During this session we will review the characteristics that distinguish each of the generations that represent today's workplace. As we consider the traits that differentiate each generation, we will discuss how these impact their unique communication styles and ultimately, what the impact is on the firms as the leadership strives to integrate all employees into one cohesive unit. We will conclude with practical tips regarding leading, managing and communicating across the generations, given their disparate styles.
Self-Study Course Instructions:
FOR DOCUMENT-BASED COURSES
Download the course document(s) (below) and follow prompts contained in the document.
FOR RECORDED COURSES WITH VIDEO
Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.
Identify the general time span shared by each generation: traditionalists, Baby Boomers, Gen Xers, Millenials
Characterize each generation’s stereotypical values and behaviors
Based on each generation’s values and behaviors, identify a favored communication ‘style’ within that group
Describe strategies for managing multiple generations within a shared workspace, including leveraging differences and building community
Sobel & Co
Principal Of The Firm And Chief Growth Strategist
Sally Glick is a Principal of the Firm and Chief Growth Strategist at Sobel & Co, LLC, bringing the firm the experience and insights she has gained during her 30+ years in the profession. Before her move to New Jersey, Sally was the Marketing Director at Pencor LLP and later at PKF International.
She has spent her career working as a marketing consultant assisting a wide range of CPA firms across the country. At Sobel & Co., she has responsibility for the firm’s marketing communications and its focus on business development. Glick was named Accounting Marketer of the Year for 2003 and served as the President of the Board of Directors of the Association for Accounting Marketing (AAM) in 2004. She has also been listed on Accounting Today’s list of Top 100 Most Influential People in Accounting for 2004, 2005, and 2006 and was voted into the AAM Hall of Fame in 2007. She had the honor of being the first non-CPA woman to appear on the cover of Practical Accountant in August 2002. NJBIZ selected her as one of their Top 50 Women in Business for 2008.
In 2010, Sally was selected by Garden State Woman Magazine as the Woman of the Year in the Professional Services category. In 2011 she was honored by Boy Scouts of America. Sally is the Immediate Past President of Temple Beth Am, in Parsippany, New Jersey. She has also been active in several local AAM chapters and serves on the boards of various business and community groups, including the Commerce and Industry Association of NJ, and the Fairleigh Dickinson University Nonprofit Advisory Board. In 2013 she also became a proud board member of the Center for Nonprofits and the Visiting Nurse Association of Northern NJ. She is the co-chair of the PKF Family Business Community of Practice. Sally earned her undergraduate degree from Northwestern University in Evanston, Illinois, and in 2008, she was selected as the NU Alumni of the Year Merit Winner for the School of Continuing Studies. She earned her MBA from The Lake Forest Graduate School of Business Management in Lake Forest, Illinois.
Sally writes a Marketer's Blog for CPAs that can be found at www.accountingweb.com and authoring a Business Blog for middle-market companies across all industries, which is accessed at www.sobel-cpa.com.
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