2017 ASMBS Financial Disclosure Form

For speakers, planners and controllers of CME Content, please Click Here to Submit 2017 Disclosure

ASMBS CME Mission Statement

The American Society for Metabolic and Bariatric Surgery’s CME mission is to promote and develop quality education for surgeons, as well as the multidisciplinary team, to:

● Improving the care and treatment of people suffering from obesity.
● Advancing the science and understanding of metabolic and bariatric surgery.
● Fostering communication between health professionals on obesity and related conditions.
● Being the recognized authority and resource on metabolic and bariatric surgery.
● Advocating for the health care policy that ensures patient access to high quality prevention and treatment of obesity.
● Serving the educational and professional needs of our diverse membership.

Purpose

The purpose of the American Society for Metabolic and Bariatric Surgery’s CPD/CME program is to support the Mission and Vision and Strategic Plan of the ASMBS by providing high-quality, well executed, state-of-the-art education for its members and other medical professionals throughout the world whose work is to improve public health and wellbeing.

Content

Educational content encompasses the breadth of all aspects related to the disease and treatment of obesity including, but not limited to, mechanisms contributing to the metabolic effects of obesity, as well as the various surgical treatment modalities and procedures, treatment of complications, revisional surgical practices, current trends, development of research-based practices and best practices for achieving quality.

Target Audience

Practicing surgeons, surgeons new to the field of metabolic and bariatric surgery, bariatric physicians, multidisciplinary support staff and all others involved in the care and treatment of the patients with obesity. This component aligns with the overall mission fostering collaboration between health professionals on obesity and related disease.

Types of Activities

Activities are presented through multiple learning formats designed to advance the knowledge, impact skills and competence, and enhance clinical practices of the multidisciplinary healthcare team and to meet the diverse learning needs of its membership. The types of activities include journal-based CME, internet enduring materials, manuscript review, and live educational meetings which offer a variety of formats such as hands-on skills labs, workshops, didactic sessions, debates, interactive sessions, panel discussions and networking and in most instances provide additional MOC.

Expected Results

The expected results of the ASMBS CME program is to improve knowledge, skills, and performance thus developing desirable attributes for new as well as seasoned physicians as well as all others who are instrumental in improving the care and treatment of patients who suffer from obesity.

Revised February 2016


Accreditation Statement

The American Society for Metabolic and Bariatric Surgery is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education for physicians.


Education Policies and Procedures

Listed below are the policies and procedures that govern the following:

  1. Honoraria for planners, teachers, and/or authors
  2. Reimbursement of expenses for planners, teachers, and/or authors
  3. Commercial Support
  4. Financial Disclosure and Conflict of Interest
  5. Resolution of Conflicts of Interest
  6. Policy on Promotion – Labs
  7. Privacy and Confidentiality for Internet CME

I. ASMBS Honoraria Policy

ASMBS Direct Continuing Medical Education

  • It is the policy of the American Society for Metabolic and Bariatric Surgery that invited lecturers or guest speakers, planners or authors may not accept any form of payment directly from industry sponsors or any entity outside of the ASMBS relative to the CME activity as set forth by the ACCME Standards for Commercial Support. Any financial compensation is paid to faculty directly from the ASMBS.
  • In some circumstances honoraria are granted to invited lecturers, guest speakers and invited non-ASMBS members whose expertise is required to complete activity. Honoraria amount is determined based on the activity. Keynote speakers may receive additional reimbursement for transportation and accommodation. For other non- member faculty and presenters, the flat rate honorarium is intended to cover faculty hotel, transportation and honoraria. The amount is determined based on the type of lecture. (ex; invited keynote receive honoraria up to $2500, non ASMBS faculty/speakers receive up to $1500) Honoraria paid to invited lecturers, guest speakers or non-ASMBS members are paid directly from the ASMBS.
  • Honoraria are only provided when predetermined for each activity and is evaluated on an activity-by- activity basis. In most cases, with the exception of the aforementioned circumstances, ASMBS does not pay honoraria.
  • Reimbursements; On occasion an invited speaker may receive reimbursement for travel, accommodation and in some cases other travel-related, out-of- pocket expenses upon submittal of proper documentation (i.e. reimbursement form and proof of expenditures.) Receipts must be included with the reimbursement form for all reimbursement requests. Reimbursement is paid to the invited speaker directly from the ASMBS.
  • It is the policy of ASMBS that registration fees may not be paid for any attendee, speaker, planner or author by industry supporting the activity, unless it is for an employee of the company.

