Professional Development

Get Onboard in Chicago, IL, at COE's 38th Annual Conference!

Hit the Ground RunningCouncil for Opportunity in Education's Orientation and Professional Development Program for College Access and Success Professionals

New to college access and success? Or, do you need a refresher? COE's Onboarding Orientation and Professional Development is designed to bring you quickly up to speed with three modes of learning. First, a one-on-one conversation to identify pressing program and professional development needs. Second, attend a full-day on-site, in-person workshop to connect to leader experts from other programs. Finally, get access to online learning modules to enable a review of the history, resources, regulations and effective strategies to do the job competently and successfully. The online learning can begin immediately.

COE Point of Contact — Dr. Nicole Norfles, (202) 347-7430 or (

September 8, 2019 — Chicago, IL
Hyatt Regency Chicago
151 East Wacker Drive • Chicago, IL • 60601-3764
DOWNLOADSTentative Agenda Document is available for download (.pdf)
GROUP ROOM RATE$234.00 (plus state & local taxes)

Step 1One on One Consultation. When a person registers for the Orientation and Professional Development, the Council for Opportunity in Education (COE) will schedule a meeting with the employee to gauge specific needs.

Step 2In-Person Training. The person will choose an on-site training to attend. This one day event will provide the framework needed for the position.

Step 3Online Modules / Two Week Courses. COE offers over 15 relevant courses to ensure success in one position. Participants have 1.5 years to choose and complete courses. Again, the online learning can begin immediately after registration.

Online Modules previously offered include: Professional Ethics in an Access and Success Program; Getting Recognition for the Work You Do; Using Student Tracking Data to Improve Your Program; Getting Family Involvement in Your Programs; Examining Bridging Programs; Career Counseling; and Admissions and College Match.

Pricing Members Non-Members
Phone Consult + On-Site Training + 3- Online 10-Day Courses $800 $1,500
Phone Consult + On-Site Training + 5- Online 10-Day Courses $1,100 $1,900

Online Courses

Below are the Summer 2019 Onboarding courses (if none are listed, please check back at a later date). Sign up today by completing this form Document is available for download (.pdf) and sending to ( (remember, you must be a paid participant of the Onboarding package). For questions, please e-mail ( or (

(September 30-October 9, 2019) Essentials for Budgeting. This course provides an overview of TRIO budgets and ways to effectively utilize your budget plan to accomplish project objectives. After a short review of TRIO program specific regulations and OMB Circulars governing costs, assignments and activities will focus on financial resources in a flexible, productive budget. Assignments include revising the 17-18 budget you originally sent in to ED at the beginning of the fiscal year. Participants have access to discussion posts with other course participants for exchange of ideas and networking opportunities.
Faculty — Andrea Reeve.

(October 14-23, 2019) How to Be a New Director in an Established Program. New directors in a program that has at least been in existence since 2008. This course considers what elements new directors should examine in leading an already established project. Over the course of the ten days, program directors will examine the governing documents that guide your program, understanding the goals of your program and services written by your agency to complete and methods to engage both internal and external program stakeholders.
Faculty — Corris Davis.

(November 11-20, 2019) Career Counseling. The aim of this course is to introduce access and success professionals to the sub specialty of career, vocational and lifestyle counseling. The course will focus on understanding the factors that influence vocational choice and explore how psychological knowledge can be used to help students (as well as the professional) plan appropriate careers. It will provide the students with an understanding of career development and occupational lifestyle planning.
Faculty — David Rivera.

(December 2-11, 2019) Recruiting and Selecting Students for your Pre-College Youth Programs (TS/UB/UBMS). Do you struggle in reaching your number funded to serve? Have you been meeting all your objectives? If you have problems with either of these questions, then the answer may lie in your recruitment and selection policy. This course examines effective ways to target your student population, identify students who have a need for your services but who also have potential for success. We will also discuss effective recruitment strategies, strategic selection policies and eligibility and other criteria for selection of participants. We will take an overall look at how recruiting and selecting students impact your objective attainment and how providing optimum services will help your program meet participants’ identified needs.
Faculty — Amy Verlanic.