level 3 only) –Members or guests can RSVP via website or broadcast emails –Payment methods: check, credit card, pre-paid, pay-at-the-door –Up to 16 individual price categories –Secure form protects data entry

10. National Association of Estate Planners & Councils www.NAEPC.orgNAEPC Annual Conference 200610 Advanced Features  Payment Processing (Level 4 only) –Interfaces with existing merchant account –Highest level of security, confidentiality –Eliminates having to “run credit cards” –Dallas EPC uses Event RSVP, payment processingDallas EPC

11. National Association of Estate Planners & Councils www.NAEPC.orgNAEPC Annual Conference 200611 Program Benefits  Organized way to keep track of members  Provides members with access to directory, events, contacts, reducing call volume to administrator  Eliminates need to print and distribute member directory  Reduces costs to communicate with all members at once

12. National Association of Estate Planners & Councils www.NAEPC.orgNAEPC Annual Conference 200612 More Program Benefits  Event RSVP delivers complete information. No need to call members back.  Increase event participation  Easy to administer, or transfer to new administrators each year  National staff working to improve and add features each year

13. National Association of Estate Planners & Councils www.NAEPC.orgNAEPC Annual Conference 200613 Riding out the storm with Leila  Hurricane hits August 29, 2005  September EPC meeting cancelled  November EPC meeting moved to a new location  Broadcast email used to announce  Member directory tracks members

14. National Association of Estate Planners & Councils www.NAEPC.orgNAEPC Annual Conference 200614 Features Under Development  Easier editing of council officers, rotation  Membership renewal with payment  Council member benefits page  Calendar entries to include optional photo  Different points of contact for event RSVP, membership, information

15. National Association of Estate Planners & Councils www.NAEPC.orgNAEPC Annual Conference 200615 National Website Highlights  AEP search by zip code  AEP search available directly at: –www.accreditedestateplanners.orgwww.accreditedestateplanners.org  Launched online testing for EPLS accreditation  Launched www.naepcjournal.org publicationwww.naepcjournal.org  ListServe for council leadership

16. National Association of Estate Planners & Councils www.NAEPC.orgNAEPC Annual Conference 200616 Web Site Support Contacts  First contact is NAEPC staff at: admin@naepc.org admin@naepc.org  You may hear back from Bruce Newburger: webmaster@naepc.org webmaster@naepc.org  Bruce available for appointments Wednesday and Thursday