Bridging the Generational Divide: Developing a Business Plan to Attract and Retain a Multi-Generational Workforce

Baby Boomers are on the brink of retirement and most members of younger generations have no expectation of remaining with their financial operations teams anywhere near as long as their predecessors. Learn what motivates Gen X, Millennials, and Gen Z employees, based on IOFM’s latest research. The data will be supplemented by an engaging discussion between a veteran AR professional and a representative of Gen Z just entering the workforce. IOFM’s Executive Editor will moderate.

After this session participants will be able to:

1. Understand what could motivate each generation to remain longer with their AR or AP team.
2. Build a business plan to retain your staff longer and make your team more attractive to new hires.

Jess Scheer
Executive Editor, IOFM

Jess Scheer is an award-winning business reporter, focusing on financial operations. He has spent more than 25 years creating must-have content for professionals in the finance arena. He’s also passionate about staff retention, having built employee engagement studies for more than 15 years. Jess serves as Executive Editor of the Institute of Finance & Management (IOFM), responsible for AR membership, certification and conference content.

Lisa Lansaw
Director, Global Credit Collections, Nidec Motor Corporation

Lisa Lansaw is an experienced Credit Director with a strong background in credit risk management, financial analysis, and regulatory compliance. She has a proven track record of optimizing credit policies, minimizing bad debt, and enhancing cash flow through data-driven decision-making and strategic credit processes.

With extensive experience in leadership and mentoring, Lisa has successfully guided teams across multiple legal entities and international markets. She excels in developing talent, fostering collaboration, and implementing effective credit management strategies. Her ability to navigate complex financial landscapes, including past due management, deduction analysis, and digital transformation initiatives, has driven organizational success.

Lisa is also a dedicated mentor, committed to coaching and empowering professionals in the credit and finance industry. She believes in building strong, customer-centric teams that align credit risk management with business growth objectives. Her leadership approach blends firm decision-making with a people-first mindset, ensuring both compliance and strong business relationships.

Maddi Miller
Aspiring AR Practitioner

Maddi Miller is a motivated and ambitious recent high school graduate eager to build a successful AR career without pursuing a traditional college degree. With a strong work ethic, adaptability, and a willingness to learn, Maddi is exploring opportunities in skilled trades, technology, sales, customer service, and entrepreneurship.

Passionate about hands-on learning and professional growth, Maddi is focused on gaining real-world experience through apprenticeships, certifications, online courses, and entry-level roles that offer advancement potential. With strong problem-solving skills and a proactive mindset, she is committed to developing expertise in a high-demand field while building a solid foundation for long-term career success.

Whether through on-the-job training, mentorship, or self-directed learning, Maddi is ready to take on challenges, grow her skill set, and create a meaningful career path that aligns with their strengths and ambitions.