Skip to main content

CASE

CASE

Main Menu

  • Learning
    • Conferences & Training
      • In-Person Events
      • Online Offerings
    • Online Learning
      • CASE Learning Center
      • Onboard Into Advancement
    • Scholarships
    • Conference Policies
    • Present at a Conference
    • CASE Academy

    Online Learning

    Illustration of a mouse connected to a book on a yellow background

    Browse CASE's online offerings to find the best virtual programming and training for you and your team.

  • Resources
    • Library
      • Advancement Resource Catalog
      • Subject Guides
      • CASE Files
      • News Roundups
      • Sample Collections
      • Sample Submission Guidelines
    • Currents Magazine
    • Bookstore
    • Educational Partners Directory
    • Newsroom
    • Public Policy
    • Alumni for Higher Ed
    • All Resources

    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
    • Surveys
    • CASE Global Reporting Standards
    • Research

    CASE Insights on Generative AI in Advancement

    CASE Insights on Generative AI in Advancement

    In this new interactive report, CASE Insights offers a comprehensive approach for adopting generative AI, based on findings from a year-long research study with advancement practitioners.
     

  • 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
    • U.S. Advocacy Action Center
    • Alumni for Higher Ed
    • Volunteer
    • Educational Partners
      • Engage with CASE
      • Marketing Opportunities Available with CASE
      • Industry Advisory Council
      • Educational Partners Directory
      • CASE Standards Champions
      • CASE Media Kit
    • CASE Multi-Cultural Network

    Educational Partners

    Educational Partners

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

  • Talent
    • Career Central
    • CASE Advancement Internship US-Canada
      • Become a Host Institution
      • Intern Spotlight

    Career Central

    Career Central

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

  • About
    • Championing Advancement: CASE Strategic Plan
    • Celebrating 50 Years
    • What CASE Stands For
    • The Evolution of CASE
      • Board Leadership
      • Volunteer Leadership
      • President's Page
      • 2026-2027 Election
    • 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

    Giving to CASE

    Giving to CASE

    At CASE, we inspire, challenge, and equip nearly 100,000 advancement professionals across the globe to champion the success of educational institutions and the millions who benefit from them. With philanthropic support we can do more.

  • 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! 

  • Give to CASE
  • Log in
  • Alerts
  • Search
  • Shopping Cart

Breadcrumb

  1. Home
  2. Conferences & Training
  3. Summit for Leaders in Advancement 2026
  4. All Sessions
Advertisement
Summit for Leaders in Advancement 2026

How to Lead in a Legacy Culture When "We've Always Done It This Way"

Tuesday, July 21, 2026
11:30 AM - 12:30 PM PT
Speaker(s): Shanna Hocking, Founder and CEO, Hocking Leadership, LLC, Kate Azizi, President, OHSU Foundation, Ann Spira, Vice Chancellor, Advancement, University of California, San Diego, Stephanie Oberhausen, Associate Vice Chancellor and Chief Development Officer, Vanderbilt University
Elective Session

Every advancement leader eventually steps into a culture they didn't create. They're hired to bring fresh perspective while simultaneously learning unwritten rules, navigating long-standing relationships, and earning trust inside institutions with deep histories. These legacy cultures can be a foundation for loyalty, stability, and success-while also becoming a constraint on meaningful, necessary change that would benefit both the institution and the advancement profession.

Drawing on insights from a recent Harvard Business Review article, this session explores what it takes to lead effectively in a legacy culture without burning bridges or carrying the weight of change alone. The conversation will focus on lived experiences of how leaders have navigated inherited cultures, built trust while resetting expectations, and made progress when "we've always done it this way" is embedded into the organizational norms. For leaders expected to deliver results while stewarding and evolving culture, this conversation offers practical insights into integrating effectively, leading change with credibility, strengthening teams, and achieving the fundraising outcomes their institutions are counting on.

CASE

CASE
  • CASE Communities
  • Member Login
  • Careers at CASE
  • Terms & Conditions
  • Privacy Statement
  • Staff Intranet
Connect with CASE
  • Facebook
  • Twitter
  • LinkedIn
  • Instagram

CASE Member Support
+1-202-328-CASE [2273]

CASE

CASE
Close

Search

Popular Searches
Books Advancement events Articles Fundraising Resources CASE Insights Resources Awards CASE Library CURRENTS Talent