Best Practices for Disclosure of Financial Relationships in Educational Events

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Ensuring transparency in educational events by disclosing financial relationships is crucial. This involves highlighting relevant financial relationships of planners, speakers, and others involved, and stating whether they have been mitigated. Examples and templates for disclosures are provided, guiding presenters on how to communicate these relationships effectively to participants.


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  1. 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, 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 relationship: 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 relationship: 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 the relevant financial relationships listed for these individuals have been mitigated.

  2. Disclosure of Financial Relationships (Insert name), faculty for this educational event, has no relevant financial relationships with ineligible companies to disclose.

  3. Disclosure of Financial Relationships None of the planners or faculty for this educational activity have relevant financial relationships to disclose with ineligible companies.

  4. Disclosure of Financial Relationships (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 for this educational activity have relevant financial relationships to disclose with ineligible companies.

  5. Disclosure of Financial Relationships (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 for this educational activity have relevant financial relationships to disclose with ineligible companies.

  6. Disclosure of Financial Relationships (Insert name), faculty for this educational event, owns stock in (insert company). All the relevant financial relationships have been mitigated. None of the planners for this educational activity have relevant financial relationships to disclose with ineligible companies.

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