American College of Trust and Estate Counsel (ACTEC)
Posted: 02/20/2026
Client name:
Client Name Text
Job Function: Other
Source:
Source Text
Location: Washington, DC, USA
Posted: 02/20/2026
Description
Governance, Fellowship, and Strategic Leadership
• Partners with and supports the Board of Regents, Executive Committee, Foundation
Board, State Chairs, and Committee leaders.
• Develops and maintains positive, effective relationships with the Executive Committee,
Regents, and other Fellows.
• Ensures the Board and Executive Committee are kept informed of the conditions of
ACTEC's programs and activities, as well as other important information.
• Works with the President to develop Board meeting content and agendas, leadership
orientation and training, and other governance development activities.
• Serves as the primary staff contact for the Officers and Regents, anticipating and
meeting their needs for materials, information, and support to fully manage their roles
and responsibilities.
• If the Executive is not the key staff representative to a committee, oversees, assigns,
and manages staff by providing administrative support and guidance.
• Provides expertise and guides the Board and Foundation Board in nonprofit
governance requirements.
• Maintains awareness of legal and financial reporting requirements for 501(c)(6) and
501(c)(3) nonprofit organizations and ensures compliance.
• Supports the nominations and elections process, including orientation of new Board
members, officers, State Chairs, and Fellows.
• Partners with the Regents, State Chairs, and Committees to recruit, engage, and retain
Fellows.
• Works with the Regents and staff, implementing and refining the strategy and business
plan for the Fellows’ Institutes.
• Manages risk, including assuring compliance with bylaws, policies, procedures,
applicable laws, regulations, and governing documents.
• Ensures all funds, physical assets, and other ACTEC properties are appropriately
safeguarded and administered.
• Authorizes and executes contracts and commitments in accordance with bylaws and
policies established by the Regents.
• Establishes and maintains positive, effective relationships with ACTEC meeting
sponsors.
https://static1.squarespace.com/static/6315ba1115db3003bd3b5b39/t/698cf4b990251f71952dbaaf/1770845369155/ACTEC+Executive+Director+Position+Profile.pdf