continuing education workshop for program planners wednesday may 27, 2009 san francisco, ca american...

Continuing Education Continuing Education Workshop For Program Workshop For Program

PlannersPlannersWednesdayWednesday

May 27, 2009May 27, 2009

San Francisco, CASan Francisco, CA

American College Health Association www.acha.org

Goals for this WorkshopGoals for this Workshop

Discuss Adult Learning Theory and compare Discuss Adult Learning Theory and compare with responses to the 2008 CE Surveywith responses to the 2008 CE Survey

Identify resources for assistance in the CE Identify resources for assistance in the CE application processapplication process

Increase understanding of the criteria Increase understanding of the criteria established by professional credentialing established by professional credentialing bodies for continuing educationbodies for continuing education

Establish greater comfort with the CE Establish greater comfort with the CE application process and the need for application process and the need for definitive guidelinesdefinitive guidelines


Introductions - CE ReviewersIntroductions - CE Reviewers

CH:CH: Kathy MacLachlanKathy MacLachlan American Nurses Credentialing Center (ANCCAmerican Nurses Credentialing Center (ANCC))

CHES:CHES: Kathy SaichukKathy Saichuk National Commission for Health Education National Commission for Health Education

CredentialingCredentialing

CME:CME: Nell DavidsonNell Davidson Accreditation Council for Continuing Medical Accreditation Council for Continuing Medical

EducationEducation (ACCME)(ACCME)

PsyCE:PsyCE: Mike Malmon-BergMike Malmon-Berg American Psychological Association (APA)American Psychological Association (APA)


CE AdvisorsCE Advisors NBCC:NBCC: Joy HimmelJoy Himmel

National Board for Certified CounselorsNational Board for Certified Counselors

AAFP:AAFP: Yvonne MarkYvonne Mark American Academy of Family PhysiciansAmerican Academy of Family Physicians

NASW:NASW: Drayton VincentDrayton Vincent National Association of Social WorkersNational Association of Social Workers


Adult Learning TheorAdult Learning Theoryy

Studies have shown that adults learn by:Studies have shown that adults learn by: SolvingSolving genuine problems (reviewing their genuine problems (reviewing their

own issues and daily encounters)own issues and daily encounters) ReflectingReflecting via analogy and comparison via analogy and comparison

(comparing their experiences to those of (comparing their experiences to those of others)others)

Practicing and applying Practicing and applying new knowledge and new knowledge and strategies (time to practice, interact and strategies (time to practice, interact and discuss new application/strategy/knowledgediscuss new application/strategy/knowledge

DevelopingDeveloping a framework for application a framework for application (creating plans for implementing change)(creating plans for implementing change)


Adult Learning Theory: Adult Learning Theory: Responses to the 2008 ACHA CE Responses to the 2008 ACHA CE

SurveySurveyLearning StrategyLearning Strategy % Participant % Participant

ResponsesResponses

Solving Genuine Solving Genuine ProblemsProblems

21.4%21.4%

Reflecting Via Reflecting Via Analogy and Analogy and ComparisonComparison

18.8%18.8%

Practicing & Applying Practicing & Applying New Knowledge & New Knowledge &

StrategiesStrategies

24.0%24.0%

Developing a Developing a Framework for Framework for

ApplicationApplication

16.2%16.2%American College Health Association www.acha.org

Adult Learning Theory - ACHAAdult Learning Theory - ACHA CE CE SurveySurvey

I Learn Most I Learn Most EffectivelyEffectively When….When….

% of Responses% of Responses

Read material & Read material & proceed at my own proceed at my own

pacepace

18.0%18.0%

See a visual See a visual presentation & listen presentation & listen

to speaker – not to speaker – not necessarily a live necessarily a live

sessionsession

24.1%24.1%

Live interaction with Live interaction with presenter and presenter and

colleagues – have my colleagues – have my questions addressedquestions addressed

57.8%57.8%American College Health Association

www.acha.org

Adult Learning Theory – ACHA CE Adult Learning Theory – ACHA CE SurveySurvey

Interaction with Interaction with knowledgeable knowledgeable colleagues on colleagues on clinical topics is clinical topics is important:important:

Time for Q&A is Time for Q&A is vital to educational vital to educational sessionssessions

