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Required Documents:

1. Activity Planning Form

2. RSS Responsibilities Agreement

3. Financial Form – Please contact CCOE to receive the Financial Form.

CCOE will accept the Activity Planning Form (APF) depending on when your annual series begins.

If the date of the first session in the series will be in: Then planning committee members must have a disclosure form on file in CloudCME dated: And APFs can be submitted to CCOE as of:
July 2025 April 24, 2025 or later May 5, 2025
August 2025 June 1, 2025 or later June 16, 2025
September 2025 June 15, 2025 or later July 1, 2025
October 2025 July 1, 2025 or later July 21, 2025