A course is a live CME activity where the learner participates in person. A course is planned as an individual event.
Examples: annual meeting, live conference, workshop, dinner lecture, lunch and learn, seminar
View our course services.
The required forms and documentation will differ depending on whether or not you will be charging a registration fee, receiving grants, or receiving exhibit fees.
Required Documentation
Documentation to be submitted to the CME Office after it has been approved for credit:
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Submit prior to start of activity |  |
Submit after activity concludes |
| Will you be charging a registration fee OR receiving grants OR receiving exhibit fees? |
YES, I will be charging a registration fee OR receiving grants OR receiving exhibit fees. |
NO, I will NOT be charging a registration fee OR receiving grants OR receiving exhibit fees. |
| Budget (email Rasa for template) | |
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| Joint Providership Agreement (if applicable) | |
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| Final agenda | |
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| Final marketing piece (brochure, postcard, email, flyer etc.) | |
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| Disclosure Form for Speaker(s) | |
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| Speaker Letters | |
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| Proof of Disclosure Announcement | |
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| The evaluation form that you will be using | |
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| Letters of agreement for all grantors (if applicable) | |
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| Proof of Commercial Support acknowledgement (exhibitors and/or grantors as applicable) | |
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| Attendance/Sign In Sheet | |
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| Final Budget (email Rasa with questions) | |
Helpful Forms & Information:
- Marketing Checklist
- If you do not have your own marketing piece, you can use our Flyer Template.
- Grant Request Letter Sample
- Vendor Tax Information Form
- Attendance Sheet Template
- Guidelines on food expenditures using CME funds during conferences
- Tools for Identifying Mitigating and Disclosing Relevant Financial Relationships