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About the Program

The Certificate in Responsible Ownership is designed for the next generation members of enterprising families. This is a non-credit professional development program aimed at supporting members of the next generation in their personal and professional development needed to make effective decisions and to succeed in their envisioned roles of trusted family member, responsible business owner, prospective business leader, and/or steward of family wealth.  

“Enterprising families are the backbone of prosperous communities and societies. At the Telfer Family Enterprise Legacy Institute, Telfer researchers will share the best practices that enable enterprising families to become more unified and resilient across generations so they can build meaningful legacies for a wealthier Canada and world. Our Telfer research and educational programs will focus on nurturing the next generation of responsible owners, effective family leaders, and stewards of family wealth. “ 

Peter Jaskiewicz, MBA, PhD, University Research Chair in Enduring Entrepreneurship 

The certificate program is comprised of 5 modules – each two days in length – for a total of 10 days of in-class learning. Each participant will receive documents to read prior to each module. Each module typically starts in the afternoon prior to day 1 of the module.

Telfer Executive Programs and The Family Enterprise Legacy Institute at the Telfer School of Management at the University of Ottawa have joined forces to leverage our strengths to offer this one-of-a-kind certificate program to help you protect the long-term success of your family business (enterprise) and its employees.

The Family Enterprise Legacy Institute is focused on the next generation of enterprising families and family enterprises in Canada and around the world. The Institute is being developed by Dr. Peter Jaskiewicz, who is the University Research Chair in Enduring Entrepreneurship at the Telfer School of Management, and Dr. Sabine B. Rau, who is a Visiting Professor at the Telfer School of Management.

A Joint Initiative with:

Family-legacy-institute-logo

Who Should Attend?

Next generation members from enterprising families typically between the ages of 21 to 45 years old.  Participants can be all family members and may or may not yet be business owners and may or may not be involved in the governance of the enterprise. 

Cohort Size

The program is designed for an optimal cohort size of 10-16 participants, whereby the minimum cohort size is 8 and the maximum is 24 to ensure an ideal learning experience. The program can be delivered to members of one or multiple families.

Program Themes and Topics

The program is centered on a highly interactive and experiential design that includes case studies, simulations, and group learning activities, and deep dives on key concepts.  The facilitation of group discussion, facilitation of individual learning via mentoring and one on one interactions with the instructor(s) will also be utilized in the program. 

We will work together to build the Certificate Program that is best tailored to your organisational goals and needs. This will include the choice of modules, their content, and their order.  

See below for a list of possible program modules and topics: 

Module 1: Family, Business, Ownership, and Wealth 

Module 2: Trusted Family Representative  

Module 3: Responsible and Competent Business Owner  

Module 4: Legitimate Business Leader 

Module 5: Effective Board Member 

Module 6: Steward of Family Wealth  

Module 7: Basic Financial Management and Strategic Decision-Making 
(Simulation I) 

Module 8: Advanced Financial Management and Strategic Decision-Making (Simulation II) 

Module 9: Legacy Family Investor 

 

Facilitators

Peter Jaskiewicz

Peter Jaskiewicz

Facilitator

Sabine Rau

Sabine Rau

Telfer Visiting Professor and Collaborator

Details


Registration

If you are looking to register for the certificate program, please contact us at executiveprograms@telfer.uOttawa.ca for more information.

In-Person and/or Virtual Format
Location

Training location(s) are at the discretion of the client or sponsoring organization. The learning location is carefully chosen to meet the expectations of the participants and to optimize the learning experience.

Date

Training date(s) are at the discretion of the client. We work with the client representatives to determine a mutually convenient time for the participants and instructors.   

While the program is ready for delivery, each delivery will require adequate time for tailoring to meet the learning needs of the specific cohort. 

Fee

Pricing will vary based on required customizations and the overall scope of the agreed program. 

A detailed quote will be provided based on discussions between your team and our faculty experts and program development team. 

More information

executiveprograms@telfer.uOttawa.ca
613-562-5921

Tailored Programs

Our programs and certificates can be delivered to your employees and tailored to fit your organization’s specific requirements.

To discuss your needs, please contact us.

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