For individuals engaged in joint providership with the ASMBS

  • It is the policy of the ASMBS that any entity engaged in joint providership relationship with the ASMBS adhere to all policy and procedure of the ASMBS, including honoraria and reimbursement as they relate to all planners, speakers, and authors.
  • The ASMBS will provide via the written agreement for joint providership, a link to ASMBS honoraria and reimbursement policies and procedures and ask the joint providers to initial or sign the agreement stating that they will adhere to all ASMBS policies.
  • The joint provider may offer reasonable payment of honoraria to speakers that vary from the abovementioned amount of honoraria offered by the ASMBS. However regardless of the amount paid to a speaker, the joint provider must adhere to all ASMBS policies and ACCME criteria outlined in the Standards for Commercial Support, which includes;
  • Honoraria paid to speakers are paid directly from the joint provider
  • Speakers, planners and authors may not accept any form of payment directly from industry sponsors or any entity outside of the ASMBS and/or joint provider relative to the CME activity as set forth by the ACCME Standards for Commercial Support. Any financial compensation is paid to faculty directly from joint provider.
  • Speakers who receive reimbursement for travel, accommodation and in some cases other travel-related, out-of- pocket expenses should do so upon submittal of proper documentation and review and approval by the joint provider. Receipts must be included with the reimbursement form for all reimbursement requests. Reimbursement is paid to the speaker directly by the joint provider and accounting of such much be submitted in the activity income and expense report.
  • Registration fees may not be paid for any attendee by industry supporting the activity, unless it is for an employee of the company.

II. Faculty Selection and Disclosure/Reimbursement and Honoraria/Registration

1.0 Faculty Selection and Disclosure

  1. The ASMBS Program Committee and Professional Educational subcommittee, under the direction of the Executive Council are responsible for establishing the basic outline and assigning directors for all educational activities.  In accordance with ACCME Standards for Commercial Support and ASMBS policy, all persons who are involved with planning and are in a position of influence  with regard to planning, including the Executive Council, ASMBS staff and committee members,  are required to complete the ASMBS Disclosure Statement prior to the start of planning the activity. Noncompliance will result in dismissal from the activity.
  2. Only current members whose membership is in good standing are considered for course directors and faculty. All course directors and faculty are required to complete an ASMBS Financial Disclosure prior to the development of an activity. Noncompliance will result in dismissal from the activity.
  3. In the event a course is developed in collaboration with another non-commercial organization, one director for the course should be a member of the other organization and is required to complete an ASMBS Financial Disclosure form prior to the development of the activity. Noncompliance will result in dismissal from the activityFailure to complete financial disclosure will result in the dismissal of the presenter.

A. Activities Outside of the Annual Meeting

  1. In accordance with ACCME Standards for Commercial Support and ASMBS Policy, no person involved in the planning of a CME activity should accept any form of payment from industry sponsors or any entity outside of the ASMBS relative to the CME activity. Violation of this policy will result in dismissal of the faculty member from the activity.
  2. The ASMBS pays reasonable honoraria to course directors and presenters who participate in activities outside of the ASMBS Annual Meeting.
  3. Reimbursement of Out-of-Pocket Expenses, in accordance with the ACCME Standards for Commercial Support, may be made for reasonable out-of-pocket expenses, upon final review and approval of the CME Director and the Executive Director, when receipts are submitted, and may include:
    1. Airfare cost – up to $600
    2. Hotel accommodations (if not already covered by ASMBS)
    3. Food & beverage
    4. Reasonable airport transportation

