Upload
mahesh-m
View
214
Download
0
Embed Size (px)
Citation preview
Practical Considerations to SettingUp a Radiology CME Conference:
How We Do It
Joel A. Gross, MD, Carole W. Fisher, CCMEP, Mahesh M. Thapa, MD
Ac
FrM(JMCSaacAd
ªht
38
The authors describe our experience in planning, organizing, and running a radiology CME conference at a hotel (rather than at astand-alone conference or convention center). Much of the information described should also be useful for other medical and nonmedical
conferences. This experience should provide new conference organizers with useful information to ensure a more efficient and successful
conference, so there are fewer ‘‘If I knew then what I know now’’ moments over the years.
ªAUR, 2013
We describe our experience in planning, organizing,
and running a radiology CME (continuing medi-
cal education) conference at a hotel (rather than at
a stand-alone conference or convention center). Much of the
information described should also be useful for other medical
and nonmedical conferences.We hope this provides new con-
ference organizers useful information to ensure a more effi-
cient and successful conference, so there are fewer ‘‘If I
knew then what I know now’’ moments over the years.
Readers seeking useful, practical information on how to get
started often desire real world numbers and expenses. We
include some typical values and prices encountered over the
past few years, running conferences in Seattle, Washington.
Please be aware that prices may vary significantly by region,
type/class of hotel, taxes, and so on.
PLANNING COMMITTEE
It is helpful to have a planning committee to provide a variety
of input about the planning process and to help with the many
details entailed in organizing and running a conference. Most
of the committee members should include people who are
interested in and committed to the educational process. In
addition, committee members should have expertise in the
subject material being presented, as they will help select
ad Radiol 2013; 20:382–386
om the University of Washington, Department of Radiology, Harborviewedical Center, Box 359728, 325 Ninth Ave, Seattle, WA 98104-2499.A.G.); University of Washington School of Medicine, Office of Continuingedical Education, Box 359441, Seattle, WA 98195 (C.W.F.); and Seattlehildren’s and University of Washington, Department of Radiology, 4800nd Point Way NE, Seattle, WA 98105 (M.M.T.). Received May 22, 2012;cepted December 11, 2012. No grant funding was used for this article.dress correspondence to: J.A.G. e-mail: [email protected]
AUR, 2013tp://dx.doi.org/10.1016/j.acra.2012.12.004
2
appropriate topics and speakers. It may also be helpful to
have at least one member who represents your target audi-
ence, to ensure that the course offerings meet the target audi-
ence’s requirements rather than the expert speaker’s
preferences.
Planning for a conference of more than a day or two in
length should begin at least 9 to 12 months before the confer-
ence. Arranging the venue is usually the most important initial
component of the process, as it determines the dates and loca-
tion. For larger conferences with 500 or more attendees, addi-
tional lead-time (up to 24 months) will provide more options
and flexibility in scheduling.
PLANNING THE CONFERENCE
When developing a new conference, it is important to define
your target audience. Is the conference targeted to general
radiologists or to subspecialty radiologists; to attendings or
residents/fellows or medical students? Is the coverage and pre-
sentation broad enough to be relevant to nonradiologists?
While expanding coverage may increase your potential audi-
ence, the content of presentations has to be adjusted accord-
ingly to ensure education of all levels of participants. This
may decrease the value of the conference for more experi-
enced attendees. If other participants, such as advanced regis-
tered nurse practitioners or radiology technologists, are
targeted, is it worth the expense and effort to provide specific
credit for them, especially if theymake up only a small number
of the attendees?
