1.Tools for Activity Planning/Approval

2.Tools for Speaker Management

3.CME and CE Policies

Chairs and Faculty: Join the Age of Virtual CME!
Inside the Engine  |  Video: "Why It Matters"  |  Reserve a Virtual CME Date

CME Activity Approval Application   
Required for Symposia, Webinars, Self-Paced courses, and Hands-On Workshops to recieve CME credit recognition (Process Guide is HERE)

Pre-Planning Disclosure Form
(REQUIRED for all Planners, Field Agents and Administrators)

Disclosure Analysis Sheet for Planning Teams
Conflicted planners must recuse or manage conflicts in disclosed relationships

Nurse Education Planning Table
Required for Nursing CEUs on any activity ("how to" guide)

Regularly Scheduled CME Series(RSS)  Approval
Required for series to recieve CME credit recognition (Process Guide is HERE)

Content Validation Forms and Policy
Activity Director must validate CME Content

Conflict of Interest Resolution Forms
Activity Director must resolve Speaker's Conflict of Interests

Interprofessional Continuing Education (IPCE) for Clinical Professions
List of Professions we can award credit

Disclosure Form for Speakers
All speakers must disclose 7 days prior to speaking

CME Instructor Disclosure/Presentation Slide Template
Includes updated branding + Disclosure

CME Instructor (Internal/Guest) Forms
Submit forms 21 days before activity:
•  Instructor Expectation Agreement
•  Upload Curriculum Vitae(CV), bio, headshot
•  Provide Learning Objectives & Methods
•  Assign Speaker a Quiz-Writing Task
    ( https://bit.ly/37m0bzS )
•  Travel Needs Form
•  Send us your W-9 or W-8 BEN form
•  AudioVisual needs
•  Consent for recording
•  Upload Your Presentation Materials

Faculty Tip Sheet for Online Teaching
(Jeannine Nonaillada PhD)

How to “Virtualize” your CME series for the Web
(Rob Martin, MBA, CHCP, CPHIMS)

Guides from MCIT at NYU

• Quick-Start: Scheduling and Joining Webex Meetings
• WebEx Etiquette – Do’s and Don’ts When Dialing In

ACCME Standards for Commercial Support

Policy on CME Content Validation

ACCME Accreditation Requirements

To offer ANCC Nursing Contact Hours:
Please download and complete the required nurse planner forms below You will upload your completed Approved Provider Activity Planning Form with the Activity Proposal, to be reviewed by Primary Nurse Planner (PNP) Alice Nash, PhD, who will review to determine if Nursing CE can be awarded.
Download the Nurse Planner Orientation Guide
Mandatory Forms to upload with Activity Submission
	• Approved Provider Activity Planning Form • Education Planning Table • Gap Analysis Worksheet
Mandatory Forms to provide to PNP after activity
	• Provider Verbal Disclosures Attestation • Summative Evaluation Sample • Activity File Check List
Forms if commercial support or a joint provider used
	• Commercial Support Agreement • Content Integrity Standards • Commercial Support /Sponsors Decision Tree Joint Provider Agreement
Helpful planning forms and resources
	• Evaluating Conflicts of Interest Flow Chart • Disclosure Template • Participant Evaluation Sample

4.Tools for CME Funding and Finance

5.Tools for CME Compliance and Audit

6. Tools for Assessment

2020 Changes to CME at Winthrop/NYU Long Island School of Medicine
Recent restrictions to CME operations due to COVID-19 pandemic

Budget Template for CME Projects
to be uploaded with your CME Kickoff request

CME Project Kickoff Request
Choose a funding model under which to engage the CME office services

CME/CE Accreditation Pricing
For activities occurring Sept 1, 2020-August 31, 2021

Joint Providership Policy
For organizations who co-sponsor CME(vendors not allowed)

Blank W-9 Form for Guest Speakers
US Speakers only

Blank BEN-8 form for non-US Speakers
for non-US speakers

Using the RSS dashboard to manage your CME Series
All your CME Compliance tools on one screen

E-attendance Setup for CME Series Coordinators
Pre-requisites for remote attendance taking

How Learners Claim Remote CME/CE Credit via E-Attendance - Mobile device setup for attendance

Attendance Processing in CloudCME (video | PDF)
Guidance for Coordinators to award CME Credit in the database
download the Template for 2021 CME Sessions Flyer

•    •E-sign-in slides to show at sessions

Operations Simple Checklist for CME Series (RSS)
Bulleted checklist of items

Operations Full Checklist for CME Series (RSS) 
Detailed workflows you can follow

Excel Attendance Import Template
(for bulk processing of CME session attendance)

Retrospective Practice Gap document
One attendee must complete after each session of M&M, Tumor Board, Case Conference, Journal Club and QI/QA review

Annual Strategic Planning/Budgeting for CPD/CME
Guidance for Chairs & Managers

Developing Quizzes and Assessments for “CME that counts for MOC”
A Resource Kit for CME Activity Directors and Instructors

Outcomes Assessment Strategies Summary
Templates for Outcomes Reporting for Grantors ( Word | Powerpoint1 |  Powerpoint2  )

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