B.  Annual Meeting

  1. In accordance with ACCME Standards for Commercial Support and ASMBS Policy, no planner, presenter or invited speaker involved in any CME activity should accept any form of payment from industry sponsors or any entity outside of the ASMBS relative to the CME activity. Violation of this policy will result in dismissal of the faculty member from the activity.
  2. In most cases, ASMBS members do not receive honoraria for speaking, directing and/or any involvement at the annual meeting, as participation is considered an essential component of the member contribution.
  3. As a form of honoraria, ASMBS Members in good standing may receive a complimentary registration to the plenary session if;
    1. they serve as a director for a postgraduate course, lab or BSAC
    2. present in a course outside of the plenary
    3. participate as an invited speaker during the plenary session
  4. Honoraria may be granted to;
    1. invited lecturers
    2. keynote and special speakers
    3. non-ASMBS members whose expertise is required to complete the activity
  5. ASMBS does not reimburse out-of-pocket expenses to members who participate as speakers, faculty or course directors at the ASMBS Annual Meeting.
  6. Reimbursement of Out-of-Pocket Expenses, in accordance with the ACCME Standards for Commercial Support, may be made for reasonable out-of-pocket expenses to:
    1. invited lecturers
    2. special speakers
    3. non ASMBS members whose expertise is required to complete activity
  7. Reimbursement will be provided after all receipts are submitted and upon final review and approval of the Director of Operations and the Executive Director, and may include:
    1. Airfare cost – up to $600
    2. Hotel accommodations (if not already covered by ASMBS)
    3. Food & beverages
    4. Reasonable airport transportation

C. Web Education

  1. A one- time honoraria may be provided to those who provide content and participate in webinars or web-based learning portals.
  2. In most cases no honoraria is paid to speakers whose presentation is recorded/captured at the annual meeting and then posted on the ASMBS web site.
  3. Reimbursement of Out-of-Pocket Expenses, in accordance with the ACCME Standards for Commercial Support, may be made for reasonable out-of-pocket expenses if travel is required for recording web content.  Reimbursement will be provided after all receipts are submitted and upon final review and approval of the Director of Operations and the Executive Director, and may include:
    1. Airfare cost – up to $600
    2. Hotel accommodations (if not already covered by ASMBS)
    3. Food & beverages
    4. Reasonable airport transportation

3.0 Registration Policy

Registration fees are determined by the Executive Council on the recommendation of the Executive Director and Director of Operations. They are based on prior and anticipated expenses and an estimate of $30-$35 per credit hour.

It is the policy of the ASMBS that registration fees may not be paid for an attendee by industry supporting the activity, unless it is for an employee of the company.

Attendees of ASMBS activities must register and pay for each activity with the following exceptions;

  1. Activities outside of the Annual Meeting
    1. Registration fees are waived for directors and/or presenters.
    2. Registration fees are waived for all invited lecturers and/or speakerss
    3. All other attendees must register and pay
  2. Annual Meeting
    1. Executive Council Members are not required to register or pay to attend the annual meeting
    2. Program Chairs are not required to register or pay to attend the annual meeting.
    3. Keynote speakers are not required to register or pay to attend the annual meeting.
    4. Directors and speakers who participate in courses outside of the plenary are not required to register or pay for the course in which they are presenting or for the plenary session.
    5. Abstract presenters are required to register and pay for the plenary session.

 

III.  Policy on Commercial Support

Commercial supporters may not have any control over course content, course materials or faculty selection. All decisions regarding a course and its faculty must be made by the ASMBS.

Providing commercial support does not give the supporter the right to offer input or advice on faculty selection or course content, and it is against ASMBS policy for course directors or faculty to consult or discuss the program content or faculty with commercial supporters. In addition, course directors and faculty are informed that it is against ASMBS policy for educational committee members, directors or faculty to consult with or accept advice on course content from industry supporters.

All commercial supporters must agree to the terms and conditions set forth in the letter of agreement. Letters of Agreements are not considered fully executed until signed by all parties.

The ASMBS Executive Director and Operations Director (or CME Coordinator on behalf of the Operations Director) must sign and date letter of agreement.

No promotional activities will be permitted in the same room or obligate path as the educational activity. No product advertisement will be permitted in the activity room(s).

Commercial support, direct and indirect will be acknowledged to the audience, as will any significant relationship between the speaker(s) and a supporting company.

All funds in the form of an educational grant must be made payable to the ASMBS and should never be paid directly to faculty, course directors or others.

Commercially supported social events at CME activities should not compete with, nor take precedence over, the educational events.

Printed program materials (i.e. syllabus, brochures when applicable) will list all companies providing support for a specific activity; however, reference must not be made to specific products.

The ASMBS does accept in-kind grants in the way of equipment, (e.g. surgical “tools” for laboratory sessions) for participant use in the hands-on skills labs.  Industry who participate in the labs are also required to follow the ASMBS Policy on Promotion.

