Strategic Plan 2017-2021

Appendix A: Project Leadership

Project Leadership

A specially formed steering committee of CASE worldwide staff and member volunteers guided the leadership-driven, yet inclusive, planning process and assumed major responsibility for developing the strategic plan’s vision, mission, values, goals, objectives and action items. Along with the CASE Executive Leadership Team, they brought talents and perspectives from across the organization and contributed broad views from the stakeholder community.


Steering Committee


J. Michael Goodwin
President and CEO
Oregon State University Foundation
Chair, CASE Board of Trustees


Sue Cunningham
President and CEO

David Dini
St. Mark’s School of Texas

Ian Edwards
Senior Partner
More Partnership

Teresa Flannery
Vice President for Communications
American University

Lisa Gibert
President and CEO
Clark College Foundation

Sergio Gonzalez
Senior Vice President for
  University Advancement and External Affairs
University of Miami

James Harris
University of San Diego

Robbee Kosak
Fannie and John Hertz Foundation

Dickson Lim
Director of Development
National University of Singapore

Kimberly Manning
Vice President for
  University Communications and Marketing
Rutgers University

Fritz Schroeder
Vice President for
  Development and Alumni Relations
Johns Hopkins University

Martin Shell
Vice President for Development
Stanford University

Emma Silva
Director of Advancement
United Nations International School of Hanoi

Lorna Somers
Vice President, McMaster Foundation and
  Director of Development
McMaster University

Jeffery Todd
Associate Vice President, Alumni and
  Executive Director, Alumni UBC
The University of British Columbia


Also participating with the steering committee

Brett Chambers
Vice President of Volunteer Relations

Don Falkenstein
Vice President of Business and Finance

Ed Groves
Senior Director of Volunteer Engagement

Rob Henry
Vice President of Education

Tricia King
Vice President of International Operations

Ron Mattocks
Chief Operating Officer

Norma Walker
Vice President of Advancement Programs



Facilitating the planning project 

The Napa Group of Novato, California, a national consulting firm specializing in strategy, leadership and organizational design for education, nonprofits and business.

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