ScaleScale % of % of ResponseResponse

ss

Not Not ImportantImportant

3.7%3.7%

SomewhaSomewhat t

ImportantImportant

8.2%8.2%

No No OpinionOpinion

2.1%2.1%

ImportantImportant 42.6%42.6%

Extremely Extremely ImportantImportant

43.4%43.4%American College Health Association

www.acha.org

Resources for Program Resources for Program PlannersPlanners

Program Planner Handbook – available Program Planner Handbook – available on ACHA website : www.acha.orgon ACHA website : www.acha.org

Any (and all) CE Reviewer(s) or Any (and all) CE Reviewer(s) or Advisor(s) – contact information Advisor(s) – contact information available on the ACHA website under available on the ACHA website under MembershipMembership

ACHA Office: Cynthia PerezACHA Office: Cynthia Perez Phone: 410-859-1500 extension 258Phone: 410-859-1500 extension 258 Fax:Fax: 410-859-1510410-859-1510 Email:Email: [email protected]@acha.org


Individual Credentialing Requirements: Individual Credentialing Requirements: PsyCE – Clinical PsychologyPsyCE – Clinical Psychology

Learning directed at postdoctoral Learning directed at postdoctoral levellevel

Speaker must demonstrate Speaker must demonstrate expertise in the subject area of expertise in the subject area of presentationpresentation

One or more objectives must One or more objectives must explicitly address psychological or explicitly address psychological or behavioral issuesbehavioral issues

Attendance must be documentedAttendance must be documentedAmerican College Health Association

www.acha.org

Individual Credentialing Requirements: Individual Credentialing Requirements: NBCC – Professional CounselorsNBCC – Professional Counselors

Speakers must have advanced Speakers must have advanced degrees and adequate training in degrees and adequate training in a mental health field for topics a mental health field for topics related to treatment or related to treatment or counseling.counseling.

Speakers presenting on one of the Speakers presenting on one of the eight CE topic areas, but not eight CE topic areas, but not concerning counseling are not concerning counseling are not required to hold advanced degrees required to hold advanced degrees in mental health, but must have in mental health, but must have appropriate training in the topic.appropriate training in the topic.


Individual Credentialing Requirements: Individual Credentialing Requirements: NBCC – Professional CounselorsNBCC – Professional Counselors

Programs must include information Programs must include information on how the content can be used in on how the content can be used in the counseling settingthe counseling setting

Topics must relate directly to one of Topics must relate directly to one of the approved CE topic areas such as: the approved CE topic areas such as: Counseling theory, Human Growth Counseling theory, Human Growth and Development, Social and and Development, Social and CulturalCultural

Educational Level: Master’s or Educational Level: Master’s or Doctorate level, verification of Doctorate level, verification of attendance is requiredattendance is required


Individual Credentialing Requirements: Individual Credentialing Requirements: CHES – Health PromotionCHES – Health Promotion

Objectives must address at least one of Objectives must address at least one of the 7 areas of responsibility for health the 7 areas of responsibility for health educators*educators* *Access *Access www.nchec.orgwww.nchec.org to review to review

Areas of responsibilityAreas of responsibility CompetenciesCompetencies SubcompetenciesSubcompetencies

Speaker must be qualified to present Speaker must be qualified to present topictopic

Evaluation must address learning Evaluation must address learning objectivesobjectives


http://www.nchec.org/

Individual Credentialing Individual Credentialing Requirements – NASW – Social Requirements – NASW – Social

WorkersWorkers Needs Assessment Needs Assessment compiled by Social compiled by Social

WorkersWorkers ContentContent appropriate for CE approval: appropriate for CE approval:

Interventions: counseling, individual & Interventions: counseling, individual & group psychotherapy, community group psychotherapy, community organizationorganization

Administration: management & supervisionAdministration: management & supervision Planning & Policy developmentPlanning & Policy development Social Problems: advocacy, social change & Social Problems: advocacy, social change &

social actionsocial action Cultural diversity & ethicsCultural diversity & ethics


Individual Credentialing Requirements Individual Credentialing Requirements – NASW – Social Workers– NASW – Social Workers

Adult Learning TheoryAdult Learning Theory influencing influencing program format and instructional program format and instructional methodologymethodology

