Conferences & Training
Welcome Message from the Chair

It is my great pleasure to welcome you to the 2019 CASE UK Leadership Study tour. This tour has been specially developed to allow current and future institutional leaders to spend time focussing on fundraising, alumni engagement and wider institutional advancement, in order to consider the strategic potential of advancement to help your schools, colleges, universities and cultural organisations to flourish in an increasingly competitive and complex world.

The UK experience provides a valuable place to start in thinking about the cultural and institutional issues that impact on the success of fundraising. Our programme provides you with many opportunities to engage with senior colleagues, including institutional leaders, who will share a range of experiences. You will learn about and from a number of case studies. You will hear about some of the most successful advancement programmes in the UK - some continuing to build on almost 30 years of experience - while others will be much more recent. So, whether you want to learn something about fundraising, alumni engagement and related work for the first time; to really focus on what might work in your own institution; look at the role that advancement plays in a range of institutions; to consider how you might grow your own programme; or build one from scratch, this tour provides it all.
A tour offering a total experience. In addition to the universities we will visit and the colleagues we will hear from and engage with, you will dine in Hall at New College Oxford, you will meet Professor Sir Eric Thomas, author of the ‘Thomas Report' which informed so much thinking in the UK around university fundraising, you will be welcomed by the leaders of Oxford colleges, SOAS, Warwick University and others. Accommodation is provided in great hotels that we think you will enjoy. All meals and transport (between tour venues) are also part of the Tour package. I will be on hand, with a colleague from the CASE Europe Office, throughout the tour to help you, answer questions and to keep the discussion going.

So, we will begin our tour in the rural county of Warwickshire, with our welcome dinner providing an opportunity to get to know each other and to set the scene for the tour, Dinner will be at the stunning Coombe Abbey. We will spend the next day as guests of the University of Warwick, one of the UK's leading research universities. Warwick was founded on philanthropy (only in the 1960s), but in a short time rose to become one of the UK's leading universities. We will also hear from colleagues at the University of Birmingham, which has built one of the largest and most successful fundraising and alumni relations programmes over the last twenty years. So two examples of sustained and consistent investment in two rather different universities.

We will then travel to Oxford and after checking into our hotel we will have drinks and dinner in the stunning dining hall at New College as guests of Mark Curtis, Fellow and Director of Development and Alumni Relations at New College. The next day will find us based at St Hilda's College, Oxford where we will discuss different approaches to advancement in the complex environment of Oxford University and its colleges, before moving on to visit Oxford Brookes University, a modern university, which has more recently increased its focus on fundraising and alumni engagement.

Our final stop on this tour is London and SOAS, University of London (formerly the School Oriental and African Studies). Our special dinner guest in London will be Professor Sir Eric Thomas, former Vice Chancellor and President of the University of Bristol. Sir Eric has a wealth of stories to tell! Baroness Amos, Director of SOAS will welcome us to the Senate Meeting Room. A panel of experts has been assembled to allow delegates to engage in discussions, ask questions and explore issues that have arisen during the tour.

We hope that colleagues wherever they are based, will learn much from this intensive study tour. Advancement - fundraising, alumni engagement, communications and marketing - have grown significantly from modest beginnings across the educational and cultural sectors in the UK over the last 30 years. However, institutions are at varying stages of development, maturity and scale. This range of experience will give you much to ponder and much to take away.

Each of you will bring your own perspective and experience to this tour and to our discussions, whether fundraising and alumni relations are new to you or your institution, or not. Our plan is to give you a great experience during this busy week, and we really need you to participate fully, contribute to the discussions, ask searching questions, learn from peers and build a new network. I am confident that this tour will open your eyes, and make you think...oh and we will have a lot of fun as well!

Colin McCallum
Chair, CASE UK Study Tour 2018
CASE Crystal Apple Award holder
Former Trustee, CASE Europe
Consultant and former Executive Director, Advancement, Development and Marketing at a number of UK universities and cultural organisations
International speaker, advisor, mentor and counsel with experience across the UK, Europe, Russia, South Africa, North America and Australia