 

IV. Financial Disclosure and Conflict of Interest Policy

1.0 Statement of Purpose

This Financial Disclosure and Conflict of Interest Policy was developed by the American Society for Metabolic and Bariatric Surgery (the “Society”) in an effort to assure the integrity of the design and presentation of CME activities of the Society and to promote full disclosure of relationships which might otherwise influence the various activities of the Society.

The Society understands that participation in the activities of the Society by its members is voluntary and that members have numerous economic, professional and business relationships both within and outside the bariatric surgery community. The Society does not view the existence of these relationships as necessarily implying bias. The Society believes that disclosure of relationships which may suggest bias will help ensure that decisions are made in the best interests of the Society, and will promote greater intellectual honesty with respect to the Society’s educational and policy making missions.

ACCME Standards of Compliance regarding financial disclosure and conflicts of interest must be adhered to if the Society is to retain accreditation as a CME provider.

2.0 Who is Required to Disclose

Anyone who is in a position to control the content of an education activity including:

  • Committee members involved in the selection of material to be included
  • Authors involved in the development of materials to be presented
  • Presenters/Speakers

3.0 Potential Conflicts of Interest

Financial relationships are those relationships in which the individual benefits by

  • receiving a salary,
  • royalty,
  • intellectual property rights,
  • consulting fee,
  • honoraria,
  • ownership interest (e.g., stocks, stock options or other ownership interest, excluding diversified mutual funds), or other financial benefit.
  • Financial benefits are usually associated with roles such as
    • employment,
    • management position,
    • independent contractor (including contracted research),
    • consulting,
    • speaking and teaching,
    • membership on advisory committees or review panels,
    • board membership,
    • and other activities from which remuneration is received, or expected.

ACCME considers relationships of the person involved in the CME activity to include financial relationships of a spouse or partner.

Relevant financial relationships are financial relationships in any amount occurring within the past 12 months that create a conflict of interest.  ACCME has not set a minimum dollar amount for relationships to be significant. Inherent in any amount is the incentive to maintain or increase the value of the relationship.

An individual must disclose to learners any relevant financial relationship(s), to include the following information:

  • The name of the individual;
  • The name of the commercial interest(s);
  • The nature of the relationship the person has with each commercial interest.

For an individual with no relevant financial relationship(s) the learners must be informed that no relevant financial relationship(s) exist.

Circumstances create a conflict of interest when an individual has an opportunity to affect CME content about products or services of a commercial interest with which he/she has a financial relationship.

Accredited providers must engage in their mechanism(s) to identify and resolve conflicts of interests prior to the education activity being delivered to learners.

4.0 Employees of Commercial Interest

The use of employees of ACCME-defined commercial interests as faculty and planners of accredited CME is prohibited, except in the specific situations permitted by the ACCME that maintain independence as specified on the ACCME website (www.accme.org) related to: 1) reporting about research and discovery; 2) demonstrating the operational aspects of the use of a device; and, 3) controlling content that is not related to the product lines of the commercial interest.

ASMBS policy does not permit planners who are employees of a commercial interest. The ASMBS strongly discourages directors and planners from using employees of commercial interest as faculty or speakers and will only permit this exception if all criteria outlined by the ACCME regarding the use of employees of a commercial interest are adhered to and monitored for compliance.

5.0 Identifying Porential Conflicts of Interest ASMBS will collect financial disclosure information from all authors, presenters, committee members or anyone involved in the content of ASMBS CME activities.

Disclosures will be reviewed by the Director of CME and/or CME Coordinator to identify possible COI.

If a potential COI is identified, this information will be forwarded to the committee/course director for review and, if necessary, resolution.

6.0 Resolution of Potential Conflicts of Interest

Possible avenues of resolution:

  • Advance peer review of slides to make sure no COI exists in information to be presented
  • Reassignment of lecture
  • Limitation of discussion (e.g. no recommendations)
  • Speaker attestation of a balanced presentation based on best available evidence, etc.

All activities must offer a balanced view of therapeutic options.  Use of generic names will contribute to impartiality.  If the activity must include references to trade names, where available, trade names of products from several companies should be referenced instead of trade names of a single company.

7.0 Consequences of Noncompliance

Any individual refusing to provide adequate disclosure consistent with this policy will be prohibited from participation in the ASMBS CME activity.

