Bridging the Gap: Intergenerational Leadership Savvy

Bridging the Gap: Intergenerational Leadership Savvy

with Bill Richardson PCC, PgMP

Date: Thursday, November 27
Time: 8:00 a.m. – 12:00 p.m.
CPD: Up to 4 CPD hours

Financial professionals today juggle competing priorities, manage hybrid teams, and connect across five distinct generations, all while adapting to the evolving landscape shaped by AI and automation. Amid these challenges, it’s easy to feel uncertain or disconnected as communication styles, values, and expectations vary widely among clients and colleagues.

Without strong intergenerational leadership skills, CPAs risk losing talent, stifling innovation, and falling behind. Bill Richardson’s workshop is designed for leaders who want to lead with confidence, inspire trust across age groups, and stay relevant in a rapidly changing profession. They aim to be bridge-builders—leaders who foster collaboration, inclusion, and impact in a multigenerational world.

Uniquely combining mental fitness strategies with intergenerational expertise, this workshop delivers the practical tools, fresh insights, and clarity to navigate generational complexity with empathy, strategy, and strength. At the end, participants will understand the unique dynamics and potential of each generation and confidently lead all five with emotional intelligence and influence.

What you’ll learn

• Understand and explain the core characteristics, values, and communication preferences of Traditionalists, Boomers, Gen X, Millennials, and Gen Z.
• Apply generational personas and empathy mapping tools to improve savvy, especially in conflict situations.
• Use mental fitness strategies to enhance performance, build stronger relationships, and maintain well-being across generations.
• Identify and challenge hidden assumptions that impact cross-generational engagement.
• Implement leadership strategies that foster psychological safety and trust across age groups.
• Strengthen communication, feedback, and mentorship skills tailored to today’s multigenerational workplace.