The CASE Board of Trustees recently approved the following slate of candidates to fill open officer and trustee positions on the board. The CASE Board is the primary governing body for the association. It sets policy, establishes and monitors the annual budget, oversees CASE’s assets and ensures sound management of the association. The CASE Board is composed of 20 voting members and will be the first board to serve under CASE’s recently approved volunteer leadership structure.

Designated individuals who vote on behalf of their institutions will receive an electronic ballot in June. Each CASE member institution is entitled to one vote. Final election results will be announced at the annual membership meeting, on the website, and in a future issue of BriefCASE.

 

OFFICERS

SERGIO GONZALEZ

Senior Vice President for University Advancement and External Affairs, Brown University

Treasurer (2-year term)

Sergio Gonzalez is the senior vice president for university advancement at Brown University in Providence, Rhode Island, USA. Prior to his appointment at Brown, Gonzalez was the senior vice president for university advancement and external affairs at the University of Miami. He has also served as chief of staff for the Miami-Dade County executive mayor and served as the executive director of the South Florida 1999 Super Bowl Host Committee. Gonzalez is a former member of the CASE Commission on Philanthropy, the Strategic Plan Steering Committee, and the Global Governance Steering Committee. Gonzalez has served on the CASE Board of Trustees since 2011 and is the incumbent Treasurer.

 

FRITZ SCHROEDER

Vice President for Development and Alumni Relations, Johns Hopkins University

Secretary (2-year term)

Fritz Schroeder is the vice president for development and alumni relations at Johns Hopkins University in Baltimore, Maryland, USA. Schroeder has served in numerous capacities at Johns Hopkins including Senior Associate Vice President for Development and Alumni Relations, Executive Director of Development and Alumni Relations, Executive Director of the Alumni Association and Director of Annual Giving. Previously he served at the University of Maryland at College Park in numerous advancement roles. He is the author of the CASE book “Annual Giving: A Practical Approach” and is currently chairing CASE’s Curriculum Task Force. Schroeder is a frequent CASE speaker and in 2002 he received the CASE Crystal Apple Award for Teaching Excellence. He has served on the CASE Board of Trustees since 2016 and is the incumbent Secretary.

 

TRUSTEES

EDUARDO BEHRENTZ

Vice President of Advancement, Universidad de Los Andes

2-year term

Eduardo Behrentz is the vice president of advancement at Universidad de Los Andes in Bogota, Colombia. Behrentz is a civil engineer and holds a doctorate in environmental science and engineering from the University of California, Los Angeles (UCLA). We was dean of the School of Engineering prior to his appointment in advancement. He is also the founder of the Center for Research on Urban and Regional Sustainability at Universidad de los Andes. He has served in various boards of the academic, financial and public sectors. He has directed research and consulting projects in subjects such as energy efficiency, environmental modeling, transportation and urban planning, and economic regulation. He is a prolific author of peer-reviewed literature and writes an opinion-editorial column in one of the main print media in Colombia.

 

LEE FERTIG

Head of School, The Nueva School

3-year term

Lee Fertig is the incoming head of school at The Nueva School, an independent school with campuses in Hillsborough and San Mateo, California, USA. Prior to returning to the United States, he was director of the International School of Brussels. Fertig has more than 30 years of administrative and teaching experience in a variety of educational settings including independent schools in New York City and San Francisco, a voluntary integration public magnet school in Minneapolis, and international schools in Ethiopia, Brazil, and Spain. He serves as Vice Chair of the CASE Europe Regional Council and speaks frequently at CASE conferences. He is a member of CASE’s Global Governance Steering Committee and the Governance Transition Task Force.

 

J THOMAS FORBES

Chief Executive Officer, Indiana University Alumni Association

3-year term

J T. Forbes is the chief executive officer of the Indiana University Alumni Association in Bloomington, Indiana, USA. He has held the role since 2010, and before that served in communications, marketing, public affairs and government relations roles at Indiana and Michigan State University and provided consulting on these issues for other major public research and land-grant colleges. Forbes was chair of CASE’s Summer Institute in Alumni Relations from 2017-2019 and was a member of the Commission on Alumni Relations and the Alumni Engagement Metrics Task Force. He served as president of the Council of Alumni Association Executives Board of Directors, and is a past chairperson of the Big Ten Alumni Chief Executive Officers.