Violation of this policy during a presentation will result in cessation of the presentation by the Moderator, Course Director or ASMBS Staff Member.

8.0 Procedure for Reporting Commercial Bias

Attendees are encouraged to document any concerns about commercially-biased presentations/materials during educational sessions.  Reports may obtained on site at the activity or from the website.

 

V. Resolution of Conflicts of Interest

ACCME guidelines and ASMBS policies require all presenters and authors to disclose all financial relationships that have occurred within the past 12 months including stocks, royalties, speakers’ bureaus, spouse’s holdings, etc.  Failure to disclose will result in non-participation in the activity.  There are no exceptions to this rule.

According to the ACCME, a conflict of interest exists whenever individuals have both a financial and commercial relationship with an institution and have the opportunity to affect CME content.  Any relationship with a commercial interest is considered a conflict which must be resolved regardless of the dollar amount or nature of the relationship.   Conflicts of interest must be resolved prior to the activity, and if it cannot be resolved, the presenter will no longer participate in the activity.

If a conflict of interest is identified, the presenter must be open to any recommended changes to the presentation prior to the activity.  The presenter is prohibited from altering the presentation after final approval from the Director or Program Chair is received.   All presenters must offer a balanced view of therapeutic options.  The use of generic names will contribute to impartiality.  If the presentation must include reference to trade names, the presenter must reference several options instead of just a single company.

Any individual refusing to provide adequate disclosure consistent with the ASMBS Disclosure and Conflict of Interest Resolution Policy will be prohibited from participating in ASMBS CME activities.  Violation of this policy during a presentation will result in cessation of the presentation by an ASMBS staff member or course member.

Presenters must also adhere to the following guidelines:

  1. Assure the integrity of the design and presentation of the CME activity.
  2. Use generic names when possible.
  3. Include product/treatment options with balanced evaluation.
  4. Use only personally developed slides; do not use corporate slide packages.
  5. Do not display organization logos or corporate/brand names on your slides.
  6. Never distribute information with product or company logos at the activity.

 

VI. Policy on Promotion – Labs

For ASMBS Hands on Course (Labs, etc.) certified for CME, supporting companies may have a representative on hand in the course to answer questions on how to use the tools provided, however the *surgeon coordinating the station is responsible for all instruction. Having a representative available is not required. The purpose of the hands on course is to provide educational and scientific information and hands-on practice to the participating surgeons outside the scientific session or postgraduate course presentation format.

“Products” or instruments used as part of the hands on course are for educational purposes only. No commercial display or activity is permitted.

Marketing, promoting, or selling is prohibited. This includes the exchange of a business card. Any representative who does not follow this policy on promotion will be asked to leave the activity.

*For Integrated Health presentation during a CME program, the ASMBS Course Director/Faculty member will be responsible for instruction.

VII. Policy on Privacy and Confidentiality for CME Education Presentations and Offerings on the Internet

PURPOSE To outline the policy and procedure for privacy of the learner that participates in Continuing Medical Education (CME) related activities on the internet in accordance with the essential areas and policies of the Accreditation Council for Continuing Medical Education (ACCME) and American Society for Metabolic and Bariatric Surgery (ASMBS).

POLICY STATEMENTS In accordance with the ACCME, accredited organizations that participate in CME activities on the internet shall have a separate privacy policy for CME departmental activities. The purpose of the policy is to ensure that the learner is informed that his/her privacy is addressed when participating in a CME event on the internet. The policy is effective immediately.

The Continuing Medical Education Department of the ASMBS has the following privacy statement on the internet for all CME-accredited activities.

PRIVACY AND CONFIDENTIALITY The Continuing Medical Education (CME) Department at the American Society for Metabolic and Bariatric Surgery (ASMBS) is committed to protect the privacy of its members and customers. ASMBS maintains its internet site as an information resource and service for surgeons, physicians and other healthcare professionals.  Continuing Medical Education at ASMBS will keep your personal and credit information confidential when you participate in a CME internet-based program. Your information will never be given to anyone outside of the ASMBS, and the Society collects only the information necessary to provide you with the services that you request.


Procedures and Guidelines for Presenters

Speaker guidelines, including helpful tips regarding PowerPoint (PPT) | (PDF)