Phil Gwoke

In the finance industry, the last thing you want is for wealth to change hands then walk straight out the door. So how can you retain clients with diverse expectations rooted in different generational backgrounds? When Wealth Changes Hands will teach you how to engage with clients across generations through a finance lens. Learning the position of each client’s financial outlook is a crucial part of relationship management, yet we find that many times professionals use the type of communication they prefer rather than what their client prefers. We’ll provide some practical tips to help you tailor your approach to suit Boomers, Xers, Millennials, and even Gen Z.

Millennials now make up a majority of the workforce—yet somehow managers are still puzzling over how to best recruit, retain, and engage this confounding generation. In this program, we’ll demystify the Millennial management conundrum and explore how to streamline communication and collaboration across Boomers, Xers, Millennials, and even Gen Z. Best practices from technology to manufacturing, hospitality, and other industries provide real-world case studies of successful Millennial engagement. This comprehensive look at management strategies gives leaders the awareness, tools, and tactics to unlock Millennials’ full potential while managing career growth and expectations.

While Millennials and Gen Z continue to draw media attention, other demographic shifts are afoot: Baby Boomers are retiring. There are now fewer Boomers in the US labor force than there are Millennials or Gen Xers, and 47% of business owners over 65 don’t have a transition plan. In this session, we’ll explore tools and strategies to foster mentorship between Boomers and other generations. We will prepare you to facilitate knowledge transfer across generational lines before Boomers graduate to their next stage of life—taking their valuable institutional knowledge and experience with them.

Four distinct generations are working together shoulder to shoulder, each with a unique set of attitudes, values, and work styles. To become stronger as a team, it’s important to understand these inherent generational dynamics, discerning what motivates each generation and how they communicate is essential to overcoming barriers and capitalizing on strengths. Tapping into the power and perspective of each generation helps everyone feel empowered, valued, and understood. But are you equipped to convert this form of diversity from an obstacle to an opportunity? This session will explain who the generations are and the why behind their differences, address the stereotypes that can cloud our judgement, and present solutions to best engage every generation.

We aim to use our generational insights to set young talent on the path to success as well as connect managers with Gen Z and young Millennials. The generational conversation is a two-way street, so the NextGen Series consists of two workshops that can function either paired or independently. Whatever route you feel is best for your team, we will help facilitate generational understanding through engaging activities, in-depth discussions, and actionable takeaways.
• Workshop for young talent: preparing the next generation for your workplace.
The multigenerational workplace is a labyrinth of communication and working styles—confounding for everyone, but most especially for young talent new to the workforce. With this workshop, we seek to ease those pains and help the next generation understand you. As Gen Zers and young Millennials enter your world, we work to prepare them for the complexities of a multigenerational workplace, your unique expectations, and how to navigate and succeed. We brief them on the strengths and backgrounds of each generation, review common clashes and how to overcome them, and hold an open conversation on how to integrate and grow within your organization.
• Workshop for leadership: preparing you for the next generation.
A new generation is emerging in the workforce—new expectations, work preferences, and all—so now is the time to develop a sense for who they are and what they bring to the table. This workshop will teach you everything you need to know about Gen Z and young Millennial employees. We will focus exclusively on the young talent joining your ranks, present their unique background and traits, and discuss what you can expect when working with them. Prepare to walk away with a better understanding of next-gen communication preferences and motivators as well as actionable tips and strategies for how to get the most out of them.

In the midst of an era where it’s necessary to focus on racial, ethnic, gender, or similar lenses of diversity, there is a tendency to overlook how much our generational identity informs us about all aspects of our human dynamic. In this DE&I presentation, we help create unity across our differences, so people are able to promote a genuine sense of belonging and advocate for real progress toward equity. Attendees will walk away with:

· Understanding of the evolution of specific milestones such as civil rights, women's rights, and other social reform movements over the decades. Attendees will gain an appreciation for the unique experiences that have shaped our expectations around DE&I in the workplace.

· Value for the unique strengths that each generation brings to the workplace and a desire to seek out the innovative ideas that are found in the diverse perspectives that coexist within your organization. We will share what those strengths are and how to tap into them.

· Acceptance that all lenses of diversity can show up with different expectations of their ideal environment. We will explore how all individuals can contribute to making your organization a better place to work and to make sure everyone feels heard, respected, and represented.