CARE 101: Advising Documentation & Record Compliance (Monday, May 4, 2026 @3pm EST)

Description

Advising Documentation & Records Compliance is an essential training for TRIO professionals committed to protecting student privacy while strengthening program accountability. Participants will master APR documentation standards, apply FERPA confidentiality rules, and implement consistent case note and communication log formats that streamline reporting and support retention efforts. Grounded in federal records retention requirements (2 CFR 200.334) and TRIO compliance expectations, this hands-on session equips teams with practical templates, SOP tools, and sustainable documentation systems that safeguard funding, build trust, and ensure long-term program excellence.