Qualified PresentersQualified Presenters competent in competent in subject matter with record of subject matter with record of effective teachingeffective teaching

AssessmentAssessment of: of: Program format and contentProgram format and content Knowledge acquired by participantsKnowledge acquired by participants


Individual Credentialing Requirements: Individual Credentialing Requirements: ACCME – Clinical MedicineACCME – Clinical Medicine

Needs assessment required as a basis Needs assessment required as a basis for program selectionfor program selection

Adult Learning Theory must guide the Adult Learning Theory must guide the planning processplanning process

Presenters for Category One CME credit Presenters for Category One CME credit must be experts in the subject mattermust be experts in the subject matter

Non-MD presenters can receive CME Non-MD presenters can receive CME approval based on educational approval based on educational background and definitive training or background and definitive training or experience in the subject matterexperience in the subject matter


Individual Credentialing RequirementsIndividual Credentialing Requirements: : ANCC - Nursing & Advanced PracticeANCC - Nursing & Advanced Practice

Different focus within the Different focus within the committee:committee:

Provider UnitProvider Unit:: Program Planning for Program Planning for ACHA Annual Meetings (Sections)ACHA Annual Meetings (Sections)

Approver Unit:Approver Unit: Reviewers of Affiliate Reviewers of Affiliate and Institutional CE applicationsand Institutional CE applications


Individual Credentialing Requirements: Individual Credentialing Requirements: ANCC - Nursing & Advanced PracticeANCC - Nursing & Advanced Practice

MeasurableMeasurable learning objectives - learning objectives - useuse the 10the 10 verbs listed on the Program verbs listed on the Program Information formInformation form

Content Content to support learning objectives - to support learning objectives - what information is needed to meet the what information is needed to meet the objective?objective? Example: The participant should be able to:Example: The participant should be able to:

Identify 4 potential substance abuse Identify 4 potential substance abuse issues for college students.issues for college students.

Content:Content: ETOHETOH Illegal DrugsIllegal Drugs Prescription DrugsPrescription Drugs OTC DrugsOTC Drugs


Individual Credentialing Requirements: Individual Credentialing Requirements: ANCC and ACCME:ANCC and ACCME:

Commercial Support:Commercial Support: Must be acknowledged in financial Must be acknowledged in financial

statements e.g., Program Budgetstatements e.g., Program Budget Must not present a Must not present a Conflict of Interest Conflict of Interest

in educational programming in educational programming (Speaker (Speaker sponsorship by Pharmaceutical Companies)sponsorship by Pharmaceutical Companies)

All Speaker support must come directly All Speaker support must come directly TO the Program Planning committeeTO the Program Planning committee – – the Treasurer of the host organization the Treasurer of the host organization can then issue a check to the speakercan then issue a check to the speaker


Individual Credentialing Requirements: Individual Credentialing Requirements: ANCC and ACCMEANCC and ACCME

Conflict of Interest (COI): all Conflict of Interest (COI): all actual, actual, or potentialor potential conflicts must conflicts must be acknowledged by presenters be acknowledged by presenters formally on the Faculty Disclosure formally on the Faculty Disclosure formform

All actual, All actual, or potentialor potential, COI’s must , COI’s must be disclosed in writing in the final be disclosed in writing in the final program material and verbally program material and verbally during the speaker introduction at during the speaker introduction at the sessionthe session


AlertAlert for Affiliate & Institutional for Affiliate & Institutional PlannersPlanners

The policy will inevitably be The policy will inevitably be incorporated in affiliate planningincorporated in affiliate planning

The basis for the decision arises from The basis for the decision arises from concerns regarding potential or concerns regarding potential or actual bias on the part of ACHA’s CE actual bias on the part of ACHA’s CE accreditation organizationsaccreditation organizations

A policy A policy prohibiting commercial prohibiting commercial support for ACHA Annual Meeting support for ACHA Annual Meeting speakersspeakers was adopted by the ACHA was adopted by the ACHA Board of Directors at its 2/7/09 Board of Directors at its 2/7/09 meetingmeeting


Language of the Commercial Support Language of the Commercial Support PolicyPolicy

