Publications & Products
July 2017
Volume 15 Issue 7

Inside CASE

New CASE Trustees Elected

CASE Wins Seven Media Awards

Apply for a CASE Conference Scholarship

Nominate a Colleague for a 2017 State Relations Award

Sept. 8 Deadline for Independent Schools Awards

Fundraising for Athletics Good Question Available in CASE Library

Asia-Pacific Institute Graduates Benefit from Networking, Tutorials


New CASE Trustees Elected

The CASE membership has elected 13 individuals to fill open positions on the CASE Board of Trustees.

The results were announced during the annual membership meeting at the 2017 CASE Summit for Leaders In Advancement. The newly elected trustees begin their service on the 30-member board immediately.

  • James H. Moore Jr., chair-elect. Moore is president and CEO of the University of Illinois Foundation. 
  • Teresa M. Flannery treasurer. Flannery is vice president for communication at American University in Washington, D.C. 
  • Sergio Gonzalez, secretary. Gonzalez is senior vice president for university advancement and external affairs at the University of Miami. 
  • Gordon Arbeau, at-large trustee. Arbeau is director, public and community relations at McMaster University in Ontario, Canada.
  • Margaret Bradley, at-large trustee. Bradley is head of school at the Santa Catalina School in Monterey, California. 
  • Lauren Brookey, at-large trustee. Brookey is vice president of external affairs at Tulsa Community College and president of the TCC Foundation. 
  • Fernando Leon Garcia, at-large trustee. Leon Garcia is president of CETYS University in Mexico.
  • Michael Lavery, at-large trustee. Lavery is CEO at Brand & Reputation Ltd. and director at Justvisiting CIC. 
  • James Lewis, District IV trustee. Lewis is vice president for advancement at Texas Wesleyan University. 
  • Lisa Lewis, at-large trustee. Lewis is president and CEO of the University of Minnesota Alumni Association. 
  • Thomas Mitchell, at-large trustee. Mitchell is vice president for development and alumni affairs at the University of Florida. 
  • Christine Pina, District I trustee. Pina is chief advancement officer at Miss Porter's School in Farmington, Connecticut. 
  • David Unruh, District II trustee. Unruh is senior vice president for institutional advancement at Drexel University.


CASE Wins Seven Media Awards

CASE recently received seven awards from the Association Media and Publishing for exceptional work in social media, electronic publishing, magazine writing and marketing promotions.

The EXCEL Awards were announced on June 26 during the 37th Annual EXCEL Awards Gala in Washington, D.C. CASE won three gold, one silver and three bronze awards.

AM&P received 830 entries and presented 235 awards (64 gold, 82 silver and 89 bronze), in categories ranging from magazines to marketing. CASE won in the following categories:


Apply for a CASE Conference Scholarship

Professionals new to advancement are encouraged to apply for a Virginia Carter Smith Scholarship. The deadline for nominations is Friday, July 21.

Through this program, CASE grants scholarships each year to cover registration fees at selected CASE conferences in North America. Eligibility is open to advancement professionals with three or fewer years of experience who are currently working full time at CASE member institutions. Scholarships are also available to those who have changed advancement disciplines, such as moving from alumni relations to fundraising, in the past three years.

Scholarships are awarded based on:

  • The career potential and experience of the candidate,
  • The candidate's statement about the resources available for career development at his or her institution, and
  • The candidate's ability to express himself or herself.

Learn more and apply on the scholarship application page.


Nominate a Colleague for a 2017 State Relations Award

Honor colleagues who have advanced their institution through exceptional legislative advocacy by nominating them for a 2017 Service Award in State Government Relations. The nomination period is open through Friday, July 28.

Nominate individuals for the following awards:

  • The Marvin D. "Swede" Johnson Achievement Award recognizes individuals who have made extraordinary contributions to the advancement, quality and effectiveness of state relations on behalf of a higher education institution or state system. Recipients have primary long-term responsibility for state relations at their institution or system and have a proven track record of accomplishment.
  • The Edwin Crawford Award for Innovation recognizes individuals who have made extraordinary contributions to the advancement, quality and effectiveness of state relations on behalf of a higher education institution or system. Recipients are relatively new to the profession and have shown great effort, initiative and innovation in achieving the legislative goals of their institution or system.

Nominators must complete an online application and submit a curriculum vitae and a letter of nomination for their nominee.

Winners will be recognized at the 2017 Higher Education Government Relations Conference, Dec. 6-8, in San Diego, California. Each recipient will receive a crystal award.

The awards and conference are sponsored by CASE, the American Association of Community Colleges, the American Association of State Colleges and Universities, and the Association of Public and Land-grant Universities.

For more information, contact Stephanie Fisher, CASE's recognition programs manager, at or 202-478-5666.


Sept. 8 Deadline for Independent Schools Awards

Friday, Sept. 8, 2017, is the deadline to submit nominations for the CASE Independent Schools Awards, which honor individuals, corporations and foundations for their commitment to primary and secondary education in North America.

There is no cost to nominate for the awards, which include the following:

Winners receive a crystal award and are recognized by their peers at the annual CASE-NAIS Independent Schools Conference, which will take place Jan. 21-23, 2018, in Anaheim, California. Contact Stephanie Fisher for more information.


Fundraising for Athletics Good Question Available in CASE Library

Do you need to create, refresh or expand your fundraising for athletics program? Get inspired by the programs and events in the Athletics Fundraising Good Question, brought to you by the CASE Library. This resource collection covers topics including coordinating athletic giving with an institution's main fundraising operations, naming rights for athletic facilities and athletic giving donor motivation. The corresponding sample collection features successful fundraising publications and initiatives, as well as best practices from CASE Circle of Excellence Award winners.

Does your institution have an athletics fundraising program? Let us know at


Asia-Pacific Institute Graduates Benefit from Networking, Tutorials

Newcomers to alumni relations are encouraged to sign up now for the 2017 CASE Asia-Pacific Institute in Alumni Relations, which takes place 4-6 October at Lancemore Hill in Melbourne, Australia. Early-bird rates end 31 July 2017.

Graduates of the institute, now in its fourth year, say the intense, three-day program gave them a solid understanding of their chosen career and of the impact a successful alumni relations program can have on their institutions.

Graduate Sharon Kendall, community liaison from Trinity Grammar School in Melbourne, said the institute's networking opportunities were helpful. She added, "I found the tutorials most useful and the case studies provided the opportunity for a more in-depth discussion and the ability to ask questions more tailored to my individual organization." 

Jessica Matta, alumni relations coordinator from Edith Cowan University, is new to the alumni relations profession and said the institute was extremely beneficial to her career.

"I found the sessions to be very informative and they helped to broaden my thinking around alumni relations as well as the overall goals of all the activities that we run throughout the year," she said. "There is no such thing as an alumni relations degree, so being able to get some of the theory behind what we do and how it benefits the overall university as well as alumni was great."

Matta also found value in the networking opportunity.

"It's comforting to know that we all face the same challenges and that there is a network that we can all reach out to. Seeing (other practitioners') passion for alumni relations has only made me more certain that this is definitely a career path that I want to pursue," she said.

Contact Cheryl Torrado for more information.