Generation Intelligence: Navigating the Generational Divide

Instructor

Roger
Wolkoff

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.

Learning 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.

Major Topics

Generations

CPE Credits Available

1 CPE

1: Communications and Marketing

Things to Know About This Course

Course Level

Basic

Professional Area of Focus

Communications and Marketing

Advanced Preparation

None

Intended Audience

All business professionals

Provider

ACPEN

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Price includes $0.00 early registration discount(s) - expires 3/16

Price includes $0.00 early registration discount(s) - expires 3/16
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Price includes $0.00 early registration discount(s) - expires 3/16

Price includes $0.00 early registration discount(s) - expires 3/16

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