When a presentation is directly related to the When a presentation is directly related to the commercial entity, or its products & services, commercial entity, or its products & services, and the presentation is intended for continuing and the presentation is intended for continuing education credits, the Association national education credits, the Association national office will:office will: Decline unsolicited offers from commercial entities Decline unsolicited offers from commercial entities

to:to: Provide and fund a speaker for the annual meetingProvide and fund a speaker for the annual meeting Fund a speaker who has already been selected on the Fund a speaker who has already been selected on the

annual meeting programannual meeting program Decline inclusion of speakers on the program who Decline inclusion of speakers on the program who

indicate that their attendance is contingent upon indicate that their attendance is contingent upon funding from a commercial entityfunding from a commercial entity

Decline inclusion of speakers who indicate that they Decline inclusion of speakers who indicate that they are being directly funded or reimbursed by a are being directly funded or reimbursed by a commercial entitycommercial entity


Planning Committee MembersPlanning Committee Members Must Include:Must Include: One person acting as One person acting as

“Program“Program Planner” as well as: Planner” as well as: PsyCE: at least 2 Clinical PsychologistsPsyCE: at least 2 Clinical Psychologists Clinical Medicine: at least one local Clinical Medicine: at least one local

physicianphysician Health Promotion: at least one local plannerHealth Promotion: at least one local planner Nursing: two local nurse plannersNursing: two local nurse planners, , one of one of

whomwhom must hold a BS in Nursing or highermust hold a BS in Nursing or higher

AllAll above disciplines require a corresponding above disciplines require a corresponding member from the CE committee serving as member from the CE committee serving as an advisoran advisor


Getting Started:Getting Started:

Institutional Planners: hold to a Institutional Planners: hold to a consistent committee as much as consistent committee as much as possiblepossible

Affiliate Planners: advice for < stress Affiliate Planners: advice for < stress and > successand > success

Incorporate persons from previous year(s) Incorporate persons from previous year(s) Remember…………….Long Distance Planning Remember…………….Long Distance Planning

Is PossibleIs Possible!!!! !!!!



Form a multidisciplinary Planning Form a multidisciplinary Planning CommitteeCommittee

Develop strategies for meeting as a Develop strategies for meeting as a CommitteeCommittee

Establish Deadlines for completion of Establish Deadlines for completion of needed CE application material:needed CE application material:

Speaker Forms**Speaker Forms** Sponsor & Exhibitor FormsSponsor & Exhibitor Forms

**Be persistent with Speakers! Determine **Be persistent with Speakers! Determine who is most effective in reaching the who is most effective in reaching the Speaker (often the Office Manager!)Speaker (often the Office Manager!)



Assign Tasks:Assign Tasks: Speaker contact and follow-up (Forms)Speaker contact and follow-up (Forms) Financial planning (Budget)Financial planning (Budget) Publicity management (preliminary & Publicity management (preliminary &

final)final) Hotel contact (managing the contract)Hotel contact (managing the contract) A/V planning (saving cost on equipment)A/V planning (saving cost on equipment) Meeting Minutes (whether real or remote)Meeting Minutes (whether real or remote) Publicity design (final lay-out)Publicity design (final lay-out) One person to compile the CE application One person to compile the CE application

and communicate with ACHA resourcesand communicate with ACHA resources


CE Application ProcessCE Application Process Critical Elements:Critical Elements:

Identity the Identity the needneed for the program for the program contentcontent

Prior Year’s EvaluationsPrior Year’s Evaluations Formal Survey InstrumentsFormal Survey Instruments Informal Survey MethodsInformal Survey Methods Current Issues and TrendsCurrent Issues and Trends


CE Application Process: Critical ElementsCE Application Process: Critical Elements

Identify the purpose of the Identify the purpose of the educational activityeducational activity

Develop goals for the educational Develop goals for the educational activityactivity

Identify the target audienceIdentify the target audience Document the planning processDocument the planning process

Planning Meeting MinutesPlanning Meeting Minutes Email correspondenceEmail correspondence Transcripts of phone conversationsTranscripts of phone conversations



Presenters:Presenters: Presenter Information Form (PIF): Presenter Information Form (PIF):

Resumes or CV’s Resumes or CV’s notnot accepted accepted

SignedSigned Faculty Disclosure: inspect Faculty Disclosure: inspect carefully for potential COI – be sure carefully for potential COI – be sure correct area has been signedcorrect area has been signed



