Leading and Influencing Diverse Generations as a Trusted Advisor

6 Credits: Business Management & Organization
Event Date: May 17, 2021 7:30 am


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Leading and Influencing Diverse Generations as a Trusted Advisor

Course Level
CPE Credits

6 Credits: Business Management & Organization
Event Date: May 17, 2021 7:30 am

Course Description

Whether you are a CAE, CFO, CIO, Director, Controller, business advisor or are a developing auditor or IT professional, it is imperative that you master the art of financial influence and build the skills of a relational manager.  This powerful, interactive session will provide participants with the skills to design a structured process for developing long-term, mutually beneficial internal and external client relationships along with strategies for becoming true trusted advisor within your organizations.


Ed combines dynamite influencing strategies with a building relationship model that creates a machine for effective and proactive influence, regardless of economic conditions.  This course is divided into three key areas. The first defines how to be an effective leader and how to influence. The second segment focuses on the various generations and how to motivate and influence each of them. The third segment will help tie being a trusted advisor with the ability to influence and how to approach all generations in your workplace. You will walk away with over a dozen skills, processes, and tools to grow your organization and impact your career.

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Learning Objectives

  • The 4 key characteristics of a leader
  • The 5 core competencies of leaders
  • What motivates the leader in people?
  • Various types of leaders
  • What demotivates the leader?
  • What the next generation looks for to engage
  • What you should look for to identify new leaders
  • Questions to ask to make sure you can pass the reins.
  • Recognize key differences between the different generations represented in the workforce.
  • Identify strategies for leading, coaching, and mentoring staff from all generations!
  • Discuss how each generation impacts succession planning and organizational performance​!
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Course Specifics

Course ID


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Ed Robinson Headshot

Ed Robinson, CPA, CSP, is a highly recognized international speaker, business-growth coach, and author. A “recovering CPA” with an engaging personality, Ed has a wealth of experience and is a proven leader. His audiences leave with a renewed commitment to professionalism and success. President and CEO of Robinson Performance Group with over 30 years’ experience in professional service organizations, Ed provides unique growth strategies and leadership consulting to businesses. Many of his clients experience a dramatic increase in revenue production by applying his ideas and teachings. Ed is a certified professional speaker (CSP), a designation of the International Federation of …

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