Effective Disclosure of Financial Relationships in Educational Events
Ensure transparency in educational events by appropriately disclosing financial relationships of individuals involved in content control. Familiarize yourself with examples of disclosures and their templates to maintain integrity and trust among participants.
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Presentation Transcript
Disclosure of Financial Relationships Disclosures for the presence or absence of relevant financial relationships must be made for all persons in control of content (planners, speakers, facilitators, content reviewers, and others) prior to participants engaging in the educational content. This is often done on the second slide of a presenter s slide show. Below are examples of what these disclosures look like and the wording that can be used. The following slides contain templates that can be shared with presenters to use in their presentations. Or you may wish to create your own slide for a presenter to use. If there are ARE relevant financial relationships: Disclose the name(s) of the individuals, name of the ineligible company(ies) with which they have a relevant financial relationship(s), the nature of the relationship(s), and a statement that all relevant financial relationships have been mitigated. If there are NO relevant financial relationships: Inform the learners that planners, faculty, speaker, and others in control of content (either individually or as a group) have no financial relationships with ineligible companies. Examples: Dr. X, faculty for this educational event, has no relevant financial relationships with ineligible companies to disclose. Examples: Dr. Y, faculty for this educational event, is on the speaker s bureau for ABC Device Company. None of the planners for this educational activity have relevant financial relationships to disclose with ineligible companies. Dr. Z, planner for this educational event, has received a research grant from ABC Pharmaceuticals. All relevant financial relationships have been mitigated.
Disclosure of Relevant Financial Relationships For an Individual Speaker without Relationships (Insert name), faculty for this educational event, has no relevant financial relationships with ineligible companies to disclose.
Disclosure of Relevant Financial Relationships For an Individual Speaker with Relationships (Insert name), faculty for this educational event, is a (insert relationship) for (insert company). All relevant financial relationships have been mitigated.
Disclosure of Revelant Financial Relationships For All Individuals in Control of Content without Relationships None of the planners or faculty for this educational activity have relevant financial relationships to disclose with ineligible companies.
Disclosure of Relevant Financial Relationships for Individual with Relationship and All Others in Control of Content (Insert name), faculty for this educational event, is a (insert relationship) for (insert company). All the relevant financial relationships have been mitigated. None of the planners or other speakers for this educational activity have relevant financial relationships to disclose with ineligible companies.
Disclosure of Relevant Financial Relationships for a Grant Recipient and All Others in Control of Content (Insert name), faculty for this educational event, has received a grant from (insert company). All the relevant financial relationships have been mitigated. None of the planners or other speakers for this educational activity have relevant financial relationships to disclose with ineligible companies.
Disclosure of Relevant Financial Relationships for a Stock Owner and All Others in Control of Content (Insert name), faculty for this educational event, owns stock in (insert company). All the relevant financial relationships have been mitigated. None of the planners or other speakers for this educational activity have relevant financial relationships to disclose with ineligible companies.
Disclosure of Relevant Financial Relationships for a Speaker and Planner with Relationships and All Others in Control of Content (Insert name), faculty for this educational event, is a (insert relationship) for (insert company). (Insert name), planner for this educational event, is a (insert relationship) for (insert company). All the relevant financial relationships have been mitigated. None of the other planners or speakers for this educational activity have relevant financial relationships to disclose with ineligible companies.
