7 Steps of Continuing Education (CE) Activities & Designating Credit

1. If you need help creating a CE activity, contact Duke Continuing Education at CEPD-JAC@dm.duke.edu
2. Log in to the Duke Continuing Education site. On the menu, click “Tools” & complete a “New Application”
3. Submit all REQUIREMENTS below for approval 8 weeks prior to promotion/marketing of the CE event:

• Activity Agenda including all start-times, and end-times. *No credit awarded for breaks, lunches, welcomes
• Activity Budget including all expenses, all projected income from grant support, and all registration fees
• Disclosure Forms for all planning committee members must be completed via the Disclosure Form document
• CE activities require a planning committee member from each profession representing the target audience
• Planning committee members must submit disclosures prior to planning the CE activity
• CE Program Specialist mitigates all relevant financial relationships prior to planning the CE activity

*Additional speakers must resolve any conflict of interest & submit disclosures 1 week before activity starts

• CE activity administrators can view all active disclosures on the CE Disclosure Dashboard

• Marketing Materials, including brochures, “save-the-date” flyers, and website announcements

• Brochures and website announcements may not be disseminated until approval is given
• Planners can promote unapproved activities by sending a “save-the-date” with NO mention of CE credit
• If planners decide to send a “save-the-date,” please send a copy to your CE Program Specialist

• Power-Point Slides must be sent to your CE Program Specialist 1 week prior to the activity start-date

4. The Duke Continuing Education team will review your application & provide feedback within 5 days.

• CE Program Specialist ensures learning objectives are aligned by profession with the target audience
• Planning committee members may request changes and modifications to the application during this time

5. If the activity includes grant funding, you must work with Duke Continuing Education to do the following:

• Department requesting credit must send grant agreements with fund code to Duke OCR for legal approval
• Confirm completed grant agreements prior to acknowledgement in marketing materials and/or syllabi
• Collect exhibitor Hold Harmless Agreements prior to acknowledgement in marketing materials and/or syllabi

6. The Duke Continuing Education team will collaborate with you to finalize and create the CE activity.

• Submit draft marketing materials (brochures, email announcements, website announcements, etc.)
• Review each disclosure carefully, and resolve all potential conflicts of interest prior to the activity
• Ensure that all disclosure forms have been received in order for materials to be approved
• Confirm all grant agreements are fully executed (co-signed by Duke) before syllabus approval
• Confirm all exhibitor forms (hold harmless agreements) are signed by client before syllabus approval
• CE Program Specialist reviews and approves syllabus within 6 days of receipt, and then creates CE activity

7. Within 14 days following the CE activity, you must submit the following to the CEPD-JAC@dm.duke.edu:

• Excel spreadsheet roster with 3 columns for First Name, Last Name, & Email of all CE activity participants
• Finalized budget report, listing all actual income and expenses