2026 F&I Summit for Marine Dealership Professionals

conference attendees in conference room

Two-Day Marine Industry F&I Educational Event Slated for Mid-November in Orlando

EH2O Marine Business Solutions and Parker Business Planning will host its 5th annual 2026 F&I Summit on November 19–20, 2026, in Orlando, Fla., bringing together marine dealership professionals for two days of F&I education, collaboration and practical training focused specifically on the boating industry.

Founded and hosted by Capt. Estephanie, founder of EH2O Marine Business Solutions, the annual Summit is designed for Marine Business Managers and also welcomes sales managers, dealer principals and other dealership leaders who want to better understand the operations, processes and opportunities within a successful F&I department.

“The Business Office touches so many areas of the customer and dealership experience,” said Estephanie. “My goal with the Summit is to create an environment where we can have the conversations that Marine Business Managers and dealership leaders are dealing with every day; from financing and lender strategy to compliance, customer communication, profitability and what happens after the customer says yes.”

2026 Program

This year’s program will be structured around “The Life of a Deal,” following a marine transaction from the initial sales-to-F&I turnover through the final stages of the Business Office process.

Topics will include customer introductions and financing conversations, credit applications and underwriting, proof-of-income review, lender selection, buy versus sell rate, presenting terms, F&I product presentations, menu presentation, overcoming objections, compliance, closing, funding, title and registration, warranty registration and post-sale responsibilities.

The program will combine educational sessions with real-world deal scenarios, interactive discussions, lender insight, scripts, processes and practical resources attendees can take back to their dealerships.

The Summit is intentionally kept small to encourage participation, questions, networking and meaningful conversations among attendees and presenters.
Estephanie created the annual F&I Summit as an extension of her work coaching and developing Marine Business Managers and dealership F&I departments across the country.

Rather than focusing solely on individual F&I products or sales techniques, the Summit takes a broader look at the Business Office and the role it plays in dealership profitability, compliance, operational consistency, lender relationships and the customer experience.

Attendees will also have opportunities to connect with fellow marine professionals, lenders and industry partners while sharing ideas and best practices with others working through similar dealership challenges. The event will conclude with recognition of Business Manager achievements through the annual EH2O F&I Awards.

Registration Information

  • The 2026 F&I Summit will take place November 19–20, 2026, in Orlando, Florida.
  • Attendance is limited to maintain the interactive format of the event. Only 11 seats remain, and registration closes October 28, 2026 or when the event reaches capacity.
  • Who Should Attend: Marine Business Managers, Sales Managers, Dealer Principals and dealership professionals interested in strengthening F&I operations
  • For additional information or to register, visit www.eh2osolutions.com/.

About EH2O Marine Business Solutions

EH2O Marine Business Solutions specializes in the development, training, and coaching of marine dealership Business Offices and F&I professionals. Founded by Capt. Estephanie Herrera, MBA, EH2O works with dealerships and Business Managers on F&I department development, deal flow, lender strategy, compliance processes, customer communication, workflow optimization, performance, and professional development.

Registration Contact:
Capt. Estephanie H Dickinson, MBA
Founder, EH2O Marine Business Solutions
Estephanie@EH2oSolutions.com;
813-919-9605
www.eh2osolutions.com/


EH20 Marine Business Solutions and Parker Business Planning are MRAA Standard Partners.

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