Comprehensive Disclosure Guidelines for CE Presentations

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Ensure proper disclosure in CE presentations by using the provided templates for financial relationships, conflicts of interests, and off-label medication discussions. These guidelines cover disclosing ineligible companies, nature of financial relationships, and off-label medication use. Adhere to these guidelines to maintain transparency and trust with your audience.


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  1. Disclosure Slide Templates To be used for ALL presentations where CE offered for participation in the education Disclosures should be the first slide after title. You are also required to verbally disclose to the audience in a live presentation.

  2. Disclosure I have no actual or potential conflict of interest in relation to this program/presentation.

  3. Disclosures Disclose all relevant financial relationships to learners: Disclosure to learners must include each of the following: 1. The names of the ineligible companies with which you have relationships Ineligible companies are those whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients. 2. The nature of the financial relationships Examples of financial relationships include employee, researcher, consultant, advisor, speaker, independent contractor (including contracted research), royalties or patent beneficiary, executive role, and ownership interest. Individual stocks and stock options should be disclosed; diversified mutual funds do not need to be disclosed. Research funding from ineligible companies should be disclosed by the principal or named investigator even if that individual s institution receives the research grant and manages the funds.

  4. Disclosures I will be discussing off-label uses of the following medications: List Medications List Medications List Medications

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