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2025 F&I Summit Highlights
Now in our 4th year, the F&I Summit continues to bring together Business Managers and industry professionals from across the marine world for two powerful days of training, collaboration, and growth. Each year, our event is dedicated solely to the boating industry, offering proven F&I practices, compliance insights, cash conversion strategies, extended protection training, and opportunities to connect with top lenders and partners.
Check out our highlight video below to see how much fun we have while learning, networking, and celebrating success!
Don't miss out on next year's event. Pre-register for our 2026 F&I Summit using the link at the top right of the page.
The ultimate goal of EH2O Solutions is to help Marine Dealer's Closing and F&I Department's and their Business Managers reach peak performance via personalized training plans.
The Finance and Insurance Department benefits both production and profit maximization for Marine Dealers. EH2O Solutions will help establish effective changes through industry best practices, by establishing the foundations that make a successful business office through Proper Processes, Checklists, Menu Offerings, Enrollment of Best Lenders for your Dealer & Customers, Titling, Registration, USCG Documentation & more.
"Throughout 20 years in the Business Office within the Boating Industry, I have identified key areas where Business Managers are meeting expectations combined with recognizing those that have a lot of room for improvement. Whether you are bringing F&I In-House, need assistance onboarding and training a new Business Manager or are a Veteran F&I Expert that always likes to learn, I have something to offer, personalized to what is best for you."
Current & Past Members
Services
Initial Consultation & Assessment
- 1-2 Day On-Site Visit
- Next Steps Action Plan
- Customized Training Outline
- Personalized Templates
- Includes 1st 2 Months of Weekly 1 – 1½ Hr. In-Person or Virtual Training Sessions
- Assistance Processing Current Deals
- 24/7 Access
- Group Members Pricing Available after 2 Months of Training
Group Members 100% Renewal Rate
- One-on-One Weekly 1 Hr.
- Virtual Training Sessions
- Personalized Process Checklists
- Monthly Performance Reviews
- 24/7 Access
Hourly Sessions (Non-Members)
- One-on-One Virtual Training Sessions - Specific Topic
- Emergency Deal Assistance
Vessel Documentation & Compliance
- Vessel Titling & Registration
- Vessel USCG Documentation
- Notary Services
- Permit Acquisition & Compliance
Surveys, Inspections & Investigations
- Pre-Purchase Boating Inspections
- Marine Surveying & Consulting
- Marine Vessel Appraisal
- NDT Services (Non-Destructive Testing)
- Damage Investigation
- Boat Collision Analysis
Legal, Risk & Advisory Services
- Boating Legal Expertise
- Liability Management Consulting
- Industry Partner Consultation
- Complimentary Consultation
Marina & Property Services
- Strategic Dock & Slip Acquisition
- Boat Slips & Docks Management
Yacht & Crew Management
- Yacht Management
- Crew Sourcing & Placement
- Crew Training & Development
- Crew Roles & Responsibilities Consultation
- Payroll & Administrative Support
Finance & Insurance Services
- F&I Consultation & Assessment
- 60-Minute F&I Training Session