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Continuing Education
Self-Paced
Paid

Establishing Policies and Structures

Learn to focus effort on helping stakeholder groups raise and resolve their interests and concerns.

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Classes Start Available Anytime

Course Overview

Using a systems perspective, advisors can craft structures and policies that balance the needs of different stakeholder groups in family businesses. In this course, you will learn to consider your client to be the family business system, rather than one stakeholder. A more broad-based view will allow for more elegant solutions to issues that arise. Learn to focus effort on helping stakeholder groups raise and resolve their interests and concerns. Additionally, learn to focus on structures and policies that clearly define and manage the interface between family and business.


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:

  • Establish clear family/business boundaries
  • Create structures to manage various stakeholder relationships
  • Establish and clarify relationships

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.