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  1. Home
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  3. Championing Advancement: CASE Strategic Plan
  4. 2017-2021 Strategic Plan
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Governance: OneCASE

2017-2021 Strategic Plan
  • Reimagining CASE’s Future
  • Our Plan in Context
  • Our Guiding Pillars
  • Strategic Goals
  • Implementation
  • Vision, Mission, and Values
  • Accomplishments
  • Next Steps
  • Governance: One CASE
  • Looking to the Future
  • Project Leadership
  • Broad Stakeholder Engagement
  • Overview of the Strategic Planning Project
Advertisement
You Voted

CASE members around the world voted in support of the new volunteer leadership structure. CASE is incredibly grateful to the volunteers and members who were a part of this monumental vote.

A message from CASE President and CEO Sue Cunningham

Vote by the Numbers

39
Countries Represented
1,254
Votes YES
37.5
percent of CASE membership who voted

Governance Q&A

Each member institution has one vote, to be submitted by the person on staff who serves as your institution’s designated membership coordinator—the person who handles paying CASE membership dues. Membership coordinators will receive special voting instructions to access the online ballot. The vote will start 1 May and end on 31 May 2019 at 11:59 p.m. ET.

Not sure who your institution’s membership coordinator is? Please contact CASE Member Support at +1-202-328-CASE [2273] or support.case.org.

Are you a member coordinator and didn't receive an email ballot, or need a password reminder? Contact CASE at volunteerleadership@case.org

A no vote diminishes the potential for CASE to offer member benefits locally, regionally and globally. A no vote does not maintain the status quo. If you have concerns, contact CASE volunteerleadership@case.org so that we can address any questions before the vote.

CASE member institutions are legally required to vote on any changes to the association’s bylaws and articles of incorporation. We are eager for CASE member institutions to vote YES.

Members in the United States and Canada are part of a local district; in addition to voting on CASE’s updated bylaws and articles of incorporation, they will be asked to support their district’s alignment with this new structure. Each district board, regional board and the CASE board has already voted in support of the new structure.

The short answer: to create greater connectivity, coherence and engagement in support of our vision to advance education to transform lives and society.

This new structure results from CASE’s volun­teer-driven strategic plan, Reimagining CASE. In order to achieve CASE’s ambitious goals, two key initiatives were identified: addressing our gover­nance structure and improving our technology. Since the plan’s acceptance in 2016, CASE has been working to address both initiatives through the guidance of its volunteer leadership.

With 11 governing boards, the current structure allows for significant gaps and missed opportunities related to member experience and engagement. Volunteer leaders have repeatedly noted that the current setup is not one they would design if start­ing with a blank slate, describing it as cumbersome, costly and confusing.

This new volunteer leadership structure will allow us to operate more effectively in a global context. Learning and innovation will be shared more readily, no matter where it originated—yet still focus on dis­tinctive local cultures and needs. It is a step forward. This new structure will allow CASE to grow and will better position us to adapt to new opportunities and challenges in the education sector.

Collaborative. Designed by more than 2,500 volunteers from diverse institutions around the world.

Seamless. Providing access to the resources you need for professional development, regardless of where you live.

Efficient. Enabling CASE volunteers to work more strategically—leading to stronger member engagement, thought leadership and supporting fellow members in their work to advance education.

Responsive. Addresses current industry trends and is even more nimble in addressing these issues.

CASE’s new structure will maximize the impact of valuable volunteer time. We will ask volunteers to do the things that only they can do, and that will have the greatest impact on service to members and member institutions.

The board of trustees will be CASE’s sole fiduciary body. Sitting alongside the CASE Board will be Regional Councils in Asia Pacific, Europe, Latin America and the United States/Canada as well as District Cabinets in the United States/Canada.

Districts in the United States/Canada will keep the same boundaries. District Cabinets will continue to hold annual conferences, promote awards and recognition and offer other services targeted to their respective communities.

This new structure gives CASE the flexibility to add Regional Councils and District Cabinets in other geographic regions as opportunities arise and have a legal presence outside the United States through operating offices and subsidiaries.

