Understanding RPTE Leadership Structure and Roles

Leadership Structure Leadership Structure These are the leadership levels and how they fit within the leadership structure. Supervisory Council Member (SCM) Advises Tip:To understand better how RPTE s leadership structure works please look for the org chart on www.rptefall.com. Group Chair + Vice-Chair Organizes / Communicates Committee A Chair + Vice-Chair Committee B Chair + Vice-Chair Committee C Chair + Vice-Chair Contributes / Communicates Contributes / Communicates Contributes / Communicates

Leadership Roles and Responsibilities Leadership Roles and Responsibilities Supervisory Council Members Make It Count Professional and Personal Connections Communicate Advise Support Planning Engaged and informed about the practice. Your contribution matters. Group Chairs and Vice-Chairs Fellows Program Contribute Substantively and Administratively Ten fellows for two-year terms. Communicate Coordinate Planning Practiced for less then 10 years or are under the age of 35, or both! They are intentionally assigned to a Group/Committee. Committee Chairs and Vice-Chairs Welcome your assigned fellow. Ensure they have work assignments, including writing and speaking engagements. Communicate Contribute Substantively Support Group Planning

Group Leader: Role as Coordinator, Communicator, and Supporter for Group Leader: Role as Coordinator, Communicator, and Supporter for Succession Planning Succession Planning Pro Tip: Go to www.rptefall.com for Business Plan RFP templates DEI Plan Group /Committee Expectations Guidance Group /Committee Snapshot annual calendars. RPTE Org Chart RPTE Directory + MORE Communicate Email (listservs) Scheduled monthly/quarterly calls Communities Posts Plan Group s Year Schedule calls for the group s: Administrative calls (usually quarterly) typically group/committee leaders Substantive calls (monthly) - Committees rotate the responsibility to present on substantive topics Substantive Contributions Submit Business Plan to applicable TE/RP Division Vice-Chairs. For Joint Practice Groups contact RPTE Staff. CLE and Publication Proposals CLEs: Live CLE or eCLE Publications: Probate & Property or e-Report Governmental submission Promote DEI review the ABA s DEI Plan and appoint a liaison to RPTE s DEI Committee Don t hesitate to delegate - Be clear on follow through needed/expected Actively Support Succession Planning Get to know members in the Group Identify those willing to help Be clear on follow through needed/expected

Committee Leader: Role as Contributor, Communicator, and Supporter for Committee Leader: Role as Contributor, Communicator, and Supporter for Succession Planning Succession Planning Communicate Email (listservs) Participate in scheduled monthly/quarterly calls Make announcements through posts on Communities Engage in Activities throughout the Group s Year Attend and participate in the Group s calls: Administrative calls (usually quarterly) typically Group and Committee leaders Substantive calls (usually monthly) typically Committees rotate the responsibility to present on a substantive topic to the Group (and beyond). Make Substantive Contributions Contribute to your Group s Business Plan Committees work with Group leaders to put together CLE and Publication Proposals CLEs: Live CLE or eCLE Publications: Probate & Property or e-Report Governmental submission Actively promote DEI Don t hesitate to delegate to Committee members - Be clear on follow through needed/expected Actively Support Succession Planning Get to know members in the Group and your Committee Identify those willing to help Be clear on follow through needed/expected

Road Map: Your Groups Business Plan Road Map: Your Group s Business Plan What is the Business Plan? Helps create a framework and time-line for the Group to organize their work for the year. What is the due date? October 18, 2024. What does it cover? Group Calls: Discuss current developments, interesting topics, commenting project, or just a meet and greet. National CLE Conference Programming: Each Group is expected to produce a 60-90 minute program for the National Conference. eCLE Proposals: There are webinars presented throughout the year. Contact the CLE Committee with topic proposals. Writing Projects: RPTE publishes books, a bi-monthly magazine, Probate & Property; a scholarly journal (3 issues per year), Real Property, Trust, and Estate Law Journal; and a quarterly electronic newsletter, eReport Collaboration: Include any opportunities to collaborate with other ABA or RPTE groups and Committees. Government Submissions: Include information on whether your Group or one of its Committees will be preparing comments on proposed regulations or legislation. Member and Leadership Development: Each Group should have a plan for engaging its members, identifying those interested in leadership positions. Identify how your Group will work with the Young Lawyers Fellows.

Wrap Wrap- -Up Up You can find a month by month break down of important information for this year by accessing the Group Leader Calendar Snapshot and Committee Leader Calendar Snapshot. They re available on www.rptefall.com. Upcoming Trainings You should attend: Group Leaders Training scheduled for September 20th at 1:00 pm eastern online Committee Leaders Training scheduled for September 27th at 1:00 pm eastern online Monica Larys has sent out calendar invitations. Upcoming Leadership Meetings Confirm reimbursement policy before booking: SCMs will be expected to report on their Group s activities at the in-person Section Council meetings taking place during: Fall Leadership Meeting November 14-16, 2024 @ The Ritz Carlton Maui, Kapalua, Hawaii National CLE Conference and Spring Leadership Meeting April 30-May 2, 2025 @ Aria Hotel, Las Vegas, Nevada Council and Sub-Council Meetings Everyone is welcome to attend! SCMs report at in-person Council meetings. Group Chairs and Vice-Chairs provide updates on their Group at the quarterly RP/TE Sub-Council Meetings over Zoom (September. January, April and August).