Professional Development

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2021 Virtual Leadership Summit
Monday, May 17, and Wednesday, May 19, 2021
Monday (10:45 a.m. to 5:30 p.m. ET) and Wednedsday (2:30 p.m. to 4:30 p.m. ET)
COSTFree for Members!

COE invites all current, seasoned and aspiring TRIO leaders to attend workshops and events during our virtual 2021 Leadership Summit. Combining the words TRIO and Leadership leads to powerful things! Throughout the 40-year history of COE, it has taken different types of leaders to help TRIO become what it is today. Join TRIO leadership from across the country for this week of virtual engagement, leadership development and more. On Monday, May 17, from 10:45 a.m. to 5:30 p.m. ET, participants will attend plenary and concurrent sessions that focus on institutional change, state chapter issues and government relations. This is followed by a community-building Escape Room adventure with our board at 5:30 p.m. ET. On Wednesday, May 19, participants will contribute to the Pell Institute's 2021 Indicators report release and shared solutions dialogue from 2:30 to 4:00 p.m. ET. The Summit is free of charge for all and open to anyone who has served, is currently serving or interested in serving in TRIO state and regional leadership roles. With questions, please reach out to Jen Rudolph, Director of Pre-College and State Initiatives, at (

Online Courses

Course will be accessed through the platform CourseSites. After registering, you will be given instructions on how to enter into the CourseSites platform three to four days before the start date. This course does not have any live sessions but this is not self-pace. You will be assigned tasks, assignments and post discussions that will be due on specific dates within the 10 days. Price is $500 for Members and $800 for Non-Members.

(May 17-26) Managing Your Workload to Meet Your Program Objectives. This workshop will investigate effective strategies that projects can utilize to manage staff workloads and talents to meet project objectives. Course participants will discuss models for staffing including Management by Objective and Case Management Structures. The group will delve into evaluation tools that allow for program improvement, no more doing it because it’s always been done that way! Gain the tools and best practices for taking your team from jobs to calling while keeping the student outcomes your shared priority. FacultyAmy Verlanic, Montana Technological University.

(June 14-23) Components of an Effective McNair Project's Operation Plan. This course reviews the nine criteria in the Plan of Operation as well as re-thinking the entire design of the project. Participants will review research studies as well as best practices in program design. How do you incorporate technology in your design? How do you partner with faculty and other stakeholders to provide program services? What should you consider when you formulate each of the plans required in this section of the proposal? How does what you have learned from COVID-19 change your new programming? Learn from each other as you share best practices in selection, service delivery, records management, and scholar preparation for graduate school success. FacultyJon Crider, Texas Tech University; Michael Hunt, University of Maryland, Baltimore County; Alice Ho, University of California Los Angeles and Kim Rosfeld, Southern Nazarene University.

Free Online Courses

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. 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 Maiah Matthews 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.


COE explores innovative and economical ways to deliver professional development training to recipients in the comfort of their home or office. These webinars encourage participation through a combination of web-based presentation and conference call. The low-cost trainings (no travel, lodging, or meal costs) provide program staff high-quality professional development in their offices with lesser interruption of provisions of service to their participants. Space is limited. Register early!

Spotlight on the 2021 I’m First! Guide to College
Wednesday, May 12, 2021
1:00 p.m. - 2:00 p.m. (ET)
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 use the Guide with their Upward Bound and Talent Search programs to empower students on the path to college. Participants will also learn how to take advantage of special discounts available to TRIO providers from COE.

Developing Study Abroad from the Ground Up
Thursday, May 13, 2021
12:00 p.m. - 1:00 p.m. (ET)
COSTFree for Everyone!

Interested in starting a study abroad program for your students? Working more closely with your study abroad office to increase international internship and study opportunities? This webinar will feature TRIO professionals who can advise on how to start or restart an international program—or how to enhance your existing program. Learn the essentials of cross-campus collaboration to provide the buy-in and resources you need.

Prepare Students to Win at College Fairs and Campus Visits
Wednesday, June 2
1:00 p.m. - 2:15 p.m. (ET)
COSTFree for Everyone!

For Upward Bound, Upward Bound Math/Science and Talent Search ONLY Learn best practices to prepare your students to get vital information out of college fairs and visits as they navigate the college admissions process. Help your students make the most of these opportunities by encouraging them to first consult college websites for basic information. With initial research, students can develop meaningful questions for admissions counselors that will help them determine which institutions offer the best fit and support.

Creating a Policy and Procedures Manual
Thursday, June 10
2:00 p.m. - 4:00 p.m. (ET)
COST$350.00 for Members, $700.00 for Non-Members

Policies and procedures influence decisions, actions, and activities within a program. Procedures are the methods to express policies in operations of the organization. Together, policies and procedures ensure projects produce desired outcomes. In this webinar, programs understand how to create a Policy and Procedures Manual that articulates the project's method of operation and organizes information for on-boarding new staff and preparing for site visits.

Annual Performance Reports (APR)
Though the live Annual Performance Reports (APR) webinars have already passed, COE has each recording for purchase. If interested, please contact Neda Wickson at ( to discuss payment. All webinar recordings will be available until submission deadlines for all the APRs that have passed.


August Onboarding — (Tuesday, Wednesday and Thursday, August 24, 25 and 26) 11:00 a.m. to 3:00 p.m. ET. (each day). — Hit the ground running with three modes of learning. Participants can register for either just one webinar in the series or all four parts. Once registered, selection and participation of online course learning can begin immediately. Cost is $350 per session, depending on Membership status.

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

For more information about the Onboarding Orientation and Professional Development trainings, please click here.

Compliance Assessment & Technical Assistance

Interested in learning about the Council for Opportunity in Education's compliance assessment and technical assistance services? Click here to find more information.

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!