Disclosure Summary | Disclosure Slides | COI Management | COI Policy

Disclosure Forms

Disclosure forms are completed by anyone who has control of content. Disclosures are reviewed by the scientific planning committee (SPC) and UBC CPD to identify and mitigate any conflicts of interest (COI). Please review the COI Policy and COI Management process below. All disclosures must be summarized and made available to participants for transparency.

Scientific planning committee (SPC) members must submit thier disclosures to UBC CPD for review. The SPC in turn is responsible for collecting and reviewing their speakers' disclosures and employing COI Management as required. You may distribute the pdf version to your speakers.

Applicants use either the online link (submitted directly to UBC CPD Accreditation Office) or pdf (submit with application):

Planner (SPC) Online Disclosure Form 2019 - link for applicants only
(This link submits forms to the Accreditation Office. If you are part of a UBC CPD program planning committee, your coordinator will send you a link related to your individual program)

Planner/Speaker Disclosure Form 2019 (fillable pdf)
Distribute this pdf version to your speakers (or planners too, everyone can use this version).
Speaker disclosures are to be reviewed by the planning committee.

(Do not attempt to complete fillable forms within your internet browser. Click here to view instructions)


Disclosure Summary

All disclosures of SPC and presenters should be summarized and made available to participants.

Summary of Disclosure Statements (template)


Disclosure Slides

Disclosure Slides (pdf view)

Speakers are required to disclose both written and verbal formats (slides)

Slide 1:
Each presenter should also outline verbally their disclosure information to the audience with a slide at the beginning of their presentation. If a disclosure slide has not been included in a presentation, it will be inserted by the program organizer.

Slide 2:
Management of potential bias. Examples:
•    Material presented is unrelated to financial relationship with commercial entity
•    Other ways that bias perception can be managed

If nothing to disclose, presenter should state “I have nothing to disclose” on Slide 1 and omit Slide 2.


Conflict of Interest Management by Planning Committee

  The planning committee reviews the disclosures completed by the presenters and ensures appropriate conflict of interest management in any of the following ways:
•    In many cases, ensuring that the conflict is fully disclosed to program participants, with description of management, will be adequate
•    The presenter is asked to present on a different subject
•    The presenter alters their financial relationship
•    The presenter relinquishes control of content of the presentation
•    Independent expert content review is obtained
•    On rare occasions, a speaker or planning committee member may need to be replaced

Off-Label Use: Content review is required for each presentation that will be making off-label recommendations.


UBC CPD Conflict of Interest Policy

The UBC CPD Conflict of Interest Policy requires that planners and presenters of a CPD Activity complete the UBC CPD Disclosure Form, and that disclosures are made available to the participants to ensure transparency of the nature of any industry relationships. Disclose all industry financial relationships for the two year period prior to a CPD Activity, not just those relevant to the subject being discussed. Relationships with government agencies, regulatory bodies, and not-for-profit agencies as well as any commercial affiliation that your spouse or close family members have with respect to information being presented at a CPD Activity should also be disclosed.


If you are unsure what to disclose, try out our award-winning UBC CPD Relationship with Industry Module to help you decide, and receive credits at the same time.



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