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Syllabus 2021-22 - 72813008 - Family Business Management (Gestión de empresa familiar)

Caption
  • Level 1: Tutorial support sessions, materials and exams in this language
  • Level 2: Tutorial support sessions, materials, exams and seminars in this language
  • Level 3: Tutorial support sessions, materials, exams, seminars and regular lectures in this language
DEGREE: Máster en Administración de Empresas (MBA) (72813008)
FACULTY: Centro de Estudios de Postgrado
DEGREE: Máster Univ. en Planificación y gestión sostenible del turismo (78913008)
FACULTY: Centro de Estudios de Postgrado
ACADEMIC YEAR: 2021-22
COURSE: Family Business Management
SYLLABUS
1. COURSE BASIC INFORMATION
NAME: Family Business Management
CODE: 72813008 (*) ACADEMIC YEAR: 2021-22
LANGUAGE: English LEVEL: 1
ECTS CREDITS: 4.0 YEAR: 1 SEMESTER: SC
2. LECTURER BASIC INFORMATION
NAME: VALLEJO MARTOS, MANUEL CARLOS
DEPARTMENT: U136 - ORG. DE EMPRESAS, MÁRKETING Y SOCIOLOGÍA
FIELD OF STUDY: 650 - ORGANIZACIÓN DE EMPRESAS
OFFICE NO.: D3 - 155 E-MAIL: mvallejo@ujaen.es P: 953213012
WEBSITE: http://www10.ujaen.es/conocenos/departamentos/orgmarsoc/4934
ORCID: https://orcid.org/0000-0002-9435-2706
LANGUAGE: - LEVEL: 1
3. CONTENT DESCRIPTION

1.-Relational dynamics and conflict in the family business
2. Succession planning in family business
3. Taxation of succession in family business
4. Applicable civil-law for the succession in family business


1.-Relational dynamics and conflict in the family business
1.1. Types of conflict.
1.2. Genograms for diagnosis and conflict analysis


2. Succession planning in family business
2.1. Harmony and dynamic relationships
2.2. Definition of shared dream
2.3. Governing bodies
2.4. Family protocol
2.5. Education and commitment

3. Taxation for succession in family business.
3.1. Inheritance tax
3.2 Wealth Tax
3.3. Holding company and restructuring

4. Applicable civil-law to the succession in the family business.
4.1. Marriage contract
4.2. Wills

4. COURSE DESCRIPTION AND TEACHING METHODOLOGY

Professors of present subject support the transfer of theoretical knowledge in solving case studies in class and practical exercises. The case methodology is used by teachers in the module. Some of the sessions of the module can be taught in English.

Students with special educational needs should contact the Student Attention Service (Servicio de Atención y Ayudas al Estudiante) in order to receive the appropriate academic support

5. ASSESSMENT METHODOLOGY

Students who successfully complete the module during the semester, will be required at the end of it to solve a practical case individually. This case requires in-depth knowledge all knowledge obtained in the various sessions of the module. The score on the resolution of the case will be completed with that obtained by attendance at sessions of the module and active participation in them.

With the resolution of the case studies, students acquire the E32 and E33 skills, which on the one hand will allow them to know and be able to organize the processes of generational change (R40), on the other hand, to know how to use legal and fiscal instruments for investments made in a family businesses (R41).

You are required to attend at least 80% of the sessions of the course to pass it.

6. BOOKLIST
MAIN BOOKLIST:
  • Family business management : concepts and practice. Edition: 2nd rev.. Author: Ibrahim, A. Bakr. Publisher: Dubuque : Kendall Hunt Pub. Co. , cop. 2006  (Library)
  • Family businesses in transition economies : management, succession and internationalization. Edition: -. Author: -. Publisher: Suiza : Springer International Publishing , 2015  (Library)
7. VIRTUAL / CLASSROOM TEACHING SCENARIO

TEACHING

 

Education

training

Format

(classroom/online)*

Metodología docente Descripción

28 expository theory sessions on the contents of the program

Classroom 100%

28 expository theory sessions on the contents of the 100% classroom program. 45 sessions of participatory master classes, lasting one hour each, held in the classroom. The small number of students means that scheduling of online, synchronous or asynchronous sessions is not necessary.

12 problem solving / exercise sessions,

Classroom 100%

12 sessions of problem solving / exercises Face-to-face 100% 15 sessions to carry out practical exercises and student presentations.

Tutoring

Office + Online

The tutoring sessions will be carried out in person in a generalized way, using online tutoring if necessary.

 

 

ASSESSMENT METHODOLOGY

 

 

Ordinary round of exams

 

Assessment test

Classroom / online format synchronous or asynchronous))

Description

Percentage

Assistance and / or

participation in

classroom activities

and / or virtual

Classroom

Control of attendance and participation by the teacher

 10%

Theoretical-practical concepts of the subject

 

Classroom

Final case study resolution

50%

Carrying out work,

cases or exercises

 

Classroom

 Group or individual exhibitions. Analysis and discussion of articles Resolution of exercises in the classroom

 

40%

 

 

Extraordinary round of exams

 

Given that in this scenario 100% classroom teaching is proposed, the minimum attendance requirement is in force for 80% of the module's teaching sessions in order to pass it, which is why the evaluation system in the extraordinary call does not change with respect to the established one for the ordinary round.

