Professional Development

Get Onboard

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 (

Thursday, September 13, 2018 — New York, New York
New York Marriott Marquis
1535 Broadway • New York, NY • 10036-4285
DOWNLOADSTentative Agenda Document is available for download (.pdf)
GROUP ROOM RATE$478.00 Single (plus state & local taxes)
CUT-OFF DATE • (August 27, 2018) or when the Council's room block is full

Saturday-Sunday, November 10-11, 2018 — Milwaukee, Wisconsin
Hilton Milwaukee City Center
509 West Wisconsin Ave • Milwaukee, WI • 53203-2001
DOWNLOADSTentative Agenda Document is available for download (.pdf)
RESERVATIONS(414) 271-7250
GROUP ROOM RATE$157.00 Single (plus state & local taxes) — GROUP CODEEOA 2018 Group Name
CUT-OFF DATE • (October 22, 2018) or when the EOA's room block is full

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 online courses scheduled. 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 19-28, 2018) 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.

(October 15-24, 2018) Working with Diverse Populations. This course provides an overview of sociocultural identity, with an emphasis on how identity impacts access and success programs. Issues of sociocultural identity have been shown to impact educational outcomes. As such, it is imperative for access and success professionals to be aware of the dynamic between identity and the student experience. This course will describe various sociocultural identity development models, frameworks for applying cultural competence to practice, and systems of privilege and oppression at the societal, institutional, group, and individual levels. A special focus will be placed on how various sociocultural identities intersect and impact the educational experience of students from low-income, first-generation college going, and other underrepresented backgrounds.

(October 29-November 7, 2018) Financial Aid (Part II). Application of Theories This course emphasizes the integration of knowledge acquired in the on-site training and applies advanced financial aid concepts and practices. The focus is on the importance of understanding students’ individual and extenuating circumstances and how to guide them through the complex financial aid verification process. Case studies will be presented throughout, with the objective of helping professionals guide students through to successful financial aid awards. This is vital to help students move beyond the application process and make college access a reality.

(November 12-21, 2018) Recruiting Strategies for ADULT Pre-College Programs (EOC and VUB). Target population, low-income, eligibility, first-generation, verification, compliance, duplication of services, citizenship, etc. Have the rules and regulations that govern your program stifled your recruitment strategies? It is time to step out of the box that confines your creativity and focus on targeted marketing to increase awareness of and the applications to your program. The words we use to recruit our target population frequently stop those most suited for our services from applying because they don’t want to be associated with a poverty program or a program that serves students with disabilities. Does your approach welcome or repel? This course introduces you to strategies that will get your recruiting materials into the right hands through marketing partnerships, collaborations, and use of data, and allows you to experiment with new platforms.

(December 3-12, 2018) Professional Ethics in an Access and Success Program. This course is designed to provide an overview of ethical issues in higher education. Participants will discover through workplace examples and program students how any dilemma or decision can be approached through an ethical framework. Participants will articulate and use individual ethical principles and relevant professional ethical standards to enhance personal and professional development.