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The WSCPA office will be closed Friday, December 1st for a staff training day.

Please contact us via online chat and we will respond to you as soon as possible on Monday, December 4.

Leading and Influencing Diverse Generations as a Trusted Advisor FLEXCAST

Available Until

Your Desk

4.0 Credits

Member Price $196.00

Non-Member Price $225.00


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.


A New Type of Workplace Diversity. Traditionalist (Born Before 1946). Baby Boomers (1946 - 1961). Generation X (1962-1980). Generation Y (Born After 1980).



Designed For

CPAs, CFOs, controllers, leaders and managers.


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!




This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.


Leader Bios

Ed Robinson, Western CPE

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 Professional Speakers. Only 10% of its members have earned this prestigious designation. Having spoken in over 25 countries, Ed is sought after globally for his speaking, coaching, and rainmaking techniques.

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Non-Member Price $225.00

Member Price $196.00