Equally important is determining the purpose of the con-
ference and the target speakers. Is the primary purpose to gen-
erate large numbers of attendees and revenue? If so, you may
use your best speakers and most renowned faculty to entice
large numbers of registrants and ensure a high-quality confer-
ence. However, local conferences are a useful way to provide
experience and exposure to junior faculty, who can speak on
Academic Radiology, Vol 20, No 3, March 2013 SETTING UP A RADIOLOGY CME CONFERENCE
their home turf (without the stress of travel), with a mentor in
the audience (or nearby for support), and to a smaller audi-
ence, which may be friendlier if composed of many of their
trainees and colleagues. Those who perform well may be rec-
ognized by guest faculty or other attendees and obtain invita-
tions to lecture at other conferences. On the other hand, there
is the risk of unknown and less-experienced faculty perform-
ing poorly, and there is a tradeoff between providing these
developmental opportunities for faculty and providing the
best conference with seasoned, reliable speakers. While most
of the speakers will likely be radiologists, nonradiologist
speakers may provide a practical and valuable perspective on
how radiology can better serve our patients and clinical col-
leagues (1).
Another decision is whether to invite guest faculty from an
outside institution. While local faculty typically cost the con-
ference nothing (or fairly minimal amounts for parking, pos-
sibly meals, etc), the conference usually covers the costs of
transportation, housing, and meals for guest faculty (2). Hon-
oraria are fairly common, as is the case with external grand
rounds speakers (3), but not provided by all conferences.
Thus, it could cost between $1500 and $4000 to cover all
expenses associated with a guest speaker.
Guest faculty can add cachet and recognition to your con-
ference. They can also introduce variety to a conference that is
offered repeatedly (typically every year) and provide new
material for repeat attendees, and for your own faculty who
attend the conference. They can be selected to provide exper-
tise not available at your institution or to offer a different
approach to similar issues that are addressed at your institution.
This provides an opportunity to introduce your faculty to the
guest speaker, which is particularly valuable for junior faculty
who may not have many outside connections.
Conferencesmay be held locally or at a desirable destination
(such as Hawaii) or at a central city (convenient to travelers
from around the country).
Conferences staged within your home city offer a number
of advantages. A large number of local faculty have the oppor-
tunity to lecture, since they can attend for a few hours and
return to work for the remainder of the time. They also
have the opportunity to attend portions of the conference
when convenient (such as on academic days). There are no
expenses for travel and accommodations for your local faculty
or for your CME office and other staff associated with the
conference. The conference location can be easily evaluated.
If you are fortunate enough to work in a ‘‘desirable’’ city,
the location itself may attract attendees (and their families).
While conferences at destination locations may attract a
number of attendees (such as those who wish to combine
the conference with a family vacation), they are more com-
plex and often more expensive to run. It is impractical to pro-
vide lecture opportunities to a large number of local faculty.
Instead, a smaller number of faculty will be required to present
more lectures. The conference may have to cover expenses
(travel, accommodation, etc) for your local presenters, in
addition to expenses for guest lecturers, CME office staff,
etc. The conference hotel may have to be booked without vis-
iting the site to confirm it meets your needs, or the conference
will incur expenses to send one or more people out to evaluate
options. A preconference site visit is strongly recommended to
identify potential problems and challenges, so that these can
either be addressed in advance, determined to be significant
enough to result in a change in venue, or used to negotiate
concessions from the conference site.
The format of the conference should be clearly defined early
in the planning stages. Will the conference consist of didactic
lectures, case-based presentations, panel discussions, or a mix-
ture?Audience response systems (ARS) for case-based presenta-
tions have become popular over the past few years (4–6). These
incur an additional expense to the conference, although newer
systems allowing attendees to use smartphones and other devices
may reduce or eliminate expenses in the future, assumingWiFi
and cell phone coverage is available. There are still some
technical challenges with ARS, such as speakers creating slides
that are compatible with the ARS and that leave space on the
slide for the ARS-generated material without obscuring the
slide’s content. If the ARS slides have to be manually modified
in the PowerPoint presentation byCMEoffice staff, the presen-
tations cannot undergo last minute updates by the speakers and
must be submitted in advance of the conference for processing.
