TRIO & GEAR UP: An Explanation Of Current Federal Guidelines, Regulations & Fiscal Policies

On-Demand Training

$ 425.00

The registration fee includes institutional access to the recording for one year.
Register by fax or mail

What do the regs say? Who is EDGAR? OMB says this, but my program officer said that! The staff and administrators in TRIO and GEAR UP programs have the distinct challenge of having to adhere to federal guidelines, legislation, regulation, OMB circulars, and the rules and regulations from their institution or organization. This webinar is designed to assist members of the TRIO and GEAR UP community navigate the many levels of adherence and responsibilities while also devising ways to make sure that all Is are dotted and Ts are crossed. Key issues such as priority of authority, legislation versus regulations and which circular do I follow will be addressed and the participants will be given the opportunity to share any trade secrets they have established in working within the boundaries of the many layers of accountability that we follow in serving as administrators of TRIO and GEAR UP programs.

  • Review the three critical compliance areas: TRIO and GEAR UP legislation, federal regulations, and the Office of Budget and Management Circular (OMB Circular)
  • Receive a brief overview of the key changes in the legislation and regulations after the reauthorization of the Higher Education Act in 2008
  • Examine their current compliance practices and discuss their institutions or organizations approach to key areas such as time and effort, documenting drawdowns, and budget reconciliation
  • Highlight the importance of the participants developing and sustaining their relationship with the Department of Education and their assigned program specialist
  • 2-year institutions & 4-year institutions
  • Academic Affairs/Instruction
  • Student Services/Affairs
  • Faculty (full and part-time)
  • Retention Specialist
  • TRIO & Gear Up Coordinators
  • Grant Administrators

"We must integrate the work we do in TRIO and EOP programs into the mission and vision of the institutions and organization that host us. We must get off of the TRIO/EOP Island and work collaboratively with those departments and other organizations/associations that share our purpose and passion. As Benjamin Franklin stated, We must, indeed, all hang together or, most assuredly, we shall all hang separately."

Trent Ball currently serves as the Associate Dean of Students and Director of Student Retention at Southeast Missouri State University and provides leadership and management of the Academic Support Centers. Mr. Ball is the Board Chair-Elect for the Council for Opportunity in Education (COE) The Council is dedicated to furthering the expansion of college opportunities for low-income, first-generation students, veterans and students with disabilities throughout the United States. Currently Mr. Ball serves on the Big Brothers Big Sisters of Eastern Missouri’s Education and Employment Council, The UNCF, Inc. St. Louis Leadership Advisory Council and is working with St. Louis Graduates and The St. Louis Regional Chamber on their new Lumina Foundation projects. He has presented numerous programs at the local, state, regional, and national level and has 20 years of professional experience working in Higher Education.

"TRIO and EOP programs are fully functioning offices within our institutions or organizations. We have a much larger impact than just the students we serve. It is our responsibility as staff to advocate and promote our students and our programs. We want to be seen as an integral part of our services and to illuminate their importance."

Valdis Zalite currently serves as the Director of the TRIO/Student Support Services Program at Southeast Missouri State University and supervises the MO Department of Education Default Prevention Grant Program at Southeast. Mr. Zalite is a key player in the collaborative efforts and programming of the Academic Support Centers at the University and serves on campus wide committees addressing diversity, retention and academic affairs related issues. Mr. Zalite is serving as Immediate Past President of the tri-state (Missouri-Kansas-Nebraska/MKN) chapter of the Mid-America Association of Educational Opportunity Program Personnel (MAEOPP) for TRIO and Educational Opportunity Program professionals and serves as the chair of the Finance Committee for MAEOPP. He has presented at the local, state, regional and national level and is completing his tenth year working professionally in Higher Education.

What is a live webinar?

A live webinar is an interactive online training. Participants can communicate with the presenter(s) during the event via a live chat feature.

What is an on-demand webinar and how do I get access?

An on-demand training is a previously recorded webinar available online for faculty and staff to access anytime, anywhere. You can register for on-demand trainings at any time. You typically receive a link to the recording and handouts within 24 hours of registration.

How long are the webinars?

Webinars can be 30, 45, 60, 90 or 120 minutes. Please check the webinar page for the exact timeframe.

How do I register?

You can register online by adding the product to your shopping cart. You can also register by fax, email (, or mail by completing the paper-based registration form. The paper-based registration form is unique to each webinar and is available on each product page.

How do I request accommodations?

For captioning, please contact us 7 days in advance. 303.955.0415 or

When do I register?

You can register at any time, even the morning of the live event. If the live event has occurred, you can purchase the on-demand training (recording) of the session. You can register for on-demand trainings at any time.

