Success Story
Industry
Business
From Scattered to Streamlined: How HFTP Transformed Their Associations’ Global CPE Process
Overview
Hospitality Financial and Technology Professionals (HTFP), a global professional association serving finance and technology professionals who work in hotels and clubs, replaced a fragmented mix of form tools with FormAssembly to automate NASBA-certified CPE credit delivery and streamline post-event evaluations netting measurable increases in both.
Scattered Tools
Challenge
The association was paying for multiple form platforms simultaneously — including Jotform and SurveyMonkey — and hitting user-limit walls that forced team members to share login credentials through group chats.
Their Academy team faced a more specific problem: manually managing CPE credit delivery for NASBA-certified events attended by members who depend on those credits for professional compliance. Existing tools lacked the conditional logic and Salesforce integration needed to verify event registration before accepting a CPE request, and there was no reliable way to ensure accountability without adding friction to the post-event process.
“We were paying for so many form providers, and we kept running into limitations.”
Streamlined Learning
Solution
FormAssembly gave the association’s Academy team the ability to build a CPE request workflow that connects directly to Salesforce — only allowing form submissions from attendees who registered for the event — and automatically delivers CPE credits via autoresponder. Features like Save and Resume, form closing rules, and session-code accountability measures replaced a cumbersome manual process.
The team also used FormAssembly’s formula and variable capabilities to calculate CPE totals automatically, something they couldn’t do with Microsoft Forms, providing a more personalized experience for their learners.
What’s Next?
The association is building a short-form lesson delivery experience entirely within FormAssembly — embedding video content, “check for understanding” questions, and scored assessments with instant feedback into a paginated form that mimics a lightweight LMS.
The Stripe connector handles course fee collection, and a branching workflow routes students to different follow-up forms based on pass/fail outcomes, with prefilled lesson titles and scores. Certificates are delivered by email, and students can retry exams or revisit content as needed.
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