Just like at your own institution, changes in board structure are not taken lightly and are only ap­proached when they make very clear improvements to governance and volunteer leadership. This new structure, created by a team of volunteers with input from all existing volunteer bodies, will have mini­mal visible impact to most stakeholders. All current activities will remain, including but not limited to, educational programs, advocacy, district and region­al conferences, research, publications, and online resources. A more seamless structure will provide greater continuity of services across regional bound­aries and build on CASE’s strong member offerings.

Volunteer leadership from throughout the advance­ment profession will continue to be an essential component of who we are as an association. Rather than being responsible for administrative functions, these volunteer bodies will focus on engagement and on emerging issues and trends. They will be­come powerful resources for member value and stewardship.

This new structure will offer opportunities for added value and greater connection. It will provide for new economies of scale (especially with conference vendors and sponsors), and better processes for coordination and collaboration. For instance, CASE currently undergoes 11 separate, simultaneous yearly audits—funds and staff time that could be better used to support members.

The review of CASE’s governance emerged from CASE’s strategic plan, Reimagining CASE. For the past two years, more than 2,500 volunteers, representing all member demographics, have created this design.

All of CASE’s governing bodies have approved the new leadership structure and have agreed to take the steps necessary to implement it, including holding a membership vote.

Between now and the expected date of full implementation, 1 July 2020, staff will work with volunteer leaders to refine and execute plans to ensure this new structure gets implemented effectively.

Volunteer Leadership Structure Committees 

CASE is grateful to all who are involved in this journey, especially to the volunteers who have defined and guided our work.

The Global Governance Steering Committee shaped the design of the new structure, such as scope of and interaction between CASE’s volunteer leadership bodies, while weighing input from member institutions throughout the world.

Co-Chair: J. Michael Goodwin, Oregon State University Foundation
Co-Chair: Sue Cunningham, CASE President and CEO
Jo Agnew, University of Western Australia
Lauren Brookey, Tulsa Community College
Germán Campos Valle, Universidad Anahuac México Norte
Mary Carrasco, Sidwell Friends School
Brett Chambers, CASE
Linda Durant, CASE
Ian Edwards, More Partnership
Lisel Elder, University of Oxford
Lee Fertig, The International School of Brussels
Terry Flannery, American University
Sergio Gonzalez, Brown University
Jim Harris, University of San Diego
Lori Houlihan, University College London
Tricia King, CASE
Michael Lavery, Brand & Reputation Ltd.
Ron Mattocks, CASE
Peter Mathieson, University of Edinburgh
Rickey McCurry, formerly University of Tennessee Foundation
Jim Moore, University of Illinois Foundation
Rob Moore, CASE
Anton Muscatelli, University of Glasgow
Dave Shepherd, United World College of Southeast Asia
Beth Smith, formerly Arkansas State University
Jeff Todd, University of British Columbia

The Global Governance Transition Task Force guides and coordinates all aspects of the process for successfully implementing the new leadership structure, including outlining key tasks and indicators of success.

Sue Cunningham, CASE
Mike Goodwin, Oregon State University
Jo Agnew, University of Western Australia
Brian Bowman, Southern Alberta Institute of Technology
Germán Campos Valle, Universidad Anáhuac México
Chris Clarke, Duke University
Liesl Elder, University of Oxford
Lee Fertig, International School of Brussels
Terry Flannery, American University
Lisa Grider, Newark Academy
Montique (Mo) Cotton Kelly, University of Connecticut
Michael Lavery, Brand & Reputation
Jim Moore, University of Illinois
Dave Shepherd, United World College of Southeast Asia
Nancy Treser-Osgood, Pitzer College
Angelica Careaga, CASE
Brett Chambers, CASE
Chua Beng Hwee, CASE
Leigh Cleghorn, CASE
Ron Mattocks, CASE
Rob Moore, CASE
Andrew Schall, CASE
Beth Smith, CASE

More information on CASE’s new volunteer leadership structure vote:

Description of CASE’s new volunteer leadership structure

Bylaws and articles of incorporation (Approved by the CASE Board of Trustees in November 2018)

Quorum requirement overview for a valid member vote

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    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.

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

  • Talent
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      • Become a Host Institution
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      • Asia-Pacific
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      • US and Canada

    Career Central

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

  • About
    • Championing Advancement: CASE Strategic Plan
      • Dispatch from 2027
      • Our Key Focus Areas
      • Implementation
      • Vision, Mission, and Values
      • 2017-2021 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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