INSIDE THE PLAYBOOK: The Multigenerational Advantage: Building Stronger Teams for the Future

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We’re opening the playbook on the SC.CPA Cup. These aren’t just sessions — they’re game plans. Each one is built to sharpen your strategy, strengthen your positioning, and help you move the ball forward in a profession that’s changing fast.

This week, we’re going Inside the Playbook with a sneak peek at “The Multigenerational Advantage: Building Stronger Teams for the Future” led by Carlie Boese, Market Director at Robert Half. The session examines how today’s multigenerational workforce is reshaping accounting and finance teams—and what leaders can do to align diverse perspectives for stronger performance.

Today’s accounting and finance teams are more generationally diverse than ever — and for CPAs, that diversity can either slow you down or set you apart. With experienced professionals, rising leaders, and digital‑native talent working side by side, the firms that succeed will be the ones that align different perspectives toward a common goal.

Join us as we dive into what today’s multigenerational workforce really means for finance and accounting leaders — and how to engage your entire team to drive stronger performance, smarter collaboration, and long‑term firm success. This high‑energy session breaks down the defining traits, communication styles, and motivators of each generation in the workforce, cutting through stereotypes to focus on what actually drives results.

Attendees will gain practical strategies for hiring, managing, and engaging talent across generations — from retaining institutional knowledge to attracting and motivating the next wave of accounting professionals. You’ll explore proven approaches for fostering collaboration on high‑stakes client work, navigating differing expectations around feedback and flexibility, and leading teams through constant change, technology shifts, and evolving career paths.

Designed specifically for real‑world application, this session offers practical tools to show how partners, managers, and team members can all contribute to a culture of trust, respect, and accountability — while maximizing the strengths each generation brings to the table.

In a profession built on precision, expertise, and people, understanding how generations work best together isn’t just a “nice to have.” It’s a strategic advantage every CPA should be ready to leverage.

Carlie Boese has more than 15 Years of progressive experience at Robert Half, guiding companies and professionals through the ever-changing talent landscape.

The Multigenerational Advantage: Building Stronger Teams for the Future
Thursday, May 21 
10:00 a.m.–10:50 a.m.

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