Awards
Chair: Jim Revels
The awards committee is an invitation-only committee which selects the recipients for the annual Distinguished Estate Planner Award and the Mordecai Gerson Meritorious Service Award.
Diversity Committee
Chair: Leanne Evans & Rachel Kieser
The DEI committee seeks to empower and promote inclusion and belonging within PEPC's leadership, membership, and programming. We will organize networking events and promote discussion around diversity, equity, and inclusion with the estate planning community.
- Professional Women’s network - PEPC’s Professional Women’s Network provides networking connections that support, educate and inspire women to advance professionally and personally within the estate planning community.
Ethics
Co-Chairs: Rick Bell & Matthew Levitsky
The Ethics Committee meets to discuss ethical issues surrounding the estate planning profession and hosts an annual seminar on this topic.
Membership
Co-Chairs: Fareeha Arshad & Alan Weissberger
The Membership Committee is tasked with growing and sustaining our membership.
NAEPC Engagement Committee
Chair: Kim Heyman & Tim Zeigler
The NAEPC Engagement Committee serves as the liaison between the PEPC and the National Association of Estate Planners and Councils. The committee is responsible for promoting the benefits of NAEPC to local council members, promoting the Accredited Estate Planner (AEP) designation, supporting AEP candidates and encouraging PEPC member participation in NAEPC leadership positions.
Newsletter
Co-Chairs: Kim Heyman & Michael DeFillipo
The Newsletter Committee organizes and supplies content for our newsletter that is published three times a year.
Outreach
Chair: Renzo Cerabino & Lisa Mittelman
The Outreach Committee seeks to promote the importance of estate planning to the greater Philadelphia community through educational events, volunteer opportunities and partnerships with other organizations.
Programs
Co-Chairs: Jacklynn Barras & Alan Weissberger
The Programs Committee determines the speakers and topics for our six luncheons and the annual meeting.
Roundtable
Chair: Bob Hart & Anthony Weiss
The Roundtable Committee organizes informative smaller brown-bag educational lunch events that are free to members.
Social
Co-Chairs: Jillian Kukucka & Jamie Kelly
The Social Committee organizes many of our great networking events, such as our Welcome Back Party, our Holiday Party, and the always popular Golf and Tennis Outing. The Social Committee also organizes other events, such as our Drop-Ins, which are held at Philadelphia-area bars/restaurants.
Social Media
Co-Chairs: Shane Johnson & Josh Niles
The Social Media Committee is in charge of providing and maintaining fresh content on our website at www.philaepc.org and is also tasked with handling our social media (Facebook and LinkedIn).
Sponsorship
Chair: Erin McQuiggan
The Sponsorship Committee networks with members and local businesses to match PEPC sponsorship opportunities with firms looking to support and work with the local estate planning community.
