CE Planner Resources

 Everything you need to plan, manage, and evaluate continuing education activities can be found below. 

Planning a new activity?  

Are you a new planner?  - Start by submiting the Intent to be a Planner Application.  When your application is received, the Avera Continuing Education Team will reach out to schedule training with you.

Are you a trained planner? - Begin the application following the steps below.

Complete the Application

Review Timelines

• Application Timeline
• Registration Timeline
• Continuing Education Timeline

Download Planning Resources (see below)

Forms

Activity Planning

• Accredited Continuing Education Planning Form
• RSS Complex Child Session Planning Form

Activity Updates

• Add a Planner or Faculty Member Form
• Add an Additional Date for an Approved Course (Repeat Course)

 Planning Resources

Planning & Development

• CE Activity Roles
• CE Planning Tool
• CE Planner Checklist
• RSS CE Planner Checklist
• IPCE Competency Reference Guide
• Speaker Instructions and Templates
  

  Evaluations

• Evaluation - Live Courses / Conferences / RSS Complex
• Evaluation - Enduring Material

   Conflict of Interest

• Conflicts of Interest Flow Chart
• Mitigation Measures to Resolve Conflict of Interest
• How to Complete or Update a Disclosure
• How to Pull a Disclosure Report
• How to Use the Disclosure Request Disclosure Email Template (Sample)

 CE Requirements & Policies

    Accreditation Standards:

• Joint Accreditation on the Responsible Use of Artificial Intelligence (AI) in Accredited Continuing Education (CE)
• Joint Accreditation Standards of Integrity and Independence in Continuing Education

   Accreditation Guides

• Joint Accreditation on the Responsible Use of Artificial Intelligence (AI) in Accredited Continuing Education (CE)
• Joint Accreditation Standards of Integrity and Independence in Continuing Education
  
  

Licensing & Credit:

• AAMA Requirements and Resources
• CE Requirements by State in the Avera Footprint
• Credit for CE
• Continuing Education Resources
  

   How to Guides

• How to Complete or Update a Disclosure
• How to complete application
• How to Create an Account
• How to Pull a Disclosure Report
• How to Update a Child Application in the RSS Dashboard
• How to Update Your CE Portal Profile
• How to Use the Disclosure Request Disclosure Email Template (Sample)

IPCE Planner Education

Planner Meeting Archive

• 2022 CE Planner - JA Update & Cloud Changes (ppt) 8.2022  {CE Planner - JA Update & Cloud Changes (WebEx Recording) 8.2022}
• 2023 CE Planner - JA Update Training February 2023
• 2023 RSS Planner Training - August 2023
• 2023 IPCE Bi-Annual Planner Meeting
• 2024 February IPCE Bi-Annual Planner Meeting
• 2024 August IPCE Bi-Annual Planner Meeting
• 2025 February IPCE Bi-Annual Planner Meeting
• 2025 August IPCE Bi-Annual Planner Meeting
• 2026 February IPCE Bi-Annual Planner Meeting

Annual Reports

• 2022 Annual Report
• 2023 Annual Report
• 2024 Annual Report
• 2025 Annual Report (rev 4.13.26)

Newsletter

        New Planner Application

An intake process must be completed when you are requesting credit or support for a new educational activity. The first step in this process is to complete the Intent to be a Planner Application. Click here to complete the application. You will be notified by the Avera Continuing Education Team when your application is received.

If  you are not finding what you are looking for or have a question, contact [email protected].