These two generations are significantly impacting the workplace, culture, technology, marketing, and significantly, retention. This session will help business owners, leaders, management, and employees understand the impact of these generations, as they transform the workplace. The session focuses on the environmental factors that have influenced Gen Z and Millennials and contrast them with older generations, in addition to highlighting the differences, characteristics, and impacts of these generations, including what motivates them.

Learning Objectives:

  • Motivate Them - Learn what you need to do to help these generations thrive in your workplace.
  • Learn the Strengths and Weaknesses of Each - Build understanding around what makes them different - the challenges and the strengths of each generation.
  • Retain Them - Learn ways that leaders and managers can retain them.
  • The Critical Role of Middle Managers - This group has been undervalued in the past and they are critical to your success with Gen Z and Millennials.

Thank you to our Sponsors

Event Details

Date: Tuesday, January 16, 2024
Time: 1:00 pm - 2:00 pm Eastern Time
Where: Zoom
Cost: Free
Register Now

Who Should Attend?

  • Financial Advisors

    One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.

  • Mergers & Acquisition Advisors

    Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.

  • Family Business Advisors

    More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.

  • Other Professional Advisors

    Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at

  • Professional Advisors

  • Business Owners & Their Trusted Advisors


The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.