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 planning 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. . The same goes for speakers for grand rounds, once a speaker is scheduled, please inform your CE office contact ASAP, no later than 1 week prior to the session and have them complete the disclosure form.

Event Marketing and Registration

All marketing materials must be reviewed and approved by the CE office 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 Templates:

** 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 in each session 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 (case conferences), unless there is an additional presentation/lecture that is part of the activity as well.
  • 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

Speaker Compensation/Honorarium Process

  • If any of the activity’s speakers will be receiving any compensation/honoraria or travel reimbursement of any kind, please complete the following steps:
    • 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.
    • 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)

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.