The length of time for the presentation, questions and
answers (Q & A), and transitions between speakers must be
clearly defined. If lectures are scheduled every 30 minutes,
many speakers will plan a 30-minute lecture, not considering
the time needed for Q &A and transitions. It is recommended
that explicit instructions be provided, such as 26 minutes for
the presentation, 2 minutes for Q & A, and 2 minutes for
transitions.
We have found the Q & A time between lectures to be the
most variable and difficult to control. Some speakers seem to
lose track of time during Q&A and run far beyond their allot-
ted time if not guided off stage. Another option is a public
Q & A forum at the end of each session with those speakers
at the podium answering questions posed by the audience
from microphones set up for the audience. Everyone benefits
from the answers provided, but this usurps valuable time from
the conference. Another option is to have the speakers avail-
able in front of the podium/stage after their session (during
the break or at the end of the day) to interact directly with
attendees. The disadvantage is that attendees do not get to
hear all the questions and answers. The advantage is that no
conference time is lost with this approach, and it permits a
more direct communication between speakers and attendees.
Those not interested in the Q & A can take advantage of the
break time.
While it adds a more personal touch to introduce each
speaker before her lecture, it takes time from the conference,
and can be challenging for the organizer to run back and
forth, especially if she is busy managing other aspects of the
conference at that time (such as contacting the audiovisual
[AV] team to fine-tune the projector, or adjusting the temper-
ature or lighting settings for the room).
383
GROSS ET AL Academic Radiology, Vol 20, No 3, March 2013
Another consideration for a local conference is how to
schedule the topics without disrupting clinical coverage.
For example, if all the neuroradiology lectures were
assigned for one day, it might be disruptive to that section to
have so many faculty away on the same day, commuting
back and forth to the conference. Splitting the discipline
into two sessions over different days may allow more of the
speakers to present on academic or CME days and will mini-
mize clinical disruptions.
CME CREDITS
Credit provided for physician conferences is American Med-
ical Association Physician’s Recognition Award (AMA PRA)
Category 1 Credit� (often referred to simply as Category 1
credit or Cat1 credit). This can only be provided by an organ-
ization that has been approved as an accredited provider by the
Accreditation Council for Continuing Medical Education
(ACCME). Information regarding Category 1 accreditation
can be obtained from their website (7). Approved providers
pay an annual fee, as well as a reaccreditation fee every 4 to
6 years.
Most academic medical centers have a CME office, or
another office that can provide similar support, such as an
Office of Professional Development or Office of Continuing
Medical Education. In this manuscript, we will use the term
‘‘CME office’’ to refer to the CME office or equivalent.
Educational activities such as department conferences or
grand rounds that are conducted for internal faculty and staff
can usually be handled internally by the department. Larger or
more complex conferences, and those offered to attendees
outside the academic institution, often benefit from the
expertise of the CME office. At our institution, all Category
1 credit must be designated through our CME office, if the
school of medicine is sponsoring the activity, or if any funds
for the activity are processed through a university budget.
Some CME offices are self-sustaining and have to charge
fees for all of their services. Others are supported by the
home institution, lowering the costs for conference
administration.
Attendance records must be kept for 6 years. Accreditation
files must be kept until the accreditation period expires.
LOGISTICS AND NEGOTIATIONS FORCONFERENCE FACILITIES AND HOUSING
Similar to buying a car, several items are often interrelated
when negotiating a price for a conference at a hotel. The pri-
ority for hotels is usually to fill their hotel rooms, and they use
the conference rooms as an enticement to fill (sell) rooms,
rather than treating them as independent profit centers.
Thus it may be difficult to reserve a conference room far in
advance without committing to filling hotel rooms, as the
hotel may wish to keep the conference room available for
another conference that would result in the sale of many hotel
384
rooms. On the other hand, if the hotel is already filled for that
time period, and they have no need to fill additional rooms,
they may be willing to reserve a conference room at a reason-
able price.
