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Continuing Education
Self-Paced
Paid

Essential Assessment Process

Learn the primary objectives of a formal assessment and learn the value of the family sharing their thoughts, feelings, and perceptions.

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Classes Start Available Anytime

Course Overview

Gathering data through confidential interviews can provide the advisor with a comprehensive view of the family business system. In this course, we detail the types of data that should be gathered about the family, the individual, and the business simultaneously and the purpose for the information.


The advisor will learn the primary objectives of a formal assessment and learn the value of the family sharing their thoughts, feelings, and perceptions. The sequence of gathering and analyzing data, preparing and submitting a report, and convening a feedback session will be detailed.


Approved for 7 Practical Skills by the Oregon Bar Association, ID #97849


Course Format

This self-paced course offers a dynamic and engaging learning experience, combining interactive elements such as games, flashcards, video content, real-world case studies, and curated readings. Participants have the flexibility to progress at their own pace, while interactive games and quizzes reinforce key concepts and track progress. Flashcards, expert-led videos, real-world case studies, and carefully curated readings deepen knowledge.

This course is part of the Advising Family Business program.

Price

$99

Course Details

Units 0.1 CEUs / 1.0 PDUs

Location Online Courses

Course Type Self-Paced

Next Available Course

Classes Start Available Anytime

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What You’ll Learn

After successful completion of this course, you will be able to:

  • Assess the vitality of the business, the impact that family members have on its viability, and the sound business practices.
  • Determine what information and data to gather and for what purpose during the assessment.
  • Breakdown the process of interviewing and determine who is interviewed.
  • Determine critical questions to ask during interviews for focus.
  • Define and highlight the formal vs. informal report and how to share results.


Your Instructor

Ted A
Paterson

Director, Center for Family Enterprise; L. W. "Bill" Lane Professor in Family Business Management; Associate Professor of Management; Senior Editor of Journal of Business Research

Ted A. Paterson, Ph.D. joined Oregon State University in 2015 and is currently an Associate Professor of Management. In 2020 he was named the director of the Center for Family Enterprise and the L. W. "Bill" Lane Professor in Family Business Management. He currently serves as Senior Editor for the Journal of Business Research. He received his Ph.D. from the University of Nebraska in 2014. Prior to his doctoral studies he was a financial advisor for 10 years. Dr. Paterson's research interests center on positive organizational behavior, leadership, ethics, identity, and family business. He has taught a wide variety of management courses and currently teaches MGMT 552, Organizational Behavior.