Succession Planning
Learn how planning should begin while the potential successors are children; being taught about family values, work ethic, money, work-life balance, and other important issues.
Classes Start Available Anytime
Course Overview
In this course, professional advisors will gain insights into the intricacies of family relationships, essential for addressing estate planning, business ownership transfer, inheritance, and the future of family businesses. It provides a comprehensive understanding of the complexities inherent in family businesses, offering advisors from various disciplines a framework to navigate and resolve conflicts. The course supports advisors in defining their roles within family businesses, equipping them with tools and approaches to foster collaboration and achieve better results in diverse areas.
Participants will grasp concepts, tools, and techniques to tailor solutions to the unique personal needs and dynamics of family-owned businesses.
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.
Price
$99Course Details
Units 0.1 CEUs / 1.0 PDUs
Location Online Courses
Course Type Self-Paced
What You’ll Learn
After successful completion of this course, you will be able to:
- Develop the essentials for advisors in working with the family businesses from a systems perspective.
- Develop applicable new skills to incorporate into your professional approach.
- Recognize the family business as a complex system composed of a series of interdependent systems.
- Learning an integrated Approach to Family Business advising assimilates an advisor’s professional skills with an understanding of the nature of families
- Examine how to create a framework to resolve business challenges, manage conflict and individual differences, and identify the significant family groups.
Your Instructor
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.