AOE Compliance Connection

AOE’s monthly newsletter that offers accreditation board bulletins for the ACCME, ACPE, and ANCC, along with updates on the Physician Payments Sunshine Act, highlights of AOE services, and information on upcoming activities and educational opportunities.

AOE Compliance Connection – May 2018 Newsletter

Welcome to the May edition of Compliance Connection, AOE’s monthly newsletter! 

We continually work to keep our partners and CME/CE stakeholders up to date with the latest CME/CE news along with the most recent activity of the ACME, ACPE, and ANCC.  This publication is one of the ways we do that – and we know you’ll benefit from the information and direction inside.

This month, along with accreditation board bulletins, you’ll find information regarding the ACCME’s New Strategic Goals, an AOE photo opportunity at a black tie event, and helpful information about managing live conferences!

For even more information, compliance tips and a look at the staff at AOE, please visit our webpage or reach out to us at


CME in the News: ACCME’s New Strategic Goals

Last month, the ACCME Board of Directors, leadership and staff members participated in a strategic planning session to document and share their vision for the future.  The product of this strategy session is The ACCME Strategic Plan 2018-2021: Transforming Education to Improve Health, a document available for download here.  This brief report includes stakeholder interviews that lend insight and perspective, opportunities and challenges faced by the CME community, and a review of the ACCME trajectory thus far, including their recent initiatives and priorities.  

The report isolates six strategic goals:

  1. Augment Awareness of CME’s Value
  2. Assure Accreditation Quality and Equivalency
  3. Accelerate the Evolution of CME
  4. Assist CME Educators
  5. Advance Data Systems
  6. Advocate for CME Scholarship

To read more about each goal, download the brief report here.


What You Need to Know About: Managing Live Conferences

Single or multi-day CME/CE conferences take significant planning and preparation to ensure compliance both in the front-end planning and day-of logistics. Further, it takes coordination both on the CME/CE side and on the meeting planning and logistics side. This often requires clear communication and collaboration between different stakeholders. AOE Consulting is well versed at managing and staffing live conferences. Here are some of our top tips:

  • Create a Roles & Responsibilities Chart: Outline all actions that need to happen each day of the conference. Be as detailed as possible. Examples include: “place sign at entrance to meeting room,” “set up registration desk 10 minutes early,” “complete on-site monitoring for 2:00 PM presentation.” Outlining everything that must take place ensures that actions are not overlooked and can help influence on-site staffing for the activity.
  • Ensure Appropriate Staffing: Based on the length and scope of the conference, build an appropriate on-site staffing plan. In developing the staffing plan, consider the number of registrants, whether there is an exhibit hall and the day-to-day actions. Certain days may require more individuals than others.
  • Designate a Point-of-Contact for Faculty/Presenters: Faculty/Presenters often have last minute inquiries and almost always have an updated version of their presentation to upload to AV. It is helpful to have a designated staff member to manage speaker interactions and/or a dedicated space for speakers to visit to upload their presentation and ask any questions. 
  • Send Reminders in Advance: Sending brief reminders to both activity registrants and activity faculty/presenters reinforces key information and can help prevent unnecessary inquiries. The key is to avoid over-e-mailing these stakeholder groups. Plan to send one final reminder e-mail to each group the day before the activity.
  • On-Site Launch: Plan a brief huddle with your on-site team to officially launch the activity. Recap important information and roles/responsibilities and address any final questions your team might have. 

If your organization is looking to outsource meeting planning and logistics for your conference or needs help managing CME/CE compliance on-site, e-mail AOE at We’d love to hear more about your CME/CE activity!


AOE in Black Tie: Annual CDU Gala

AOE Consulting strives to demonstrate value outside the scope of CME/CE by engaging the community in unique ways. This past month, for the third year in a row, AOE supported the Annual Legacy Leaders Spring Gala hosted by Charles R. Drew University of Medicine and Science (CDU). Managing Director, Annika Borvansky, and Program Manager, Sarah Porter, attended the gala in support of the university and its mission to “…[cultivate] diverse health professional leaders who are dedicated to social justice and health equity for underserved populations through outstanding education, research, clinical service, and community engagement.” 

This year’s gala honored Loretta Jones, MA, ThD, for her long-term service to the community in addressing health disparities. 

The gala raised nearly $130,000 to support CDU’s student scholarships and pipeline programs.


Accreditation Board Bulletin


The word “interprofessional” may be a recent buzzword in healthcare, but how many providers know what it means?  More importantly, is your CME team poised to create interprofessional continuing education?

The ACCME defines interprofessional education as education that is planned “by the team for the team.”  As part of the Menu of New Criteria for Accreditation with Commendation, Criterion 23 (C23) rewards interprofessional continuing education (IPCE), where team members from at least two professions are included as planners and faculty of the activity.    

