Anyone who presents content during the course is considered an instructor. This includes primary speakers, panelists, facilitators/moderators, parent or consumer speakers, and authors of text-based courses and poster sessions.
Individuals who support the course but do not present content are not considered instructors and do not need to engage in the disclosure process. This may include facilitators, floaters, assistants, and site managers.
Disclosure statements must include any relevant relationships identified through the Provider’s disclosure process. Disclosures no longer need to be labeled separately as financial and non-financial relationships, although Providers who wish to continue to format disclosure statements this way may do so. In these cases, both types of relationships must be clearly labeled for each instructor. However you choose to format disclosures, you should be consistent for all instructors.
Each disclosure must address two things:
Examples of disclosures for different combinations of relevant relationships are included below. Examples of slides with disclosures (still broken out into financial and non-financial statements) can be found here.
Single instructor: Both financial and non-financial relationships
Disclosure: Dr. Wadelmann receives royalty payments from the sale of the book Management of Closed Head Injury and the test Assessment of Language Skills in Head-Injured Patients. He is a member of the board of directors for the Association for Traumatic Brain Injury Specialists.
Single instructor: Financial but no non-financial relationships
Disclosure: Lynn Kaplan received a speaking fee for this course and receives a salary from the Traumatic Brain Injury Association, where she is the Executive Director.
Single instructor: Non-financial but no financial relationships
Disclosure: Dr. Kim serves on the board of directors of the Association for Traumatic Brain Injury Specialists.
Examples of no relevant relationship(s) statement
James Booker has no relevant relationships to disclose.
Disclosure: James Booker has no relevant relationships.
Written disclosure statements for multiple instructors may appear on the primary promotional materials in a format like that described above. Each instructor must have a separate disclosure statement. As noted above, this includes primary speakers, panelists, parent or consumer speakers, and authors of text-based courses and poster sessions.
If there are many presenters, a link to a disclosure page from all primary promotional materials is acceptable. This page may take multiple forms, and you should contact your Provider Manager to discuss the best options for your course.
Lists—either included in primary promotional materials or provided via a shared link—must include the following information:
Other information that might be shared within the disclosures include:
If an instructor presents multiple sessions, there should be a distinct disclosure for each session.
Example with instructor name, session title, and disclosures:
James Booker, AAC for Patients With Traumatic Brain Injury
Disclosure: James Booker has no relevant relationships to disclose.
Tyler Wadelmann, PhD, Assessing Head Injury
Disclosure: Dr. Wadelmann receives royalty payments from the sale of the book Management of Closed Head Injury and the test Assessment of Language Skills in Head-Injured Patients. He is a member of the board of directors for the Association for Traumatic Brain Injury Specialists.
Lynn Kaplan, Creating Support Groups for Individuals With TBI
Disclosure: Lynn Kaplan received a speaking fee for this course and receives a salary from the Traumatic Brain Injury Association, where she is the Executive Director.
Dr. Sylvia Kim, Emotional Impact of TBI
Disclosure: Dr. Kim serves on the board of directors of the Association for Traumatic Brain Injury Specialists.
A table may be useful when there are many presenters, such as for a conference or convention. The amount of information included will depend on your organization’s needs and must include the following information:
The table may also include:
Table With Name and Disclosure Only
| Instructor Name | Disclosures |
| James Booker | No relevant relationships to disclose. |
| Tyler Wadelmann, PhD | Receives royalty payments from the sale of the book Management of Closed Head Injury and the test Assessment of Language Skills in Head-Injured Patients. Member of the board of directors for the Association for Traumatic Brain Injury Specialists. |
| Lynn Kaplan | Received a speaking fee for this course and receives a salary from the Traumatic Brain Injury Association, where she is the Executive Director. |
| Dr. Sylvia Kim | Serves on the board of directors of the Association for Traumatic Brain Injury Specialists. |
Table With Name, Session Title, and Disclosures
Instructor Name
Session Title
AAC for Patients With Traumatic Brain Injury
Tyler Wadelmann, PhD
Assessing Head Injury
Creating Support Groups for Individuals With TBI
Received a speaking fee for this course and receives a salary from the Traumatic Brain Injury Association, where she is the Executive Director.
Emotional Impact of TBI
Instructor disclosures must also be shared at the start of a course.
Relevant relationship(s)
No relevant relationship(s)