Effective 3-Step Disclosure Process for Live Programs
This sample template outlines a 3-step disclosure process for live programs, empowering participants to assess disclosed relationships and management strategies. The process enhances transparency without replacing required sponsor acknowledgments. It includes faculty/presenter disclosures, financial support information, and mitigation strategies for potential biases.
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3-Step Disclosure Slides Sample This is a sample template for the 3-step disclosure process for live programs. This process allows participants to make their own judgements about the identified relationships and management strategies. This does not does not replace the required sponsor acknowledgements in the written program materials. At the start of the program, the facilitators/chairs must present the 3-step disclosure declaration. For programs with multiple sessions/speakers, the information about the program sponsors must be presented once at the start of the conference. Speakers need only present their own relationships, or lack thereof. Scientific planning committees must take ownership of the content of these disclosure slides/steps to the same extent they do for the content of the rest of educational program. A copy of the program s disclosure slides template must be submitted with the accreditation application. If you choose to use this template, please edit the slides carefully please edit the slides carefully. (This slide must be removed.) For additional information, please see the CFPC s Quick Tips: Identification and Management of Conflicts of Interest and Transparency to Learners.
Step 1 Faculty/Presenter Disclosure Faculty/speaker s name: [insert name] Relationships with financial sponsors: Any direct financial relationships, including receipt of honoraria: [insert org names] Membership on advisory boards or speakers bureaus: [insert org names] Patents for drugs or devices: [insert org names] Other financial relationships/investments: [insert org names]
Step 2 Disclosure of Financial Support This program has received financial support from [organization name] in the form of [describe support here e.g., an educational grant]. This program has received in-kind support from [organization name] in the form of [describe support here e.g., logistical support]. Potential for conflict(s) of interest: [Speaker/Faculty name] has received [payment/funding, etc.] from [organization supporting this program and/or product(s) are being discussed in this program (do not list the products)]. [Supporting organization name] [developed/licenses/distributes/ benefits from the sale of, etc.] a product that will be discussed in this program. and/or organization whose
Step 3 Mitigating Potential Bias [Explain how potential sources of bias identified in steps 1 and 2 have been mitigated. Refer to the Quick Tips document for details.]
