Can I include an owner or employee of an ineligible company in the planning portion of my CE activity?

Standard 3 is dedicated to the identification, mitigation, and disclosure of relevant financial relationships.  It addresses the topic of owners/employees of ineligible companies directly: “These individuals must be excluded from controlling content or participating as planners or faculty in accredited education.”  There are three exceptions, however, in which it would be allowed:

1. When the activity content isn’t related to the ineligible company (business lines/products)
2. When the activity content doesn’t make care recommendations (is solely focused on basic science research)
3. When the individuals in question are participating as technicians teaching medical device safety, not recommending when a device should be used.

(Standard 3: Identify, Mitigate, and Disclose Relevant Financial Relationships)