Planning Forms and Tools

• Coming soon

Application

All applications must adhere to the minimum submission timelines. Late submissions may result in an additional application rush fee.

• Apply Now
• AOA Category 1-A Credit Application Attachment
• Budget – Seminar/Enduring Materials
• Budget – Regularly Scheduled Series
• Faculty List Template
• Agenda Template

Faculty

• Conflict of Interest Form
• Disclosure Online Instructions
• Faculty Compliance Standards
• Speaker Honorarium Process
• Speaker Letter Template - Regularly Scheduled Series
• Speaker Letter Template - Courses
• Test Item Writing Guidelines
• Tips for a Successful Presentation

Grants and Exhibits

The CME department must review and sign all grant letters of agreement prior to the activity occurring. All exhibit table offerings must be pre-approved by the CME department prior to soliciting exhibitors; an exhibitor agreement is required from all exhibitors.

• Educational Grant Letter of Agreement Template
• Exhibitor Agreement Template
• Helpful Hints for Exhibits
• Helpful Hints for Grants
• W-9 Form

Policies

• Accredited Continuing Education Policies
• Prevention of Commercial Bias in Accredited CE
• CME Regulatory Guidelines
• Physician Payment Sunshine Act
• CME Quick Reference Guide
• Michigan Board Continuing Education Requirements
• Licensing and Regulatory Affairs Resources for Planners

Event Marketing and Registration

All marketing materials must be reviewed and approved by the CME department prior to printing and distribution. No mention of CME credits can be made until official CME approval has been provided by the CME department.

• Requirements for CME/CE Marketing Materials
• OUWB School of Medicine Marketing Guidelines
• Beaumont Health Marketing Guidelines (only accessible from the Beaumont network)
• Guide to Registration Services
• Participant Information Import Spreadsheet Template

Additional Resources

• CE Competencies
• Writing Learning Objectives