Generational Differences in the Workplace

Date: Thursday, December 4, 2025
Time: 12:00 PM ET / 11:00 AM CT / 10:00 AM MT / 09:00 AM PT [Prevailing Time]
Presenter: Josh Axelrod, Aldrich Solutions
Moderator:
Field of Study: Personnel/Human Resources
Program Level: Intermediate
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.

Course Description

This program examines how generational dynamics intersect with today’s CPA-firm management trends—hybrid work, AI-enabled delivery, pricing and capacity management, and succession. Participants will review evidence-based differences across Baby Boomers, Gen X, Millennials, and Gen Z that affect communication, motivation, accountability, and client service. Using risk-reward framing, the session surfaces where misalignment creates turnover, quality, and client-experience risks—and where cross-generational collaboration accelerates innovation and growth. Through short cases, polling, and practical tools, attendees will learn to translate insights into everyday management practices, including meeting norms, feedback cadences, delegation, and leadership pipelines tailored to a multigenerational workforce.

Learning Objectives:

• Identify at least five current CPA-firm management trends impacted by generational preferences (e.g., hybrid norms, AI adoption, pricing, succession, and learning models).
• Differentiate communication, feedback, and motivation patterns across four generations and map them to role design and meeting norms.
• Analyze three common risk scenarios (quality slippage, retention drag, client-experience inconsistency) and assign appropriate controls using a risk-response matrix.
• Apply a workload/capacity and delegation tool to rebalance tasks across staff levels and generations in a sample engagement.
• Develop a 30-day action plan that selects two interventions (e.g., mentoring ladder, sprint-based feedback, cross-gen project teams) and defines success metrics.

Presenter and Moderator Bios

Presenter: Josh Axelrod, Aldrich Solutions

Josh Axelrod joined Aldrich in 2023 as the Chief Operating Officer, leading all internal operations to achieve our goals for growth and scalability to best serve our clients and people. He also serves as the President of Aldrich Solutions, the Operations, Technology and People consulting arm of Aldrich. Prior to joining Aldrich, Josh was a Partner at Ernst & Young, US LLP and the Chief Technology Officer for Security Assurance at Amazon Web Services. To achieve desired outcomes and drive results, Josh uses his expansive engineering, technology, security, and operations knowledge to invent and simplify new ways of working. With the heart of a builder, Josh is committed to building strong relationships that are founded on trust that is earned through experience and delivering results. Josh earned a Bachelor of Science in nuclear engineering from Oregon State University and an MBA from Marylhurst University. He is a member of the ISACA and ISC2, as well as a board member for iUrban Teen and the Oregon State University College of Business.

Cost
$35.00 for CPAFMA Members / $80.00 for Non-Members / Free for PAFMs

  Online Registration

This webinar is part of the following series:

Firm Management Series

Join CPAFMA for a dynamic 4-part webinar series focused on key aspects of firm management tailored for CPA firm leaders and managers. Each session explores essential skills and strategies to help you lead more effectively, drive accountability, and foster a productive team environment.

Catch It On-Demand

Registered for the series but have a conflict with a date? All that register and will receive links to view the webinars on-demand, so that you can still have access to all content, even if you miss one of the live broadcasts. Replays are available for all sessions even if you purchased the series after the date of the live broadcast.

October 24 at 1:30 pm | Normalizing Accountability on Your Team
November 12 at 1:00 pm | Change Management Essentials for CPA Firm Managers
December 4 at 12:00 pm | Generational Differences in the Workplace
January 26, 2026 at 1:30 pm | Managing Projects and Tasks – Helpful Tools

The entire series can be purchased at a discount for:
$105.00 for Members / $240.00 for Non-Members / Free for PAFMS

  Entire Series Online Registration

Delivery System

• All programs are delivered using the Zoom platform.
• Confirmations will include log-in instructions.
• Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
• All registrants will receive a link to the webinar’s recording by email within 48 business hours of event’s conclusion.
• There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for webinars. If a registrant is unable to participate in the webinar and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future webinar. Alert the CPAFMA staff member monitoring the webinar if technical difficulties are encountered and technical support will be provided to eliminate problems with future webinars.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the webinar recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA webinars or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.