 

 

Assessment test

Classroom / online format synchronous or asynchronous))

Description

Percentage

Assistance and / or

participation in

classroom activities

and / or virtual

Classroom

 

 

Control of attendance and participation by the teacher

10%

Theoretical-practical concepts of the subject

 

Classroom

Final case study resolution

50%

Carrying out work,

cases or exercises

 

Classroom

Group or individual exhibitions. Analysis and discussion of articles Resolution of exercises in the classroom

 

40%

 

RESOURCES

 

The computer resources provided by the University of Jaén will be used (ILIAS Virtual Teaching Platform, Videoconference through GoogleMeet, other applications in the Google environment: Docs, Slides, Calendar, Drive) in order to encourage the participation of students if necessary, as well as electronic bibliographic resources available in the library of the University of Jaén.

 

 

8. VIRTUAL TEACHING SCENARIO

VIRTUAL SYSTEM

 

TEACHING

 

Education

training

Format

(classroom/online)*

Metodología docente Descripción

28 expository theory sessions on the contents of the program

Online 100%

28 expository virtual (online) theoretical-practical hours of virtual conducted synchronously via videoconference.

12 problem solving / exercise sessions,

Online 100%

12 hours for the realization of practical exercises and expositions of the students synchronously or asynchronously through Video conference or virtual Teaching.

Tutoring

Online

All tutoring sessions will be conducted online (synchronous and asynchronous)

 

 

ASSESSMENT METHODOLOGY

 

Ordinary round of exams

 

Assessment test

Classroom / online format synchronous or asynchronous))

Description

Percentage

Theoretical-practical concepts of the subject

 

Online

Final case study resolution

50%

Carrying out work,

cases or exercises

 

Online

 Group or individual exhibitions. Analysis and discussion of articles Resolution of exercises through virtual teaching

50%

 

 

Extraordinary round of exams

 

 

Assessment test

Classroom / online format synchronous or asynchronous))

Description

Percentage

Theoretical-practical concepts of the subject

 

Online

Final case study resolution

50%

Carrying out work,

cases or exercises

 

Online

 Group or individual exhibitions. Analysis and discussion of articles Resolution of exercises through virtual teaching

50%

RESOURCES

 

The computer resources provided by the University of Jaén (ILIAS Virtual Teaching Platform, Videoconference through GoogleMeet, other applications in the Google environment: Docs, Slides, Calendar, Drive) will be used in order to encourage student participation, as well as resources Electronic bibliographies available in the library of the University of Jaén.

 

DATA PROTECTION CLAUSE (on line exams)

Institution in charge of data processing: Universidad de Jaén, Campus Las Lagunillas, s/n, 23071 Jaén

Data Protection Delegate: dpo@ujaen.es

Purpose: In accordance with the Universities Law and other national and regional regulations in force, carrying out exams and assessment tests corresponding to the courses students are registered in. In order to avoid frauds while sitting the exam, the exam will be answered using a videoconference system, being able the academic staff of the University of Jaén to compare and contrast the image of the person who is answering the exam with the student's photographic files. Likewise, in order to provide the exam with evidential content for revisions or claims, in accordance with current regulation frameworks, the exam will be recorded and stored.

Legitimacy: compliance with legal obligations (Universities Law) and other national and regional regulations currently in force.

Addressees: service providers who are the owners of the platforms where the exams are carried out and with whom the University of Jaén has signed the corresponding data access contracts.

Storage periods: those established in current in force regulations. In the specific case of exam videoconference recordings, not before the examination records and transcripts are closed or the exam can still be reviewed or challenged.

Rights: you can exercise your right of access, amendment, cancellation, opposition, suppression, limitation and portability by sending a letter to the postal or electronic address indicated above. In the event that you consider that your rights have been violated, you may submit a complaint to the Andalusian Council for Transparency and Data Protection www.ctpdandalucia.es

CLASS RECORDING CLAUSE PERSONAL DATA PROTECTION

Person in charge: Universidad de Jaén, Paraje Las Lagunillas, s/n; Tel.953 212121; www.ujaen.es

Data protection delegate (DPO): TELEFÓNICA, S.A.U. ; Email: dpo@ujaen.es

Procedure aim: To manage proper recordings of teaching sessions with the aim of facilitating learning process under a multimodal and/or online teaching

Period for record storage: Images will be kept during legal term according to regulations in force

Legitimacy: Data will be managed according to legal regulations (Organic Law 6/2001, December 21, on Universities) and given consent provided by selecting corresponding box in legal admission documents

Data recipients (transfers or assignments): Any person allowed to get access to every teaching modality

Rights: You may exercise your rights of access, rectification, cancellation, portability, limitation of processing, deletion or, where appropriate, opposition. To exercise these rights, you must submit a written request to the Information, Registration and Electronic Administration Service of the University of Jaen at the address above, or by e-mail to the address above. You must specify which of these rights you are requesting to be satisfied and, at the same time, you must attach a photocopy of your ID card or equivalent identification document. In case you act through a representative, legal or voluntary, you must also provide a document that proves this representation and identification. Likewise, if you consider that your right to personal data protection has been violated, you may file a complaint with the Andalusian Data Protection and Transparency Council www.ctpdandalucia.es