Session Overview
Many NAHAD members have optimized sourcing, inventory management, and logistics, yet financial operations remain manual or inconsistent across branches.
This session focuses on aligning AR workflows, standardizing payment acceptance policies, and improving reporting visibility across locations to protect margins and reduce internal friction.
Key Takeaways
- Identifying internal bottlenecks that delay billing and payment
- Standardizing payment and credit workflows across branches
- Reducing manual reconciliation and duplicate entry
- Improving reporting visibility across multiple locations
- Leveraging automation strategically without disrupting ERP systems
About the Speaker
David James is the Director of the Strategic Alliances team at SFP, working closely with associations, member-based organizations, and technology platforms to deliver high impact, revenue-generating payment solutions.
His role bridges business development, marketing strategy, and technology integration, with a focus on building scalable programs that reduce processing costs, improve automation, and drive non-dues revenue.
David has helped build and manage over 75 national and regional partnerships with associations, cooperatives, and member-based organizations, supporting every stage of the relationship from initial outreach and onboarding to marketing rollout and long-term growth.