 

JULIE HOOPER

Vice Chancellor, University Development and Alumni Relations, University of California, Berkeley

3-year term

Julie Hooper is the vice chancellor, university development and alumni relations at the University of California, Berkeley, in Berkeley, California, USA. Hooper joined UC Berkeley in July 2014 as associate vice chancellor for university relations and was appointed to her current position in 2015. Prior to UC Berkeley, she spent seven years in a variety of development roles at the University of Texas. Hooper has also held executive director positions at two nonprofits in the Austin, Texas area. She is a member of CASE’s Reporting Standards and Management Guidelines Task Force and the CASE 50.

 

MICHAEL LAVERY

Chief Executive Officer, Brand & Reputation Ltd.

1-year term

Michael Lavery is the chief executive officer at Brand & Reputation Ltd., a national and international marketing consultancy based in Gateshead, United Kingdom. Lavery worked in higher education leadership for 12 years before establishing Brand & Reputation. As Executive Director at Teesside University, he led an award-winning external relations directorate covering marketing, student recruitment, communications, development, and alumni relations. He was previously Director of Communications and Marketing at Durham University. Lavery has served on the CASE Board of Trustees since 2017 and also serves on the CASE Europe Regional Council and the Governance Transition Task Force.

 

JACQUELINE MENENDEZ

Vice President, University of Miami

3-year term

Jackie Menendez is the vice president for university communications at the University of Miami in Coral Gables, Florida, USA. Prior to joining Miami in 2007, Menendez managed communications in a number of roles in her career: as a news reporter, as a Miami-Dade County spokesperson, and as a senior administrator in local government agencies managing community and crisis management issues. Most recently she was village manager in Key Biscayne, FL, overseeing the municipal workforce, operating budget and capital inventory. She served as a member on the CASE Commission on Communications & Marketing and is on the 2020 CASE Summit for Leaders in Advancement Planning Committee.

 

DEEP SAINI

Vice Chancellor and President, Dalhousie University

3-year term

Deep Saini is the vice chancellor and president at Dalhousie University in Halifax, Nova Scotia, Canada. Before joining Dalhousie, he held the same role at Australia’s University of Canberra for three years. He has previously served as vice-president of the University of Toronto, principal of the University of Toronto Mississauga, and dean of the faculty of environment at the University of Waterloo. Saini holds a master’s degree in botany and plant biology and doctorate in plant physiology and spent 23 years teaching and researching at two Canadian universities prior to his appointment at Waterloo.

 

RHEA TURTELTAUB

Vice Chancellor, External Affairs, University of California, Los Angeles

3-year term



Rhea Turteltaub is the vice chancellor, external affairs at University of California, Los Angeles in Los Angeles, California, USA. Prior to her appointment in 2008, she served UCLA as associate vice chancellor for development and in the university’s Office of Planned and Major Gifts. Her work experience also includes fundraising positions at Otis College of Art and Design, the University of Chicago, the University of California, Berkeley and Trinity College. Turteltaub is a board trustee at Trinity College in Hartford, Connecticut, USA and currently serves as chair of the CASE 50.

The following Trustees are continuing their CASE Board of Trustees service in 2020-21; they are not part of the slate standing for election.

Trustees: 

James H. Moore, Jr - Chair
President & CEO 
University of Illinois Foundation

 

Teresa M Flannery - Chair Elect
Policy Fellow 
American University
Center for University Excellence

 

Jo Agnew - At-Large Trustee
Director
Agnew Associates Pty Ltd

 

Dr. Tonjanita L. Johnson - At-Large Trustee
Senior Vice Chancellor for Academic and Student Affairs
University of Alabama System Office

 

Dr. Matthew T. Lambert - At-Large Trustee
Vice President, University Advancement
William & Mary
 

 

Peter Mathieson - At-Large Trustee
Principal and Vice-Chancellor
The University of Edinburgh
 

 

Ted Mitchell - At-Large Trustee
President
American Council on Education

 

David Palmer - At-Large Trustee
Vice President, Advancement
University of Toronto
 

Christine M. Pina - At-Large Trustee
Chief Advancement Officer
Miss Porter's School
 

Rachel Sandison - At-Large Trustee
Vice Principal, External Relations
University of Glasgow