CASE Insights on Fund Management in partnership with FundMiner - Whitepaper Key Findings
About

Join CASE and FundMiner for a discussion of the key findings from the recently released CASE Insights on Fund Management white paper. Drawing on a two-year research initiative that included surveys, benchmarking data, roundtables, and practitioner interviews, this webinar examines why fund management has emerged as a critical priority for higher education institutions.

The session will explore the current state of fund management, including staffing structures, core responsibilities, and common challenges related to donor intent, stewardship, and accountability. Participants will learn how institutions are addressing increasing financial pressures, donor expectations for transparency, and enterprise risk management concerns. The webinar will also highlight four strategic imperatives identified through the research to help institutions strengthen fund oversight, improve cross-functional collaboration, and ensure philanthropic resources are utilized effectively in support of institutional priorities.

Meet the Speakers
Lasserina Dowell, Partnerships Manager, FundMiner
Chelsea Lamego, Co- Founder & CEO, FundMiner
Aaron Rouse, Sr. Director of Fund Stewardship & Mgmt, FundMiner
Jenny Cooke Smith, Executive Director, CASE Insights in Data, Research & Technology
Summary
Availability:
Registration Required
Location:
Online Meeting
Date / Time:
Oct 28, 2026 2:00 PM - 3:00 PM ET
Credit Offered:
No Credit Offered
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