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Generation Intelligence: Navigating the Generational Divide

Monday, Jun. 16
 9:00am - 10:00am

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1.00 Credits

Member Price $39.00

Non-Member Price $59.00

Overview

Unlock the power of multigenerational teams to future-proof your firm.

Today’s workplace is more generationally diverse than ever—spanning five, soon to be six, distinct generations. And while this mix can create miscommunication and friction, it also holds untapped potential for innovation, connection, and resilience.

This dynamic course helps professionals in accounting, law, banking, insurance, and financial services understand and harness generational dynamics. You'll explore how shared formative experiences shape values, communication styles, and expectations at work—from the frugality of the World War II generation to the digital fluency of Gen Z and the up-and-coming Generation Alpha.

Rather than getting stuck in generational stereotypes, you’ll learn to lead, collaborate, and connect more effectively across ages. With insights drawn from workplace psychology, sociological research, and real-world examples, this course equips you with practical tools to bridge the gap—so you can build stronger client relationships, more collaborative teams, and a culture people want to stay in.
 

Objectives

  • Identify and differentiate the six generational cohorts currently shaping today's workforce and client base— Traditionalists (WWil), Baby Boomers, Gen X, Millennials, Gen Z, and Generation Alpha - and understand their defining events and workplace mindsets.
  • Recognize and overcome common generational stereotypes and communication breakdowns that hinder productivity and trust.
  • Apply strategies to adapt leadership, communication, and client service approaches to resonate with different generational preferences.
  • Build bridges across generations by understanding what each group values, how they view work, and how to foster mutual respect.
  • Create action plans for mentoring, onboarding, and retaining talent in a multigenerational environment, using tools like career lattices, flexible work models, and shared skill-building.
  • Enhance culture by shifting from competition to collaboration-honoring both experience and fresh perspectives.

Highlights

  • Generations

Designed For

All business professionals

Prerequisites

None

Preparation

None

Notice

Your webinar can be accessed via https://ctcpas.acpen.com/Account/login. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.

Leader(s):

Leader Bios

Roger Wolkoff, ACPEN BPN Business Professionals' Network

Using stories, real-life examples, and humor, Roger helps people learn simple things they can do to avoid emotionally dangerous outcomes and accelerate growth through trust.

When leaders learn to step outside themselves, they connect. When they connect, they discover how to elevate others. When they elevate others, they build trust. And, trust makes all the difference.

Roger is all about authenticity. As a result, he devotes a great amount of enthusiasm and energy to the cause. He does all this with: • HUMOR — The world’s too serious. Humor, done right, gets people to let their guard down and listen. • UNDERSTANDING — Get down in the dirt with people and seek to see the world through their eyes. • OPTIMISM — Don’t give up on people. Believe they will find a way to move forward and improve.

Roger is an expert in emotional intelligence, communication, and feedback. His programs are high content and motivational in style and tone.

Maximizer | Woo | Developer | Ideation | Positivity = Thought Rocket!

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Non-Member Price $59.00

Member Price $39.00