Priority 4

We are excited to announce the following courses have been made available for FREE through the Priority 4: Improving Financial Aid and Admissions Outcomes & Increasing Economic Literacy grant sponsored by the U.S. Department of Education.

Priority 4: Improving Financial Aid and Admissions Outcomes & Increasing Economic Literacy

Wednesday, May 4, and Thursday, May 5
8:30 a.m. - 5:00 p.m. ET (both days)

This is an IN-PERSON training.

Royal Sonesta Chicago Downtown at the Riverwalk
71 E Wacker Drive • Chicago, IL • 60601-3706 • 1-800-766-3782
Make your hotel reservations here or by calling 1-800-766-3782 and using the group code 050322COEW.
Single/Double is $199 + taxes and fees.
COSTFree for Everyone!
DOWNLOADSAgenda Document is available for download (.pdf)

This training increases knowledge and skills in: Financial and Economic Literacy; Transfer Services and College Selection; Admissions for Precollege, Undergraduate, and Graduate Students; Technological Tools to Increase Participation; Services for Adults and Veterans; and Building Relationships with Key Aid Administrators. Funded by the U.S. Department of Education; this training is free for participants.
As a registrant for Priority #4, Financial Aid, Financial Literacy, and Admissions in-person training sponsored by the U.S. Department of Education, providing the safest environment for our colleagues remains a top priority for COE. We want participants to feel at ease during the training. As such, we want to share some essential safety protocols with you regarding the in-person event. Wearing masks is necessary to prevent the asymptomatic spread of the virus that causes COVID-19. Choosing not to wear a mask puts the health of others and your health at risk. Masks will be required for all participants when they are not eating or drinking, regardless of vaccination status. Any person who refuses to comply with COE's mask mandate must leave the venue. As a matter of respect to our colleagues, COE encourages participants to be fully vaccinated at least two weeks prior. COE expects participants to be considerate of others in attendance. COE will cap room capacities at 67%.

Asynchronous Online Courses

The following are asynchronous online self-directed courses available to any TRIO staff via CourseSites by the BlackBoard platform, made accessible for participation at any time and location at no cost until August 2022. These self-directed courses are meant to offer additional information and supplement the topics related to the Priority 4 Trainings. For further information about the Priority 4 Training or help in accessing the courses below, contact Nicole Norfles at (

Effective Collaborative Strategies for Financial and Economic Literacy
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.

TRIO 101
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.

A Toolkit to Establish Money Mentors and a Financial Wellness Club to Institute Financial Literacy among Students and Staff
Assist TRIO staff participation in financial literacy self-assessment with students.
• Provide pre- and post- financial self-assessments.
• Provide trainees with a toolkit to identify components of a financial wellness center.
• Develop student Money Mentors as participant peers.
• Provide list of resources to identify speakers to address topics such as salary considerations by academic career, salary negotiations, entrepreneurs and internships, food bank benefits, and/or alternative housing and rent considerations.
• Provide a list of money habit games, envelop systems, and other tools to diversify financial literacy learning.