“Interdisciplinary” is not synonymous with “interprofessional.”  Interdisciplinary refers to multiple specialties – for example, oncologist, internist and cardiologist.  For C23, CME providers are challenged to include multiple professions in their CME planning, execution and evaluation – not multiple disciplines of medicine.  Successful implementation of interprofessional education occurs when team members learn with, from and about each other, in turn enabling effective collaboration among members of the healthcare team and improved health outcomes.

Other ACCME News:

The American Board of Internal Medicine (ABIM) introduced a new tool to assist CME providers and learners search for ABIM IDs by learner name or NPI number.  Providers should update language within existing activities, websites or promotional material to point learners to the new tool, 


Providing continuing nursing education (CNE) activities involves requirements that accredited providers must deliver to learners.  Among these requirements is the need for providers to develop and award certificates or documentation of completion to participants that successfully complete a CNE activity.

To be in compliance with ANCC standards, the certificate or document of completion must include:

  • Title and date of the educational activity
  • Name and address of the provider of the educational activity (web address is acceptable)
  • Number of contact hours awarded
  • ANCC Accreditation statement
  • Participant name

Along with the need for documentation of completion to learners, the ANCC requires accredited providers convey certain information to learners prior to engagement in a CNE activity.  The information required includes:

  • Accreditation statement for the provider responsible for the activity
  • Criteria that will be used to award contact hours, including but not limited to:
    • Actual time spent in the activity, and the required attendance time at the activity
    • Successful completion of post-test
    • Completed evaluation form, and/or return demonstration
  • Presence/absence of conflicts of interest for all individuals in a position to control content
    • For relevant relationships, the name of the individual, name of commercial interest, and nature of relationship the individual has with the commercial interest, must be provided
    • If no relevant relationship exists, learners must be informed that “no conflict of interest exists for any individual in a position to control the content of the educational activity”
  • Other information required (if applicable):
    • Commercial support disclosure
    • Expiration of enduring materials
    • Joint providership

The above information may NOT be located or occur at the end of the CNE activity.  For live events, the above information must be provided prior to initiation of educational content; and in enduring materials, the information must be visible to the learner prior to the start of educational content.


As your team plans and designs a CPE activity, it is important to know what the ACPE expects of providers.  When it comes to awarding credit, the ACPE has some unique requirements that we’ll briefly review below.  

Each provider is expected to upload activity and pharmacist participant information online via CPE Monitor®, a collaborative service from the ACPE and the NABP, the National Association of Boards of Pharmacy.  This tool creates a direct link for sending CPE data from ACPE-accredited providers to ACPE and then to NABP, ensuring that all reported CPE units are officially verified by ACPE-accredited providers.

For non-pharmacist learners, the provider is required to give evidence to each learner, in the form of a statement of credit within 60 days of participation in the CPE activity.

Each statement of credit for non-pharmacist learners must include the following items:  

  • The name of the learner,
  • The title and date(s) of the activity,  
  • Type of activity: knowledge, application, practice,  
  • The appropriate target audience designation (“P” or “T”)
  • The accredited party providing or joint providing the activity,
  • The official ACPE logo,  
  • The amount of credit awarded,  
  • The assigned ACPE Universal Activity Number,  
  • The date the CPE Administrator signed the original statement of credit (either hand-written or electronically generated).  

If Providers do not submit activity and participant information online via CPE Monitor®, the provider could be placed on administrative warning or probation.  

To read more about this or other policies, you can find the entire Policies and Procedure manual available for download here.  

Upcoming Activities/Education Opportunities

  • Beginner CME for MOC: Ask Your Questions Webinar
    May 22, 2018, online
  • American Association of Nurse Practitioners
    June 26-July 1, 2018, Denver, CO
  • ANCC CNE Symposium
    July 16-17, 2018, Lake Buena Vista, FL
  • Advanced CME for MOC: Ask Your Questions Webinar
    July 17, 2018, 2018, online
  • Association for Nursing Professional Development (ANPD)
    July 17-20, 2018, Lake Buena Vista, FL
  • Joint Accreditation Leadership Summit: IPCE Works! Identifying Measures of Success and Evaluating Our Impact
    July 29, 2018, Minneapolis, MN
  • ACCME Accreditation Workshop
    August 1-3, 2018, Chicago, IL


CME Watch

AOE’s video blog that provides updates on the CME/CE industry. AOE’s Managing Director Annika Gill gives insights on CME/CE current events and best practices.

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Weekly Compliance Tip

According to C23, is interprofessional continuing education (IPCE) the same as multidisciplinary education?

No – they are not the same thing.  Multidisciplinary…

More >


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AOE Consulting, LLC
8156-E S. Wadsworth Blvd.
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Littleton, CO 80128