Three items are often negotiated as a package—conference
room fee, roomnights and rates, and food and beverage (F&B)
minimum—and will be discussed later. These may be influ-
enced by many factors including how busy the hotel expects
to be at the time of the conference, the size of the conference,
prior experience with the conference organizers, and expect-
ations that they will return for future conferences.
Hotel rooms are negotiated as ‘‘room nights,’’ where a room
night refers to one hotel room filled for one night. As
expected, three room nights could refer to one hotel room
filled for three nights, three hotel rooms filled for one night,
or one hotel room filled for two nights and another filled
for one night. A rate for each night in each class of room is
negotiated.
The organizer and hotel negotiate a number of room nights
and an attrition rate. The number of room nights guarantees
the number of hotel rooms available for conference attendees
at the negotiated price (usually discounted from standard hotel
rates). Selecting a high number ensures that all attendees are
able to obtain a hotel room at the negotiated price. However,
this opportunity comes at a cost. The organizer is responsible
for ensuring that the hotel is paid for the agreed upon room
nights multiplied by the attrition rate, and if fewer rooms
are sold to attendees, the organizer owes the hotel for any
unsold rooms. The attrition rate is typically about 80% to 90%.
To clarify how this works, assume 100 room nights were
agreed to, with an attrition rate of 90%. If only 83 room nights
were sold to conference attendees, then the organizer would
owe the hotel for 7 room nights, to ensure that hotel effec-
tively sold 90 room nights (90% of 100 room nights). These
are payable at the negotiated price, along with taxes, and
can result in a significant expense to the conference if rooms
are not filled.
Food and beverage minimum refers to the minimum
amount the conference will spend on food and beverages.
The prices for F & B are usually fixed, with only limited
room for negotiation. This is often an unexpectedly high
cost for new conference planners. At upscale hotels, a small
bottle of soda or water may cost $5 to $6. A gallon of coffee
or tea may cost $60 to $80, resulting in a cost of $3 to $5
per cup. A continental breakfast may cost $20 to $25. The
F & Bminimum does not include tax and gratuity, which typ-
ically adds 30% to the bill. Our conferences usually incur costs
of $85 to $100 per person for F & B.
The conference room price depends on the room nights
and F & B minimum negotiated with the hotel. The higher
these numbers are, the better deal the hotel will usually pro-
vide for the conference room, and about half the time we
are provided with the conference room at no charge.
AV services are provided internally by many of the larger
hotels or may be provided by an independent AV company,
which works closely with the hotel. We usually use these
Academic Radiology, Vol 20, No 3, March 2013 SETTING UP A RADIOLOGY CME CONFERENCE
AV services, due to the additional access fees and hassle that
would be incurred if we were to provide our own AV services.
Fees for these services are usually negotiated separately from
room nights, F & B minimum, and conference room fees
and typically run $750 to $2000 per day.
Another surprisingly high expense is WiFi access, as many
attendees expect Internet access while at the conference and
are often quite upset when this is not available. This may be
provided by the hotel or by the AV company. Prices are typ-
ically $10 to $30 per day per person, making it difficult to
afford WiFi for many conferences. It is hoped that costs will
come down in the near future.
It is useful to negotiate for a room near the conference
room, to allow storage of materials when the conference is
not in session. If cell phones do not work in the conference
and registration area, phone connections need to be arranged
with the hotel.
In Seattle, parking at our conference sites is moderately
expensive. However, free parking may be readily available in
other cities. If parking is owned by the hotel, parking fees
might be negotiable, but we have not found great flexibility
in pricing. If parking is owned by an independent company,
parking fees likely cannot be negotiated. We pay for parking
for our staff and presenters, but attendees pay for parking
themselves.
Conferences held on a university campus can cost 35% to
50% less than those held at hotels.
CONFERENCE BROCHURES AND SYLLABI
Brochures for the conference can be mailed or emailed out to
prospective attendees. Mailing lists that are somewhat tailored
to your expected audience can be purchased and have cost us
approximately $500 to $700 for 15,000 to 20,000 names. Our
CME office mails printed brochures rather than using e-mail
notifications, as they believe this to be more effective. In their
experience, many of the e-mail notifications are blocked by
institutional e-mail spam defenses or end up in the recipient’s
‘‘junk’’ mailbox.
