Strategic Plan 2017-2021

Governance: One CASE

Governance: One CASE

CASE's New Governance ModelWe are pleased to announce that the CASE Board of Trustees, at their meeting 16 November, voted to approve a new volunteer leadership structure, marking the most significant governance transition in our association since CASE was established 44 years ago. It will enhance CASE as a leader in advancing education globally and provide increased member value.

As an association, we will benefit from a coherent and transparent volunteer leadership structure, leading to a seamless member experience based on individual needs and interests. Respect for and the leadership and celebration of volunteers will continue to be the hallmark of all CASE operations; indeed, hundreds of volunteers have been involved in developing and testing elements of the new structure over the past two years. We are confident that CASE will now be better positioned to build upon the good work volunteer leaders have done over the past four decades.

CASE member institutions will be required to vote on these changes in the coming months. Specifically, they will be voting to approve new bylaws and articles of incorporation, and institutions in the U.S. and Canada will also be voting as members of their respective districts to dissolve as separately incorporated entities and continue on as District Cabinets. We encourage you to raise awareness and reach out to your institution's designated Membership Coordinator to ensure that your institution's vote gets counted. Meanwhile, staff will continue to develop the operational changes and remain in consultation with the appropriate volunteer groups to ensure the effective implementation of this new structure. Our goal is to conclude all the legal and operational steps by 30 June 2020.

Though our work is far from finished, the completion of the governance design phase is a milestone for the future of CASE and an opportunity to reflect on how far we've come together. We are confident that staff and volunteers are well-equipped to continue on this journey, and look forward to your institution's participation in the member vote.

J. Michael Goodwin
President and CEO, Oregon State University Foundation
Co-chair, CASE Global Governance Steering Committee

Sue Cunningham
President and CEO, CASE
Co-chair, CASE Global Governance Steering Committee


Governance Q&A

Why change CASE's governance?

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

With eleven different 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 by enabling learning and innovation to be shared more readily, no matter where it originated—yet still remain focused on distinctive 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.


What parts of the member experience will be changing?

Just like at your own institution, changes in board structure have minimal visible impact to most stakeholders. All current CASE 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 have a consistent engagement focus and an increased opportunity to identify and lead on emerging issues and trends. They will become an even more powerful resource for member value and stewardship.

This new structure will also offer opportunities for economies of scale (especially with conference vendors and sponsors), better processes for coordination and collaboration, and efficiencies. For instance, CASE currently undergoes eleven separate yearly audits - funds and staff time that could be better used to support members.


Where are we in the process?

The governance review, and this new volunteer leadership structure, emerged from CASE's Strategic Plan, Reimagining CASE 2017-2021. For the past two years more than 2500 volunteers, representing all demographics of CASE's membership, have created this design.

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

Between now and the expected date of full implementation, 30 June 2020, staff will work with volunteer leaders to refine and execute plans to ensure that this new structure gets implemented effectively.


What's the vote about?

CASE member institutions are legally required to vote on any changes to the association's bylaws and articles of incorporation.

Each member institution has one vote, to be submitted by the person on staff who serves as your institution's designated Membership Coordinator. Membership Coordinators will receive special online voting instructions. To identify your institution's Membership Coordinator, contact CASE at

Members in the U.S. and Canada are also part of a district; in addition to voting on CASE's bylaws and articles of incorporation, they also will be asked to support their district's transition to this new structure. We are eager for a majority of CASE member institutions to participate in the vote.


What will the new structure will look like?

The Board of Trustees will be CASE's sole fiduciary body and legal entity. Sitting alongside the CASE Board will be Regional Councils in Asia Pacific, Europe, Latin America and the U.S./Canada as well as District Cabinets in the U.S. and Canada.

Districts in the U.S. and Canada will keep the same boundaries. District Cabinets will continue to hold annual conferences, run awards programs and offer other services targeted to their respective communities.

This new structure also gives us the flexibility to add Regional Councils and District Cabinets in other geographic regions as opportunities arise.


Global Governance Steering Committee

CASE is grateful to all who are involved in this journey, especially to the Global Governance Steering Committee members who have defined and guided our work:

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

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