Is it necessary to collect financial disclosures from our staff annually?
Accredited providers must collect disclosures for all individuals in control of content. If your staff members are considered planners or "individuals in control of content" for accredited CE activities, then you must collect their disclosure information. Collecting disclosures annually is a best practice, however, collection of disclosure information must be done prior to an accredited CE activity.
We're a small team - can an individual serve as both a planner and content developer for our accredited CE activity?
Yes (this is common), but make sure you have disclosures and mitigation strategies prepared for each respective role. Faculty members who have relevant financial relationships with ineligible companies will require different processes to mitigate their roles as planners (e.g., peer review of their planning decisions) and content developers (e.g., an independent content review by a trained reviewer).
