The information below will cover the following topics: (None are required until the CE application has received provisional approval)

Disclosure of Financial Relationships

  • To protect the learning environment from industry influence, all activity faculty members must complete a disclosure of financial relationships form. Faculty members will state whether they have any financial relationships with an ineligible company in the past 24 months. An ineligible company is one whose primary business is producing, marketing, selling, re‐selling, or distributing healthcare products used by or on patients. Click here to see specific examples of ineligible companies.

  • The ACCME and ACPE Standards for Integrity and Independence require that we disqualify individuals who refuse to provide this information from involvement in the planning and implementation of accredited continuing education
  • If faculty are added/changed after the application has been approved, please alert the CE office at least 1 week prior to the activity and have them complete the online disclosure of financial relationships form. 
  • To access the disclosure form faculty must login to their profile on the CE Learning Platform.

Event Marketing and Registration

All marketing materials must be reviewed and approved by the CE department prior to printing and distribution. No mention of CE credits can be made until official application approval has been provided by the CE department. Refer to our guidelines for promoting CE  PDF icon Guidelines for Promoting Accredited Continuing Education.pdf

CE Flyer Template: Choose from one of the two templates included in the document below. 

File Midwest JA flyer template.docx

** If you intend on sending out an invite via Outlook or Teams, just be sure to include the flyer as an attachment.

Clinical Content Review & Validation Form

  • This is an online form where an individual familiar with the subject matter (preferably the Activity Director) reviews all presentational materials (ex. PowerPoint presentations) and completes one of these online forms for each speaker/presentation prior to the activity.
  • The purpose of this form is to help ensure that educational content is fair and balanced, and that any clinical content presented supports safe, effective patient care.
  • Completion is not required for case-based discussions, only presentation/lecture materials.
  • Here’s the link to the form:  Clinical Content Review & Validation Form
  • For activities with multiple speakers activity directors can elect to complete all clinical content validation forms inside a single Excel document and submit them all at once, rather than submitting a separate form for each presentation. File Clinical Content Review-Multiple Faculty.xlsx
  • PDF icon Guidance on Reviewing and Completing Clinical Content Review and Validation Forms.pdf

Speaker Compensation/Honorarium Process (If applicable)

  • If any of the activity’s speakers will be receiving any compensation/honoraria or travel reimbursement of any kind, please complete the following steps:
    • For Advocate Health employed or affiliated speakers:
      • Submit an SBAR to the APCC requesting approval to compensate the physician for speaking at the symposium. Please do this at least a month prior to the activity to ensure the physician compensation team responds in time. The SBAR form can be found at:
        • This only applies to physicians employed or aligned/affiliated with Advocate Aurora Health.
        • Compliance with this process is solely the responsibility of the activity planning team.
        • Do not guarantee honorarium until it is approved by physician compensation.
    • Outside, non-affiliated speakers:
      • Have the speaker receiving compensation complete a presenter services agreement and send it to the CE office. The required areas are highlighted in yellow.
        Click here to access the document:  File AAH Presenter Services Agreement.docx

Commercial Support: Grants and Exhibits (If applicable)

The CE office must review and sign all grant letters of agreement prior to the activity occurring. An exhibitor agreement is required from all exhibitors.

Internet Enduring Activities or Recorded Live Activities Only

  • Resources:
    • Please have each speaker provide a "resources" page for their presentation(s) in MLA format.
    • Access to appropriate bibliographic sources allows for further study of content.
    • This information is required in order for the activity to be published.
  • Speaker Authorization Form: To be completed by all those speaking during the activity.
    • Click here to view the form
  • For Recorded Live Content to be Eligible for CME Accreditation: Special requests to accredit and post recorded content can be submitted to analyst/director and will be reviewed by the CME Physician Liaison and System VP Chief Academic Officer.  This is to determine if CME Office should use resources to post the content. The Planner needs to submit the following:
    • Rationale for accrediting recorded content
    • Target audience
    • Duration (how long) is the recorded content
    • Plan for promoting availability of recorded content
    • How does the content support the goals and priorities of AAH?
    • Recorded content can be posted on a SharePoint site for learners to view after the live content without credit.
    • Content can only be posted on one platform.  Either on a SharePoint without CME credit or CE Learning Platform for CME credit.
    • Recorded content can only be recorded on Microsoft Teams per AAH policy.