Over the past few years, we have stopped printing the bulky
and somewhat pricey syllabi and now provide the syllabus
online. Attendees should be instructed to download the sylla-
bus in advance, especially ifWiFi is not available in the confer-
ence room. A smaller printed packet is provided containing
the schedule, faculty information, important conference
information, and space to take notes. This is environmentally
friendly and easier for the attendees to carry, typically provides
better image quality than printed images, and is less expensive.
RUNNING THE CONFERENCE
Now that the facilities and speakers have been selected, it is
time to address the details of running the conference. The
organizer should arrive early to review the set up, ensure
everything is working well, and take care of any problems.
Before the start of the conference, check the lighting con-
trols, audio and video quality, and work with the AV staff to
correct these before the first attendees arrive. Determine
how to control the temperature of the room or who to contact
if adjustments need to be made.
Radiology conferences in particular, require high-quality
image projection and display, such as for subtle findings on
radiographs. A standard PowerPoint slide with text and
graphics is easy to display, and may project well and look
perfectly adequate, while a projected radiograph is impossi-
ble to interpret using the same equipment and settings. A
high-quality projector is essential and the room lights
should be dimmed to optimize viewing. Test the projector
and lighting by displaying a variety of slides with subtle find-
ings, and adjust the projector and lighting to ensure optimal
visualization. Ideal room lighting is dark enough to clearly
see projected images but bright enough to see hand written
notes.
We strongly discourage the use of laser pointers and do not
provide them at our conferences. The mouse should be used
as a pointer, as this can be seen by all attendees, and is visible if
the lecture is being recorded or transmitted remotely. In addi-
tion, we have discovered that when a lecturer uses a laser
pointer, she often turns her head away from the audience to
look at the projected image. This disengages the lecturer
from the audience, because she loses eye contact and her voice
is no longer directed toward the microphone.
Ensure that the podium has a large enough surface area and
appropriate texture to allow effective use of the mouse. This
may sound simple and obvious, but small podiums have
been a problem for us for several years and at several locations.
At times we have had to add a small table adjacent to the
podium to use the mouse.
Provide a monitor in front of the speaker to allow them to
view their slides as they present. It should be easily visible to
the speaker but not block eye contact with the audience.
Lack of a monitor results in problems similar to those caused
by the use of a laser pointer, causing the speaker to turn away
from the audience to view the projected image on the screen.
A high-quality microphone is critical, and it should be
adjustable for each speaker. The organizer or AV personnel
should be available to make adjustments to the microphone
when it is being set up for the speaker. Ideally, sound levels
should be adjustable remotely during a lecture.
A timer should be provided and readily visible to the
speaker. A separate control unit should be accessible to the
timekeeper, who may be seated in the back of the conference
room. There should be a warning indicator when time is
running short (eg, 3 minutes before the end of the lecture)
and an overtime indicator when they are exceeding their
allotted time. A timekeeper must start and reset the timer
at the beginning and end of each lecture, adjusting the times
if presentation lengths are variable. Also consider displaying a
card for the speaker to see, when they are near the end of
their lecture, such as when there are 5 minutes remaining.
The timekeeper must be prepared to move near the podium
385
GROSS ET AL Academic Radiology, Vol 20, No 3, March 2013
or onto the podium, if the speaker appears unlikely to be
quickly wrapping up his talk when running over his allotted
time.
A Mac and a Windows-based computer (PC) with current
versions of all required software should be provided for pre-
sentations, to eliminate or reduce incompatibilities in fonts,
software, and appearance of images. Ideally, all lectures are
loaded onto these computers in advance. If a few lecturers
are permitted to use their own computers for their presenta-
tions (which usually occurs for lectures with many or critical
videos), it is preferable that they present at the start of the
day or immediately after a break, so that their computers
can be set up and connected without interrupting the flow
of presentations. In addition, we provide several monitor
adapters for Mac computers, but the presenter should be
strongly encouraged and reminded to bring her own adapter
to avoid last-minute incompatibilities if she plans to use her
own computer for the presentation.
