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.
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Event Details
Who Should Attend?
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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.
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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.
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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.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Professional Advisors
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Business Owners & Their Trusted Advisors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
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.
Meet Lesley Tracy:
Lesley’s 30 years of experience spans roles as an HR Director and Senior Organization Change Management Consultant (Marriott International, Accenture, PricewaterhouseCoopers, HP, to name a few).
She founded Changing Behaviors Consulting in 2019 where she specializes in understanding the unique needs of Gen Z (1997 – 2012, ages 11 to 26) and Millennials (1981 – 1996, ages 27 – 42), and resolving the corresponding management challenges, promoting retention and productivity.
Lesley holds a BA and MA in Psychology from George Mason University and an MS in Management of Technology from American University, graduating with high distinction.
Changing Behaviors Consulting Website: https://www.changingbehaviorsconsulting.com/