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Continuing Education
Self-Paced
Paid

Family-Dynamics

Understand the complex landscape of the systems from the business and family perspectives.

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Classes Start Available Anytime

Course Overview

The rules, values, and methods of communication of a family impact the business functioning in a family business. The unique personalities and stages of growth by individual family members impact how the family works together. In order to aid the business, this course will help the advisor understand the complex landscape of the systems from the business and family perspective. The family systems perspective will be outlined to help advisors understand and work within the dynamic structures of the family and the business and the challenging areas that frequently overlap.


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:

  • Understand conceptual tools to help assess a family member’s stage in life, the family communications patterns, and the family’s placement on a scale that rates qualities of successful business families.
  • Identify and anticipate sensitive areas as they work with family business clients by utilizing models from individual psychology and family systems theory.
  • Define the three interacting stages of development (Business, family, and individual) and how the advisor can gain a more comprehensive understanding of unresolved issues.
  • Define and share how the Genogram can be a helpful tool to provide insight into the way a family functions.
  • Understand family communication patterns and how to identify barriers to effective communication.

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.