Schedule your speakers to arrive at least 30 minutes before
their session (so you can confirm they are all present, and you
do not need to arrange for a replacement), and to stay until the
end of the break following their session (or 15 minutes beyond
conclusion of the day’s lectures) to ensure their availability to
answer questions. Even with specific repeated reminders,
many faculty arrive just before their scheduled presentation
times, making it challenging for the organizer who may
already be scrambling to arrange for a replacement speaker.
This is also problematic if the previous speakers finish early,
which could result in an uncomfortable gap in the presenta-
tions. Track faculty who make conference organization diffi-
cult and consider replacing them with more cooperative
faculty in the future.
If speakers have last-minute updates of their lectures, it is
especially important they arrive at least 30 minutes before
the session in which they are speaking, so there is time to
load and test their new lectures.
If at all possible, arrange for several speakers or the session
moderator to have extra lectures available, which could be
presented in the event of an unexpected absence. Even if
the topic differs from the originally scheduled one, most of
the audience will prefer a valuable lecture (and the CME
credit associated with it) to none at all.
The organizer should be actively observing the conference
and stepping in to make it a pleasant and valuable experience
for attendees. The organizer should sit in a number of posi-
tions in the conference room to determine visibility of screen
and sound quality/volume. The organizer should spend more
time in the back of the room, as this is usually the most chal-
lenging location for visibility. It also allows the organizer to
386
observe more of the attendees and determine if they are
engaged, browsing the Web, etc.
Be aware of the environment, and if you see large numbers
of attendees who appear to be hot or cold, adjust the temper-
ature. Be actively involved and close doors that remain open
and allow light or sound to intrude into the conference room.
CONFERENCE EVALUATIONS
Conference evaluations contain several questions dictated by
CME requirements, along with questions developed over
the years by the conference organizers. They should query
attendees about the quality of topics and speakers, relevance
to practice, achievement of learning objectives, environment,
and other features that should be addressed to improve future
conferences.
While evaluations are useful to detect trends, be cautious of
outlier comments and evaluations. Not surprisingly, we some-
times discover evaluation forms submitted and completed for
lectures that have not yet been presented.
SUMMARY
We have discussed the lessons learned and shared our practical
experiences with organizing and running a CME radiology
conference. We have reviewed the planning and structuring
of a conference, the logistics and negotiations for a conference
site, the running of a conference, and other details useful for
anyone who plans to organize a conference.
We hope that our experience will help you with your first
or next conference, and wish you Happy Conferencing!
REFERENCES
1. Naeger DM, Phelps A, Kohi M, et al. Cross-specialty integrated resident
conferences: an educational approach to bridging the gap. Acad Radiol
2012; 19(8):1029–1034.
2. Muroff LR. The anatomy of an outstanding CME meeting. J Am Coll Radiol
2005; 2(6):534–540.
3. Yablon CM, Wu JS, Slanetz PJ, et al. A report on the current status of grand
rounds in radiology residency programs in the United States. Acad Radio
2011; 18(12):1593–1597.
4. Nicholson BT, Bassignani MJ. Radiologist/educator knowledge of the audi-
ence response system and limitations to its use. Acad Radiol 2009; 16(12):
1555–1560.
5. Rubio EI, Bassignani MJ, White MA, et al. Effect of an audience response
system on resident learning and retention of lecture material. AJR Am J
Roentgenol 2008; 190(6):W319–W322.
6. Collins J. Audience response systems: technology to engage learners. J Am
Coll Radiol 2008; 5(9):993–1000.
7. Accreditation Council for Continuing Medical Education home page. Avail-
able at: http://www.accme.org. Accessed May 21, 2012.