Professional Development

NOTICE — If you can't find the professional development event you are looking for, please click here, login, and then click on the Events tab for a full dashboard of our our current offerings.



Legislation and Regulations Gone Virtual
This virtual professional development is designed to assist TRIO directors in learning the legislation and regulations guiding their programs. COE will discuss the legislation, specific TRIO regulations, the Education Department Guidelines (EDGAR) and OMB Uniform Cost Circulars and budget revisions. Seasoned professionals receive discussion on reporting and evaluation while new professionals get assistance working with program specialists. This virtual training includes policies and regulations that have been implemented during COVID-19.
May 5-6, 2020
11:00 a.m. - 2:30 p.m., 4:30 p.m. - 6:30 p.m. (ET) [both days]
Target Audience — Talent Search, Upward Bound, UB Math/Science
May 7-8, 2020
11:00 a.m. - 2:30 p.m., 4:30 p.m. - 6:30 p.m. (ET) [both days]
Target Audience — McNair and Student Support Services
  May 28-29, 2020
11:00 a.m. - 2:30 p.m., 4:30 p.m. - 6:30 p.m. (ET) [both days]
Target Audience — EOC and Veterans Upward Bound

Online Courses

Each one of these online courses are $500 for Institutional Members and $800 for Non-Members. Participants must be registered no later than 3 days before the course starts to participate.

(April 20-29, 2020) Using Data to Improve Your Program. All programs are required to provide data to inform the funder of their progress, their success, and their challenges. But what else as a program can we use this data to further our work. This course explores ways data can be used to inform and improve your program and, ultimately, increase opportunities for students’ access and success with different stakeholders.
Faculty — Amy Verlanic.

Free Online Courses

The Council for Opportunity in Education (COE) is excited to announce that the following online courses are available for FREE. These two courses — TRIO 101 and Effective Collaborative Strategies for Financial and Economic Literacy — are asynchronous online self-directed courses available to any TRIO staff offered via CourseSites by BlackBoard platform, and with open date for participation, accessible at any time and any location at no cost with Internet access. These self-directed courses are meant to offer additional information and more in-depth treatment of related Priority 4 Training topics. Follow Blackboard CourseSites instructions to register for CourseSites, create an account, and account verification. For further information about Priority 4 Training, please contact Nicole Norfles (

(Open Registration) TRIO 101. The goals of this course are as follows:

  • Enumerate each of the TRIO programs.
  • Examine TRIO’s authorization through the Higher Education Act and its Administration within the Student Support Division of the U.S. Department of Education.
  • Provide a history of TRIO programs to project personnel who may be new or have limited experience with TRIO programs.
  • Provide an overview of TRIO programs to project personnel who may be new or have limited experience with TRIO programs.
  • Provide an overview of TRIO regulatory documents and links to these documents.

(Open Registration) Effective Collaborative Strategies for Financial and Economic Literacy. The goals of this course are as follows:

  • Assist in increasing trainees' ability to raise participants’ level of financial literacy.
  • Provide trainees with the necessary tools to help participants become more financially savvy and self-empowered.
  • Assist TRIO staff to provide services to participants to help them make more informed and strategic decisions regarding their finances and how to better use financial aid funds.
  • Provide strategies to increase access for TRIO participants to financial education and asset building resources.
  • Provide assets to build collaboration with service providers in the grantee institution, in the local community, and through online resources.


The Council for Opportunity in Education (COE) is exploring innovative and economical ways to bring professional development training to the comfort of your office. We have begun a series of trainings that involve participation through a combination of web-based presentations and conference calls called Webinars. These low-cost trainings (no travel, lodging, or meal costs) will enable program staff to receive high quality professional development and remain in their office to provide services to their participants with minimal interruption. Space is limited. Register early!

Spotlight on the I’m First! Guide to College
The I'm First! Guide to College — an initiative of Strive for College — is the only college guidebook designed uniquely for low-income and first-generation college-bound students. Learn how two TRIO directors are using the guide with their Upward Bound and Talent Search programs to empower students on the path to college. TRIO providers will also learn how to take advantage of special discounts from COE.
Presenters — Matt Rubinoff, Editor-in-Chief of the I’m First Guide to College and Chief Strategy Officer at Strive for College; Frances Clark, Director of TRIO Programs at Virginia Tech; and Jakyrra Tyson, Director of the TRIO Talent Search Program at Rutgers University-Newark
Slide Deck Document is available for download (.pdf) • Recording from April 1, 2020Recording from April 29, 2020
To help our TRIO community, COE extends a digital booklet offer for all orders over 50 physical books. Submit orders by May 29, 2020, to receive the digital booklets.
The following discount codes are for Institutional Members only.
• Use code 20OFF2020COE for 20% off • Use code 30OFF2020COE for 30% off a "class set" of 20 or more books • Use code 40OFF2020COE for 40% off for 50 or more books • Use code 50OFF2020COE for 50% off for 100 or more books

Connect, Discuss, and Learn with COE
Tuesday, May 26, 2020
11:00 a.m. - 12:15 p.m. (ET)
Tuesday, May 26, 2020
3:15 p.m. - 4:30 p.m. (ET)
Target Audience — COLLEGE PROGRAMS
Wednesday, May 27, 2020
11:00 a.m. - 12:15 p.m. (ET)
Target Audience — COLLEGE PROGRAMS
Wednesday, May 27, 2020
3:15 p.m. - 4:30p.m. (ET)
COE is offering a place for the TRIO community to have an opportunity to connect with peers, discuss current challenges, and learn current legislative and regulatory authority to help you run your program through this crisis. Attendees will get up-to-date information from Capitol Hill and the U.S. Department of Education and have the chance to share helpful practices that are working for them. We are in this together. If you have any questions, please contact Vanessa Ramirez at (

Site Visit Basics
Wednesday, July 15, 2020
2:00 p.m. - 3:30 p.m. (ET)
In this webinar, learn how to create a Policy and Procedures Manual that represents your program’s methods of operation and helps you organize information for thorough on boarding of new staff and in preparation for site visits. Policies and procedures influence and determine the decisions, actions and activities within the boundaries of a program. Procedures describe specific methods used to express active policies in daily operations of the organization. Together, policies and procedures ensure that a program’s approach produces desirable outcomes for the program and institution or agency.

Creating a Policy and Procedures Manual
Wednesday, July 22, 2020
1:00 p.m. - 3:00 p.m. (ET)
This webinar illustrates the purpose of a site visit, trends in how sites are selected, parties involved, and materials you need to prepare. It's designed to provide TRIO personnel the knowledge needed to prepare campuses, staff, and students for a site visit. This webinar costs $350 per person for Members and $750 per person for Non-Members.

Compliance Assessment & Technical Assistance

Interested in learning about COE's compliance assistance and technical services offerings? Click here to find more info.

No Better Time to Reinvent Your Program

We recognize the impacts of COVID-19 and understand the necessary steps institutions are taking to contain the virus will continue for many weeks, possibly even months. As a result there is NO BETTER TIME (NBT) for professionals to get guidance for continuing student services through this protracted time. Register online for a virtual academy today!