Financial Planning Association of Australia
How the FPA replaced paper sign-ins with verifiable session data at its three-day Professionals Congress, accurately tracking CPD credits for more than 13,000 members.
“We never had that data before. Now I have numbers I can look at, and I can see where every attendee went.”
Pene Lovett · Chief Operating Officer, FPA
Evolve. Engage. Grow. Inspire
This was the theme of the Professionals Congress, a leading annual event for financial planners organised by the Financial Planning Association (FPA) of Australia.
The FPA provides advocacy and education for over 13,000 members, including more than 5,500 certified financial planners. It is at the forefront of the movement to increase recognition for financial planners in Australia, and supports its members’ advancement through professional certification and college degrees.
Seeking Better Insights Into Member Attendance
For as long as Pene Lovett, Chief Operating Officer, has overseen the three-day Congress, she has run it the same way: plan the event, workshops and guest speakers; hire a professional organiser for the venue, registration and catering; hold the event; and hope members, exhibitors and sponsors love it and come back.
The Congress offers access to nearly 50 industry exhibitors and more than 24 workshops. Organisers knew who was registered and how many CPD credits each workshop was worth, but with only a paper sign-in sheet they had no accurate way of knowing if members actually attended. Staff were left recording credits from incomplete information.
- Replace paper sign-in sheets with accurate attendance data
- Verify which workshops members actually attended and stayed in
- Track CPD credits reliably for more than 13,000 members
- Cut hours of costly administration processing attendee data
- Reduce member frustration with the certificate process
- Automatically generate accurate CPD certificates
- Show sponsors and exhibitors real lead and engagement value
A Modern Approach to Event Management
Check-In & Badging, Lead Capture, Session Management and Reporting & Insights, working as one.
Fast, Paperless Check-In
Attendees received an e-ticket by email or text and scanned it on arrival, and a Jomablue Smart Badge printed instantly. No queues, no paper badges in plastic sleeves, no hassle.
Real-Time Session Attendance
Smart Badges gave the FPA a complete, real-time view of which workshops members attended, when they entered and exited, and how many CPD credits they completed.
Accurate, Automatic CPD Credits
Attendance was recorded instantly and fed into the FPA's information management software, automatically generating CPD certificates members can check online without calling the call centre.
Data That Drives Decisions
With engagement and lead data at their fingertips, the FPA can measure member engagement and show sponsors and exhibitors the value of the Professionals Congress.
What Jomablue Delivered
A single platform spanning check-in, lead capture, session attendance and insights, so data flows from the first scan to the final CPD certificate.
01 Check-In & Badging
E-tickets by email or text, scanned on arrival, with Smart Badges printed on the spot.
02 Smart Badges
Badges printed automatically on arrival from live registration data.
03 Session Attendance Tracking
Entry and exit tracked per workshop, verifying who actually attended and stayed in.
04 CPD Credit Capture
Credits recorded instantly against each member as sessions are completed.
05 Lead Capture
Exhibitors capture and measure leads, showing the value of the Congress.
06 Live Dashboard
A real-time view of attendance and engagement across the three days.
07 Reporting & Insights
Post-event analysis of member engagement to guide future programming.
08 API & Integrations
Attendance data flows into the FPA's information management software to auto-issue certificates.
Jomablue Feature Highlights
Check-In & Badging
E-tickets scanned on arrival, with Smart Badges printed on the spot.
Session Management
Entry and exit tracked per workshop, verifying who attended and stayed.
Lead Capture
Exhibitor scanning that turns badge taps into measurable leads.
API & Integrations
Attendance data flowing into the FPA's software to auto-issue certificates.