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Summit for Leaders in Advancement 2025 Header

Summit for Leaders in Advancement 2025

New York, NY | July 13 - 15, 2025
Summit for Leaders in Advancement 2025
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As a senior advancement leader, your role as a strategic leader is vital to your institution’s success. The CASE Summit for Leaders in Advancement brings together thought leaders at the peak of their advancement careers from around the world and across advancement disciplines for an exchange on the strategies and insights required to lead in an ever-changing environment. Bring your voice to these conversations.

Learning Objectives

  • Demonstrate your role as a strategic institutional leader 
  • Enhance collaboration across advancement disciplines to result in mission success 
  • Discuss the value of professional ethics and standards as a core function 
  • Identify how data-based decision making will lead to institution success 
  • Develop a culture of equity, diversity, inclusion, and belonging on your team and in your work

Meet Your Summit Chair

Julie Lucas

Julie Lucas

Vice President, Resource Development, Massachusetts Institute of Technology

Julie A. Lucas is vice president for resource development at MIT. She reports to President L. Rafael Reif and directs the Institute's fundraising enterprise, securing resources to ensure MIT’s leadership in higher education. In 2016, Lucas spearheaded the public launch of the MIT Campaign for a Better World, a $6 billion fundraising initiative that amplifies MIT’s distinctive strength in education, research, and innovation. In June 2021, MIT completed the Campaign and surpassed the goal, raising a total of $6.2 billion. Under her leadership, the Office of Resource Development has exceeded its annual fundraising target of $500 million for the past seven years. She establishes strategic direction and maintains the highest standards for resource development teams that support and conduct frontline fundraising, bolsters and strengthens the Institute's advancement community, and showcases MIT’s vision and impact—all in support of MIT’s mission to build a better world. Previously, she held positions at the University of Southern California, New York University, Fordham University, and Hofstra University. Lucas earned a BA from McDaniel College, an MS from Hofstra University, and advanced certification from NYU’s Center for Philanthropy and Fundraising.

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      • In-Person Events
      • Online Events
      • Past Events
      • CASE Learning Center
      • Onboard Into Advancement
    • Scholarships
    • CASE@Campus
    • CASE Academy
    • Present at a Conference

    CASE Academy

    CASE Academy

    Join us at CASE Academy and unlock the leader within you. At this exclusive online course,  you’ll embark on a learning journey alongside colleagues from diverse advancement disciplines.

  • Resources
    • Library
      • Advancement Resource Catalog
      • Subject Guides
      • CASE Files
      • Sample Collections
      • Sample Submission Guidelines
    • Currents Magazine
    • Bookstore
    • Educational Partners Directory
    • Newsroom
    • Public Policy
    • All Resources

    Advancement Resource Catalog

    ARC

    Visit the CASE Library's database and search through more than 15,000 articles, books, and white papers. Start your search.

  • Insights
    • Getting Started
    • Today’s Opportunities
    • Building Strategy
    • Surveys
    • CASE Global Reporting Standards

    CASE Global Standards

    Global Standards

    Learn about the common set of standards, guidelines, and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe.  

  • Awards
    • Circle of Excellence
    • Global Individual Achievement Awards
    • Independent School Awards
    • Individual Achievement Awards
      • Distinguished Service Awards
      • CASE Leadership Award
      • Previous Winners
    • CASE District Awards
    • CASE Commonfund College and University Foundation Award
    • Award Recipients

    Circle of Excellence Awards

    COE

    CASE’s annual Circle of Excellence Awards showcase outstanding work in advancement. Meet our exceptional award winners.

  • Connect
    • Regions
      • Africa
      • Asia-Pacific
      • Europe
      • Latin America
      • US/Canada
      • Regional Councils
    • Districts
    • Communities
    • Schools
    • Community Colleges
    • College and University Foundations
    • U.S. Advocacy Action Center
    • Volunteer
    • Educational Partners
      • Engage with CASE
      • Marketing Opportunities Available with CASE
      • Industry Advisory Council
      • Educational Partners Directory
      • CASE Standards Champions
      • CASE Media Kit
    • CASE Multi-Cultural Network

    Educational Partners

    Educational Partners

    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

  • Talent
    • Career Central
    • CASE Advancement Internship US-Canada
      • Become a Host Institution
      • Intern Spotlight
    • CASE Graduate Trainee Programmes
      • Asia-Pacific
      • Europe
      • US and Canada

    Career Central

    Career Central

    Visit CASE's Career Central to build your team or look for new career opportunities. 

  • About
    • Championing Advancement: CASE Strategic Plan
    • Celebrating 50 Years
    • What CASE Stands For
    • The Evolution of CASE
      • Board Leadership
      • Volunteer Leadership
      • President's Page
    • Offices & Staff
      • Washington D.C.
      • London
      • Mexico City
      • Singapore
      • Senior Staff Listing
    • Membership
    • Giving to CASE
      • Giving Opportunities
      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
      • CASE Media Kit
    • Careers at CASE

    CASE Future Fund

    CASE Future Fund

    In celebration of CASE’s 50th anniversary, CASE is proudly establishing the Future Fund – a visionary philanthropic initiative poised to support and shape the future of the advancement profession. Support the Future Fund. 

  • Membership
    • Create/Manage My Account
    • Become an Institutional Member
    • CASE Membership Primary and Secondary Coordinators
    • Explore Membership Benefits
    • Membership Directory
    • Membership Tutorial Videos

    Member Benefits

    Member Benefits

    Strengthen your advancement operation, including the latest research and trends in advancement, career and professional development programs, and publications. 

    See all membership benefits and contact us today! 

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