7 Most Effective Tools for Implementing Requirement 3
1. Speaker Disclosure Form [DOC] (Sample)
This sample form includes a chart to collect possible financial and nonfinancial relationships from speakers/planners and a description of the process for discussing disclosures with speakers/planners. You can customize this form to send to your speakers or planners to get their full disclosure information for each course. The chart helps to suggest all possible relationships that should be disclosed so that speakers properly report.
2. Speaker Disclosures in Promotion Materials
This is an example of the format and language you should use in your promotional materials. This information also addresses where to place disclosures in promotional materials. Refer to this information when designing your course promotion pieces so they will meet the disclosure requirements for course registration.
3. Speaker Disclosure Slides for Presentations
This PowerPoint PDF provides sample formats and language for your speakers to use on their slides when announcing their disclosures at the beginning of courses. Refer your speakers to these slides prior to their presentations so that they understand what needs to be included in their slides for disclosure.
4. Content Disclosures in Promotion Materials
This statement is an example of the language and format to use in your promotion materials to disclose content focusing on one product or service. Refer to this link when designing your course promotion materials for courses covering hearing aids, AAC devices, or other specific products or services so they will meet the disclosure requirements for course registration.
5. Sample Content, Speaker Bios, and Speaker Disclosures
This webpage provides examples of CE courses with speaker bios and disclosure statements that illustrate how these speakers disclosed their financial and nonfinancial relationships to course content. This is a good tool to provide to speakers struggling to understand what relationships to disclose. It contains three examples that have many different kinds of relationships that are linked to the course content.
6. Definition of Financial Relationship(s)
This FAQ answer explains how a financial relationship is defined in Requirement 3 and how it might relate to course content. You can use this definition in your correspondence with course speakers or planners so they understand the proper meaning in relationship to their disclosures.
7. Definition of Nonfinancial Relationship(s)
This FAQ answer explains how a nonfinancial relationship is defined in Requirment 3 and how it might relate to course content. You can use this definition in your correspondence with course speakers or planners so they understand the proper meaning in relationship to their disclosures.