This is a sample checklist for review of speaker or presenter materials being used at a conference.

1. © L. Murphy
Reviewed By (initial):
______ Attorney
______ Education
______ Other
Date Received:
____/____ /20__
Date Reviewed:
____/____ /20__
Session Title: ________________________________
_____________________________________________
Session Number/Id: _________________
Document Title: __________________________
Presenter 1: __________________________
Presenter 2: __________________________
Presenter 3: __________________________
Publication
 Print for Class
 Conference App
 Add to Website


Add to Website -
Delete old version
Already in - Do
nothing
 Already in but should
be deleted
Notes: (special instructions, etc.)
Antitrust OK Follow-Up Needed
(collusion, conspiracy, anti-competition, monopoly, monopsony)
 Does not suggest companies should adopt
agreements or understandings regarding business
practices.
 Does not suggest companies should adopt same or
standard operating procedures.
 Does not suggest setting standardized practices or a
code of ethics.
 Does not suggest standardizing or controlling
products or services to consumers.
 Does not suggest amounts to be paid for goods and
services of suppliers.
 Does not discuss rates.
 Does not discuss business policies.
 Does not discuss marketing strategies.
 Does not discuss advantages or disadvantages of
doing business in particular states.
 Does not discuss or imply refusal to deal with or
boycott of suppliers.
 Does not discuss or imply refusal to deal with or
boycott of customers.
 Does not discuss costs or profits.
Comments: ___________________________
_____________________________________
Advertisements OK Follow-Up Needed
 The document does not contain advertising or
promotional materials.
Defamation OK Follow-Up Needed
 Does not appear to be defamatory.
Copyright OK Follow-up Needed
 We have a presenters agreement for all presenters that
includes the license to reproduce the materials.
 No author appears on the written materials for whom we
do not have a presenters agreement.
 Artwork, pictures, graphs, cartoons, video, audio, and
charts were prepared by the authors or permission to
reproduce by the Association has been obtained or it
appears to be a fair use.
 All documents were written in their entirety by one or
more of the presenters and/or other material appears to
be a fair use:
(Fair Use: Are we using the material in the context of criticism,
commentary, news reporting, teaching, scholarship, or research?)
Fair Use Balancing Factors
 Purpose and character of use: whether used in
commercial nature vs. non-profit
 Nature of copyright: creative and original works tend
to gain more protection
 Amount and substantiality of the portion used in
relation to the copyright as a whole
 The effect of use on the potential market or value of
the copyrighted work
Comments: ___________________________
_____________________________________
_____________________________________
_____________________________________
Privacy OK Follow-Up Needed
 No use of person’s identity or persona potentially
violating right of publicity.
 Does not appear to violate rights of privacy: intrusion,
false light, public disclosure of private facts,
appropriation of image that might result in mental
distress or damage of self esteem
Action Needed:  E-mail explaining any "action needed" was sent to education or meeting team.