Presentations:Presentations: Must incorporate at least two Must incorporate at least two

measurablemeasurable learning objectives learning objectives Objectives must list Objectives must list oneone behavior – for behavior – for

example, one cannot recite example, one cannot recite andand explain within one learning objectiveexplain within one learning objective

Objectives must be achievable within Objectives must be achievable within the time frame allowed for the sessionthe time frame allowed for the session

The number of learning objectivesThe number of learning objectives must bemust be realistic for the time framerealistic for the time frame



Presentations:Presentations: Learning objectives must include Learning objectives must include

contentcontent i.e., the information needed i.e., the information needed to accomplish the activityto accomplish the activity

Best presented in Bulleted FormatBest presented in Bulleted Format Frequently not understood by the Frequently not understood by the

presenterpresenter May require verbal interaction in order May require verbal interaction in order

to gain insight as to what the presenter to gain insight as to what the presenter will include in his/her talkwill include in his/her talk



Educational Activity Design (Educational Activity Design (EADEAD): ): outline format of entire program which outline format of entire program which includes:includes: Time allotted each sessionTime allotted each session Title of session and presenter(s)Title of session and presenter(s) Learning objectives (at least two)Learning objectives (at least two) Content for each objectiveContent for each objective Teaching methodology (lecture, demonstration, Teaching methodology (lecture, demonstration,

discussion, panel, etc.)discussion, panel, etc.) Type of CE requested for each individual Type of CE requested for each individual

sessionsession CHES responsibilities (as appropriate)CHES responsibilities (as appropriate)



Evaluation/Outcome:Evaluation/Outcome: Learner evaluation for each session Learner evaluation for each session

attendedattended Learner evaluation also serves as Learner evaluation also serves as

proof of attendanceproof of attendance Results of Learner evaluations crucial Results of Learner evaluations crucial

to Program evaluationto Program evaluation Over-all evaluation contributes Over-all evaluation contributes

information for the Needs Assessmentinformation for the Needs Assessment Summary of evaluations required in Summary of evaluations required in

the Post-Program processthe Post-Program process



Program Outcome Evaluation:Program Outcome Evaluation:

Learning Objectives met?Learning Objectives met? Knowledgeable Speakers?Knowledgeable Speakers? Appropriate Teaching Methods?Appropriate Teaching Methods? Physical Setting Conducive to Physical Setting Conducive to

Learning?Learning? Session Content has the potentialSession Content has the potential::

Change thinking on the Topic?Change thinking on the Topic? Expand Professional Practice?Expand Professional Practice? Alter Professional Practice?Alter Professional Practice?


CE Application Process: CriticalCE Application Process: Critical ElementsElements

Continuing Education (CE) Credits:Continuing Education (CE) Credits:

Based on a sixty-minute hour for all Based on a sixty-minute hour for all Professional disciplinesProfessional disciplines

ANCC change for Nursing Contact Hours ANCC change for Nursing Contact Hours on January 1, 2007on January 1, 2007



CE Certificates:CE Certificates: Must follow the terminology of each Must follow the terminology of each

Credentialing organizationCredentialing organization

Verify attendance at educational Verify attendance at educational sessions and the acquisition of CE sessions and the acquisition of CE creditcredit

NOTE: CE credits awarded NOTE: CE credits awarded mustmust be be included in the Post-Program report to included in the Post-Program report to ACHAACHA


Critical Elements: Financial Critical Elements: Financial ResourcesResources

Itemized Itemized PreliminaryPreliminary Budget Budget Letter of Agreement for each SponsorLetter of Agreement for each Sponsor Exhibitor Agreement Form for each Exhibitor Agreement Form for each

vendorvendor Table Form for all Sponsors & Exhibitors Table Form for all Sponsors & Exhibitors

indicating monetary commitment and indicating monetary commitment and activity involved activity involved (Exhibit, Speaker, or (Exhibit, Speaker, or Sponsored EventSponsored Event))

Sponsored EventSponsored Event = = Exhibit, Speaker, Exhibit, Speaker, Keynote, Meal, Break, Reception, Final Keynote, Meal, Break, Reception, Final Program, Participant Materials: Program, Participant Materials: Tote Bags, Name Tote Bags, Name Badges, etcBadges, etc


Critical Elements: Commercial Critical Elements: Commercial SupportSupport

All commercial support, whether All commercial support, whether directed toward speaker honoraria or directed toward speaker honoraria or defraying costs of the educational defraying costs of the educational activity, activity, mustmust be itemized in the be itemized in the Final Final PublicityPublicity. Further, it must also be . Further, it must also be disclosed to all participants disclosed to all participants verballyverbally, , and/or in and/or in writingwriting on handouts (or table on handouts (or table placard in the case of a sponsored placard in the case of a sponsored Break). All support must appear on the Break). All support must appear on the Final Budget Final Budget submitted post-program.submitted post-program.


