Leading and Influencing Diverse Generations as a Trusted Advisor

4 Credits: Business Management & Organization


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Leading and Influencing Diverse Generations as a Trusted Advisor

Course Level
CPE Credits

4 Credits: Business Management & Organization

Course Description

Before attending this course, the concept of financial influence and effective relational management might seem challenging, especially in a workforce comprising diverse generations. This course, expertly led by Ed, serves as a bridge to this knowledge gap. After completing the course, participants will transition from a basic understanding of leadership to mastering the art of influence across different generations within the workplace. The course covers the essential characteristics and competencies of leaders, strategies for motivating various generations, and techniques for becoming a trusted advisor. It transforms the participant’s approach to leadership, equipping them with the skills to lead, coach, and mentor effectively in a multi-generational environment. This transformation is vital for professionals aiming to enhance their influence and impact on organizational performance and succession planning.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

  • 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
Revision Date
September 19, 2023


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 …