Generational Differences in the Workplace

Date: Wednesday, February 18, 2026
Time: 02:00 PM ET / 01:00 PM CT / 12:00 PM MT / 11:00 AM PT [Prevailing Time]
Presenter: Josh Axelrod, CISSP-ISSAP, CISA, CISM, CGEIT, CRISC, CDPSE, Chief Operating Officer, Aldrich Solutions
Moderator:
Learning Objectives:
• Identify five current cooperative financial management and operational trends influenced by generational preferences (e.g., hybrid work norms, technology and AI adoption, capital planning, succession, and professional development models).
• Differentiate communication, feedback, and motivation patterns across four generations and apply them to role design, cross-department collaboration, and meeting structures within cooperatives.
• Analyze three common risk scenarios (e.g., turnover impacting institutional knowledge, financial reporting or control gaps, inconsistent internal service delivery) and assign appropriate mitigation strategies using a risk-response framework.
Field of Study: Personnel/Human Resources
Program Level: Intermediate
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based
Prerequisite(s): No advanced preparation or prerequisites are required for this course.

Course Description

This program explores how generational dynamics intersect with today’s cooperative financial management and operations—including hybrid work environments, technology and AI adoption, resource and capital allocation, internal controls, and leadership succession. Participants will examine evidence-based differences across Baby Boomers, Gen X, Millennials, and Gen Z that influence communication styles, motivation, accountability, and collaboration across finance, accounting, and operational teams within cooperatives.

Using a risk-and-reward lens, the session highlights where generational misalignment can create risks related to staff retention, financial reporting quality, internal service delivery, and member experience—and where cross-generational collaboration can strengthen innovation, continuity, and long-term sustainability. Through short case examples, live polling, and practical tools, attendees will learn how to translate generational insights into everyday management practices, including meeting norms, feedback cycles, delegation approaches, and leadership development pipelines suited to a multigenerational cooperative workforce.

Presenter and Moderator Bios

Presenter: Josh Axelrod, CISSP-ISSAP, CISA, CISM, CGEIT, CRISC, CDPSE, Chief Operating Officer, 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. 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.

Outside of work, Josh enjoys spending time with his family, traveling, and enjoying the outdoors through hunting, fishing, hiking and dirt biking

Cost
Free for NSAC Members / $65.00 for Non-Members

  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 CLN’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 and each guest must provide their name and email address to participate. All NSAC members may register for free. Non-members may register for a nominal fee.

Refund Policy

NSAC will not issue refunds for CLNs. If a registrant is unable to participate in the CLN and provides notification to info@nsacoop.org 48 hours prior to the session, a credit will be provided for a future CLN. Alert the NSAC staff member monitoring the CLN if technical difficulties are encountered and technical support will be provided to eliminate problems with future CLNs.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to document your active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the CLN 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. Those eligible for credits will receive their certificate by email with 7 business days.

For more information regarding NSAC CLNs or administrative policies such as complaint and refund, contact the NSAC Headquarters, 7946 Clyo Road, Suite A, Centerville, OH 45459, 937-222-6707, or info@nsacoop.org.

What is NSAC's Cooperative Learning Network?
The NSAC Cooperative Learning Network is a live, interactive webinar, and you can attend from any location with internet and/or telephone access. NSAC members can attend an unlimited number of CLNs at no charge!

Each Cooperative Learning Network will have one or more speakers who are recognized experts on the topic. CLNs typically include a Q&A session where participants can ask questions live or by chat. No advance preparation or prerequisites are required, unless otherwise stated in the course information. Attendees are able to download copies of the slides and/or handouts and are provided a link to view the recording (unless the description states the session will not be recorded). These tools help continue your learning experience after the session.

CPE Credits
The National Society of Accountants for Cooperatives (NSAC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor (#103068) of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Delivery Method: Group-Internet Based.

Why NSAC Cooperative Learning Networks?

Fast.
No wasted time. Get right to the heart of the matter in a course designed to easily fit into your busy schedule.

Convenient.
No travel. No time out of the office. Listen and follow along from the comfort and convenience of your desk, device or conference room.

Easy.
A device with an Internet connection is all you need. If your device does not have sound capabilities, the ability to dial in from a telephone is available.

Ideal for multiple attendees.
Use a speakerphone and projector/monitor and invite as many people as you want to participate - at no extra cost to you.

Affordable.
NSAC Cooperative Learning Networks are free for members and available to non members at a fraction of the cost of travel and attendance fees for other high-priced conferences or seminars.