Critical Elements: Commercial Critical Elements: Commercial SupportSupport

All support directed toward Speaker All support directed toward Speaker Honoraria Honoraria mustmust be paid directly to the be paid directly to the host organization. A check can be host organization. A check can be drafted by the organization to the drafted by the organization to the speaker.speaker.

Keynote speakers Keynote speakers cancan be sponsored be sponsored (as (as of now for Affiliates). of now for Affiliates). The subject matter The subject matter mustmust be selected and developed by be selected and developed by the speaker and host organization.the speaker and host organization.


Preliminary Publicity:Preliminary Publicity: Components:Components:

Host Organization as SponsorHost Organization as Sponsor Goals/Purpose for the activityGoals/Purpose for the activity Target AudienceTarget Audience Faculty affiliation and COI (if applicable)Faculty affiliation and COI (if applicable) Session schedule (date with start & stop Session schedule (date with start & stop

time)time) Fees: (Amount and what is covered)Fees: (Amount and what is covered) Commercial Support: (Clear Disclosure)Commercial Support: (Clear Disclosure) Clear statements for:Clear statements for:

Persons with special needsPersons with special needs Non-DiscriminationNon-Discrimination


Final Publicity: Final Publicity: Include:Include:

All components of the Preliminary All components of the Preliminary PublicityPublicity

““Stand-AloneStand-Alone”” accreditation statements accreditation statements for each Credentialing organization for each Credentialing organization providing CE creditsproviding CE credits

Appropriate Conflict of Interest Appropriate Conflict of Interest disclosures for each speaker.disclosures for each speaker.

NOTE:NOTE: Speakers must be listed either as Speakers must be listed either as having or not having an actual or potential COI having or not having an actual or potential COI

All sponsored speakers, events, or items All sponsored speakers, events, or items clearly statedclearly stated


Post-Program MaterialsPost-Program Materials

Why this final exercise? Why this final exercise? The Post-The Post-Program report provides the ACHA CE Program report provides the ACHA CE Committee with:Committee with: Summary of Educational Activity attendanceSummary of Educational Activity attendance Verification of CE credits awardedVerification of CE credits awarded Final documentation of actual/potential Final documentation of actual/potential

Conflict of Interest Conflict of Interest Verification of lack of bias or COI during the Verification of lack of bias or COI during the

Educational ActivityEducational Activity Ability to continue offering multidisciplinary Ability to continue offering multidisciplinary

Continuing Education approval to our Continuing Education approval to our Institutional members and AffiliatesInstitutional members and Affiliates


ACHA CE AccreditationACHA CE Accreditation Requires:Requires:

Approval of at least four National Approval of at least four National Professional Organizations Professional Organizations

Reaccreditation every 3 - 6 years Reaccreditation every 3 - 6 years (depending upon(depending upon Professional Discipline)Professional Discipline)

Professional Professional VolunteersVolunteers for each for each Discipline to serve as Chairs of each Discipline to serve as Chairs of each CE SubcommitteeCE Subcommittee

Willingness to contribute personal Willingness to contribute personal time for the Continuing Educational time for the Continuing Educational needs of College Health Professionalsneeds of College Health Professionals


ACHA Continuing Education ACHA Continuing Education CommitteeCommittee

???Questions??????Questions???


ACHA Continuing Education ACHA Continuing Education CommitteeCommittee

Thanks for Thanks for

joining us!joining us!


continuing education workshop for program planners wednesday may 27, 2009 san francisco, ca american...

Documents

ce reviewersch

ce application processincrease

acha website

ce surveyidentify resources

credentialing requirements

learning theorystudies

continuing education

medical education accmepsyce