Discover how HFMA is scaling cohort-based peer learning across its 145,000+ members — and building a replicable model for deeper volunteer engagement and early career member engagement.

This case study explores:

• How HFMA launched three distinct program designs across volunteer and emerging professional segments in under a year

• The AI-powered matching strategy that ensured every cohort connected members around genuinely shared challenges — not just job titles

• How anonymized meeting intelligence turned peer conversations into real-time strategic insight for HFMA's leadership team

• Results: 16 unique cohorts, 60+ Zoom meetings, 278 agenda topics, and 18,000+ minutes of member conversation

• The roadmap for expanding RallyBoard as a foundational layer of HFMA's engagement strategy — across regional chapters, volunteer networks, and emerging leader communities