Sam Davis III
The Davis Group
CNE Programs: Board Academy, CNE Workshops
As Principal in The Davis Group, Sam Davis brings extensive strategic management experience to the service of family businesses, nonprofit organizations and foundations. Having served as an advisor to family businesses, family offices, nonprofits and foundations for almost two decades, Sam is recognized for his capabilities in addressing issues experienced by families and organizations, including: leadership and ownership succession; governance; strategic management; and executive search.
Prior to forming The Davis Group, Sam was a partner in Relative Solutions, a family enterprise consulting practice, and Signature Financial Management, a multi-family office located in Norfolk, Virginia. Sam served as an Adjunct Faculty member at Virginia Commonwealth University’s School of Business for almost 10 years, teaching Strategic Management and Organizational Behavior. Having served on the boards of more than a dozen nonprofit organizations, he brings those clients a wealth of governance, strategic planning and succession planning experience. In addition, Sam earned the designation of Fellow in the Family Firm Institute based on his experience and demonstrated capabilities in serving family enterprises.
Sam earned an MBA in Finance at The Wharton School of Business and graduated from The Episcopal Divinity School in Cambridge, Massachusetts with an MTS in Ethics and Theology. He graduated from the U.S. Naval Academy at Annapolis where he received his BS degree in Naval Engineering. Currently, he serves as a Trustee of Saint Paul’s College. Sam and his wife Susan live in Richmond, Virginia where Susan is Senior Vice President at The Community Foundation Serving Richmond and Central Virginia.
About The Davis Group
Working with nonprofit organizations in building capacity, managing critical transitions and strategically planning for the future is an enormous responsibility. Sam Davis has been successfully meeting this challenge for almost two decades, helping executives and boards of nonprofit organizations set clear priorities, organize their operating and governance structures, recruit key leaders and strategically manage to produce measurable results.
In addition to his work with nonprofits and foundations, Sam consults with family-owned businesses, organizations that are similarly mission and values driven. Thus, Sam understands the challenges of these organizations from the inside out. His experience, knowledge and ability to work with individuals and organizations of all sizes have earned Sam high praise from clients. Sam works closely with other professionals who serve as advisors to client families and nonprofits. This teamwork ensures continuity and facilitates the timely and effective implementation of decisions made in the planning process.
To support nonprofit organizations, Sam offers the following consulting services:
- Strategic Planning – Facilitating processes through which nonprofits assess their current situation, envision future success and set priorities for achieving their objectives with measurable results.
- Succession Planning & Executive Search – Engaging board leaders and executives in identifying the future needs of the organization, planning for succession in key roles, and recruiting exceptional leaders.
- Governance – Working with board leadership to enhance governance structures, engage board members in fundraising, and observe good governance practices.