Speakers
Session
Drawing from his personal and academic experiences, Ross explores how identity plays a critical role in family business transitions.
Struck by how few US businesses make it to the third generation, not due to failure but often due to succession issues, he delved deeper into how identity plays a critical role in these transitions. By the third generation (G3), family branches often develop distinct perspectives, which can fragment group identity and hinder effective leadership. Strong family identity—beyond just governance structures—greatly enhances the ability to transition successfully. The more unified the sense of "who we are" as a family, the more effective the succession planning and leadership will be.
We will include a discussion and interactivity to build a framework for strengthening family identity and supporting long-term success.
With over a decade of experience spanning financial services, aged care, private equity, and customer experience strategy, Ross is a seasoned business advisor and strategist. Currently serving as a Board Advisor at Conpago and as an Investment Committee Member for a private family office, he brings deep expertise in governance, digital transformation, and strategic investment to executive teams and boards.
Previously, Ross led customer strategy and experience initiatives at Bolton Clarke—Australia’s largest not-for-profit aged care provider—implementing enterprise-wide Voice of Customer programs and driving culture change.
Ross holds a Masters of Business Administration (MBA) from Queensland University of Technology and is currently studying a Masters of Business Psychology, The University of Queensland.