How do we mitigate a planner’s financial relationships with ineligible companies?

Institute a process and documentation to demonstrate that the planning team took efforts to screen the planner’s decisions and contributions for bias.  This might include:

  • Directing a colleague with no financial relationships to check the planner’s work for bias
  • Limiting the planner’s role (e.g., they focus on educational design but do not participate in faculty selection)
  • Removing the planner from their role and replacing them with a qualified individual

In all cases, ensure you document the process so that you can reference it for annual reporting, record retention, and potential audit/reaccreditation purposes.

compass

Weekly Compliance Tip

When listing the credit designation for our regularly scheduled series (RSS), do we list the cumulative credit value of the whole series?

List the credit amount for one session … More >

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