What is the process for attending a live event?

The process is as follows:

  • We email participants login instructions approximately 1 week prior to the live event.
  • We email participants a link to the PowerPoint (.pdf) and any additional handouts approximately 1-2 days prior to the live event. Participants can make copies for attendees if desired.
  • We give a courtesy reminder call the day before the live event.
  • On the day of the live event, participants can login 30 minutes prior to the start time. Once logged in, participants can see the PowerPoint slides, ask questions, and make comments via the chat feature.
  • We email participants a link to the recording the Monday following the live event.
Is there a recording available? And how long is the recording good for?

Approximately one week after the conclusion of the live webinar, participants will receive a link to the recording which can be forwarded to all faculty and staff for viewing anytime, anywhere. The recording is a campus access license and is available for one year from the date of the live event.

What are the technical requirements?

Innovative Educators uses WebEx as its web conferencing provider. If you have not previously attended a WebEx event, please Join a Test Meeting to make sure your computer is compatible with WebEx. Be sure to complete this test prior to the live event. System Requirements - Webex System Requirements

What equipment is required?

For individual or small group viewing, a computer with a reliable Internet connection and audio capabilities are all that’s needed. For large group presentations, we recommend a computer with a reliable Internet connection and speakers, as well as an LCD projector. Participants can call in via phone if they are having trouble retrieving the audio over the computer. Please be sure to reserve a meeting room prior to the live event that can accommodate these requirements as well as your attendees. You should reserve the room 30 minutes prior to the webinar start time and you may want to allow at least 15-30 minutes after the webinar for discussion.

How much does a live webinar or on-demand training cost?

1 Training (Live Webinar or On-Demand Training) - $425 Unlimited connections, campus-wide access license to the recording for one year.

Package Pricing

  • 2 Trainings - $645 Unlimited connections, recording for one year (campus-wide access)
  • 3 Trainings - $900 Unlimited connections, recording for one year (campus-wide access)
  • 6 Trainings - $1500 Unlimited connections, recording for one year (campus-wide access)
What type of payment do you accept?

You may pay with a credit card (MasterCard or Visa), PO, check, or electronic transfer of funds. You can email us (, call 303-955-0415 or fax 1.866.508.0860.

Where do I send payment?

Please mail checks and POs to our mailing address:
Innovative Educators
3277 Carbon Place
Boulder, CO 80301

What is your cancellation policy?

Below is a breakdown of our cancellation policy.

  • 30 days prior: Full refund
  • 14 days prior: $100 processing fee
  • Fewer than 14 days: Credit toward another IE event. Please note that registration for the live webinar includes access to the recording which you can share, as it is a campus access license. We email the recording the Monday following the live event. For questions, please email us or call 303.955.0415.
What are the benefits of online training?

Cost-Effective: No travel required. Online Training is an innovative way to provide your entire faculty and staff with a variety of professional development opportunities for one low price! The more you train the more you save, as the registration fee is per institution, not per person.

Easy: You will receive a detailed list of instructions via email. If you run into any problems, we're always here to help.

Practical: Our training sessions focus on the most critical and relevant issues facing educators today. Our primary goal is to provide participants with the information, training, and skills necessary to immediately implement positive change at their institutions.

Top-Notch Presenters: Our presenters are subject matter experts and recognized in their field.

Value Added: When you purchase an online training, you also receive a campus-wide access license to the recording for one year. Faculty and staff can access it as often as they like from any location.

Satisfaction Guaranteed: Our online training is 100% guaranteed. If you are not satisfied, we will give you a credit for a future webinar or on-demand training of your choice (of equal or lesser value).

How can we use these trainings?

Flexible Training:

  • Live: Promote and attend a live webinar and debrief immediately following.
  • Hybrid: Distribute the recording to all faculty and staff at the beginning of each month and plan a discussion session at the end of the month to determine how you will implement the strategies presented.
  • On-Demand: Distribute the recording to faculty and staff so they can watch anytime, anywhere.

In-Service Training: Plan an in-service around a live webinar or schedule a day and time to show the recording in a lecture hall or large conference room and invite faculty and staff to brainstorm and discuss implications for your institution.

Online Faculty and Staff Learning Communities: Distribute the recording to faculty and staff so they can watch anytime, anywhere.

Staff Recognition: Develop a program around the webinar with monthly themes and recognize the staff members that implement the best idea related to the theme.

Team-Building: Utilize these trainings to develop cross-functional and cross-discipline teams to foster collegiality.

New Employee Training: Include the online training as part of your new employee training program to ensure consistency.

Implementation and Follow-Up: Use the guide and evaluation materials provided by Innovative Educators to plan, implement, and track your progress.