Modernizing Dues & Remittance: Replacing Legacy Systems Without Disrupting Members

If you run dues or finance for a union, association, or any membership organization with locals or chapters, you know the month-end ritual: spreadsheets, manual reconciliation, and a dues system that cannot talk to your GL.  

Many organizations are operating with aging per-capita or remittance systems that were built years ago, run separately from finance, and require significant manual effort to maintain.

In this session, we'll explore how organizations are replacing those legacy systems with a modern dues and remittance platform built on Microsoft Dynamics 365, Power Platform, and Dynamics 365 Finance.

You'll learn how membership operations, remittances, invoicing, rebates, reporting, and finance can work together through a connected solution rather than a collection of disconnected systems and spreadsheets.

What You'll Learn: 

• How a modern dues and remittance platform fits alongside your membership and finance systems

• How Microsoft Dynamics 365 and Power Platform can automate invoicing, remittances, rebates, and reconciliation

• How to move from siloed data to a clear view of who has paid and who is behind

• How organizations can replace legacy per-capita systems without disrupting members, locals, or chapters

• Key considerations, lessons learned, and common surprises when modernizing complex dues and remittance processes

Leaders at unions, professional associations, regulatory bodies, and chapter-based nonprofits, including: 

• Finance: CFOs, VPs and Directors of Finance, Controllers, Finance Operations Managers 

• Membership and dues operations: Directors of Membership Services, Member Operations, Dues and Revenue Operations 

• Technology: CIOs, Directors of IT and Enterprise Applications, Business Systems Managers