Professional Development

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Priority 4 — Financial Aid, Financial Literacy and Admissions
Tuesday, April 6 to Thursday, April 8, 2021
11:00 a.m. - 6:00 p.m. (ET) each day
Funded by the U.S. Department of Education , this training increases knowledge and skills in: 1) Financial and Economic Literacy, 2) Transfer Services and College Selection, 3) Admissions for Precollege, Undergraduate, and Graduate Students, 4) Technological Tools to Increase Participation, 5) Services for Adults and Veterans; and 6) Building Relationships with Key Aid Administrators. Each day includes two one hour breaks.
Each day will begin at 11:00 a.m. and end by 5:30 p.m. ET, with at least two 30-minute breaks each day.
This is a TRIO federally funded grant which requires reporting attendance to the U.S. Department of Education through the Annual Performance Report (APR). Therefore, daily attendance is mandatory, and will be monitored. Due to the limit to only participate in one P4 training per academic year, data will be collected and reported on those that register but do not attend to both the program supervisor and U.S. Department of Education.

Legislation and Regulations
Wednesday, April 14, and Thursday, April 15, 2021
11:00 a.m. - 2:30 p.m. and 4:30 p.m. - 6:30 p.m. ET (both days)
Target Audience — Talent Search, UB and UB Math/Science
Wednesday, April 21, and Thursday, April 22, 2021
11:00 a.m. - 2:30 p.m. and 4:30 p.m. - 6:30 p.m. ET (both days)
Target Audience — McNair and Student Support Services
Wednesday, April 28, and Thursday, April 29, 2021
11:00 a.m. - 2:30 p.m. and 4:30 p.m. - 6:30 p.m. ET (both days)
Target Audience — EOC and Veterans Upward Bound
$400.00 for Members, $800.00 for Non-Members

This virtual professional development assists TRIO directors and staff in learning the legislation and regulations guiding their programs. COE discusses the legislation, TRIO-specific regulations, the Education Department Guidelines (EDGAR) and OMB Uniform Cost Circulars, and revising your budgets. For seasoned professionals, COE analyzes reporting and evaluation. For new professionals, COE assists on working with your program specialist. This training includes policies and regulations that have been implemented during COVID-19.

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.

(March 29 — April 7) Components of an Effective Upward Bound Project’s Operational Plan. This course reviews the ten criteria in the Plan of Operation as well as re-thinking their entire design of their project. Participants will review research studies as well as best practices in program design. How do you incorporate technology in your design? 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, and records management. FacultyLucy Jones, Arkansas.

(April 5-14) Structuring Service for a Student Support Services Program. You are in the fourth month of your Student Support Services grant. Whether you are a new program or continuation program, you and your team have begun implementing a curriculum. Some activities may be working better than others. This course is designed to help you think through how to structure your Student Support Services program which includes implementation of the required services (and others you said you would do), incorporating technology that make sense, assessment of your program and tracking your students along the way. FacultyCaren Fernandez, Woodland Community College and Alison Grendahl, University of Wyoming.

(April 19-28) 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.

(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.

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!

Risk Management Series for TRIO Programs
Thursday, January 14, 2021
3:00 p.m. - 4:15 p.m. (ET)
TRIO and Risk Management (TRM): The Fundamentals
Creating a baseline of knowledge, this session will expose participants to the various categories of risk. Starting from the "why" participants will learn to look through key lenses to that can enhance all aspects of their TRIO program. By thinking about opportunities and risk through these lenses, in the end, your program will be stronger.
Thursday, February 11, 2021
3:00 p.m. - 4:15 p.m. (ET)
Developing the Risk Management Mindset
Understanding there are opportunities to evaluate and mitigate risk in every TRIO program, this webinar focuses on the "how." By outlining a five-step process of how to think about managing risk, participants will leave this session with tangible next steps to improve their program and practices.
Thursday, March 11, 2021
11:00 a.m. - 12:15 p.m. (ET)
Working with Minors, Not Just for Pre-College Programs
Every TRIO program has opportunities to engage with students and children under the age of 18. Working with minors requires an additional level of oversight and program development to ensure participant and program safety Participants will learn about the most effective risk management strategies for creating safe environments for minors and program staff.
Tuesday, April 13, 2021
3:00 p.m. - 4:15 p.m. (ET)
10 Areas of Risk for TRIO Programs and How to Mitigate Them
This session demonstrates where best practices come from and why we use them. Participants in this webinar will learn about other areas of programming (think: trips, home visits, shared programming, etc.) that can be improved when planned through a risk management lens.
$350.00 for Members, $700.00 for Non-Members

This four-part TRM series helps TRIO professionals learn about risk management in the context of college access and success programming. Each session challenges participants to think beyond compliance and support the development of effective risk assessment practices. Register for all four sessions and receive a 25% discount!

Connect, Discuss, and Learn with COE
Monday, April 19, 2021
11:00 a.m. - 12:15 p.m. (ET)
Monday, April 19, 2021
3:00 p.m. - 4:15 p.m. (ET)
Target Audience — COLLEGE PROGRAMS
Tuesday, April 20, 2021
11:00 a.m. - 12:15 p.m. (ET)
Target Audience — COLLEGE PROGRAMS
Tuesday, April 20, 2021
3:00 p.m. - 4:15 p.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 (

Beyond Surviving — Thrive Through Wellness Practice
Tuesday, April 27, 2021
1:00 p.m. - 2:15 p.m. (ET)
This workshop provides participants with practices to improve individual and community wellness. Talent Search Director Diana Parra-Villasenor will share how the CSU, Chico Talent Search program implemented these strategies into its student programing.

Technology and Data in Action — Real World Applications from a TRIO Professional (Part 2 of 2)
Thursday, April 29, 2021
3:00 p.m. - 4:15 p.m. (ET)
Public education has dramatically changed in the last year. Through data driven decisions and the use of technology, TRIO professionals have worked to overcome these challenges. In this webinar, participants will learn more about the use of data and technology to support their students and program objectives from a tech savvy TRIO professional.

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.

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.


February Onboarding — (Tuesday and Thursday, February 23 and 25) 11:00 a.m. to 5:00 p.m. ET. (both days). — 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.

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!