An Island Oasis for Industry Leaders to Connect and Innovate
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Fernandina Beach, FL 32034
2025 C-Suite Retreat
Wednesday, August 6, 2025
to Friday, August 8, 2025
Omni Amelia Island
39 Beach Lagoon RdFernandina Beach, FL 32034
Overview
The C-Suite Retreat is the industry’s top event for auto finance company CEOs, executives, and senior staff to come together for candid conversations about the non-prime market and beyond. Attendees will exchange ideas, solve common challenges with their peers, and gain fresh insights from industry professionals.
Participants can expect to discuss cutting-edge practices, policies, initiatives, technologies, and more that are shaping the future of the auto finance industry. The topics are created by attendees with an agenda that features facilitated small group discussions and invaluable networking.
And the value doesn’t stop when the event ends! Attendees will receive an exclusive post-event summary capturing key discussion points—so you leave with actionable insights and a tangible takeaway from the onsite conversations.
To maintain an intimate environment that supports meaningful dialogue, attendance is limited to 25 finance executives. This event is expected to sell out, so reserve your spot early!
"The C-Suite Retreat provided the perfect environment to strategize and collaborate with fellow industry leaders. I’m already looking forward to next year!"
- Mike Akers, President/CEO, Hello Credit Union
- Mike Akers, President/CEO, Hello Credit Union
A Space Designed Exclusively for Industry Leaders
Attendance is encouraged by CEOs, Presidents, C-Suite, and Senior Executive level staff from financing sources only. Representatives from all sales finance companies are welcome to register and attendance is limited to the first 25 registrants. Representatives from industry solution providers may only register as sponsor attendees, and these spots are limited to five companies.
"The retreat's exclusivity made the conversations more impactful, and the networking felt authentic and purposeful. This intimate setting facilitated a more focused and productive exchange of ideas."
- Jodi Murphy, Chief Marketing Officer, Foursight Capital Officer, Foursight Capital
- Jodi Murphy, Chief Marketing Officer, Foursight Capital Officer, Foursight Capital
Why You Should Attend... Let Me Count the Ways:
🔹 An Agenda Built for You, by You – Content shaped by industry leaders ensures discussions that matter most.
🔹 Meaningful Conversations, Not Just Presentations – An intimate setting fosters candid, high-value peer-to-peer dialogue.
🔹 Genuine Relationship Building – Connect with a passionate community of executives who share your interests and challenges.
🔹 Future-Focused Insights – Engage in an innovative roundtable with top industry thought leaders and solution providers.
🔹 Inspiration to Level Up – Walk away with fresh perspectives and the motivation to achieve your personal and professional goals.
🔹 Unforgettable Experiences – Strengthen connections with an optional golf or spa outing alongside fellow attendees.
🔹 A Stunning Setting – Enjoy a beautiful venue with top-tier amenities for you and your guest/spouse to enjoy with a special guest registration option.
This isn’t just another conference—it’s an opportunity to connect, collaborate, and recharge with the best in the industry.
Designed by You, Driven by Strategy
This retreat’s agenda is shaped by the attendees, ensuring discussions that matter most to you. With a focus on strategic dialogue, peer-to-peer collaboration, and forward-thinking innovation, each session is an opportunity to tackle industry challenges, share insights, and shape the future of auto finance. No lectures—just meaningful conversations that spark action.
"The intimate setting of the C-Suite Retreat was a refreshing change from large conferences. The small group environment allowed for meaningful connections, and I left with new friendships and valuable reconnections. I've been busy scheduling my follow-up meetings with my new friends. I'll definitely be back next year!"
- Russell Warden, CEO, SameDay Auto Finance
- Russell Warden, CEO, SameDay Auto Finance
5:00 PM – 6:30 PM | Welcome Reception
Kick off the retreat with conversations and connections.
Registered Guests Welcome
7:00 PM – 9:00 PM | Small Group Dinners
Take networking to the next level with intimate preassigned small group dinners.
Registered Guests Welcome
7:30 AM – 12:30 PM | Golf or Spa Experience
Start the day your way – on the course or at the spa, both designed to build relationships in a relaxed setting.
Registered Guests Welcome
1:00 PM – 2:00 PM | Networking Luncheon
Attendees Only
2:00 PM – 3:15 PM | Welcome & Opening Session
Set the stage for the retreat with an overview of key themes, objectives, and a state-of-the-industry update on non-prime auto finance.
Attendees Only
3:15 PM – 3:30 PM | Break
3:30 PM – 5:00 PM | Spark! Session
A fast-paced, interactive session showcasing real-world client success stories and innovative strategies in a dynamic and engaging format.
Attendees Only
5:30 PM – 6:30 PM | Evening Reception
Unwind after the day’s discussions with a social hour featuring appetizers and beverages.
Registered Guests Welcome
6:30 PM – 8:30 PM | Group Dinner
Enjoy a thoughtfully curated dining experience designed to spark meaningful conversations.
Registered Guests Welcome
8:00 AM – 8:30 AM | Breakfast
Attendees Only
8:30 AM – 10:00 AM | General Session: Executive Insights
A deep dive into key industry topics such as economic trends, compliance, technology innovation, and customer experience is tailored to attendee interests based on pre-event survey responses.
Attendees Only
10:00 AM – 10:15 AM | Break
10:15 AM – 11:30 AM | General Session: Strategy & Solutions
Engage in an in-depth discussion on critical industry challenges and opportunities, guided by attendee-driven topics such as market trends, workforce and leadership, operational expenses, portfolio performance and risk, and more.
Attendees Only
11:30 AM – 12:30 PM | Networking Luncheon
Attendees Only
12:30 PM – 1:45 PM | General Session: Executive Roundtable
A facilitated dialogue on remaining high-impact topics with an opportunity to share best practices, explore challenges, and gain diverse perspectives from peers.
Attendees Only
1:45 PM – 2:30 PM | General Session: Key Takeaways
A wrap-up session highlighting key insights, actionable strategies, and next steps to take back to your organization.
Attendees Only
Where Tranquil Vibes and Bold Ideas Meet
Omni Amelia Island
39 Beach Lagoon Rd
Fernandina Beach, FL 32034
The Omni Amelia Island Resort & Spa is Florida's premier AAA Four Diamond destination island resort, matched in perfect harmony with nature. Located on Amelia Island, Florida, just 29 miles north of Jacksonville International Airport (JAX), the 1,350-acre property overlooks the blue water of the Atlantic Ocean on the east and the green marshland and Intracoastal Waterway on the west.
Hotel Reservations
A special group rate of $299 per night is available for retreat attendees. Room reservations can be made online by or by calling the Omni's dedicated Reservations Desk at 1-888-261-6161 and referring to the group and meeting name.
Registration Rates & Important Information
🔹 Early Bird Member Registration: $995
🔹 Standard Member Registration: $1,295
🔹 Early Bird Non-Member Registration: $1,395
🔹 Standard Non-Member Registration: $1,695
🔹 Guest Registration: $495
🔑 Registration is exclusively available to industry professionals from auto finance companies and financing sources.
🐦 Early Bird rates are available through May 2, 2025.
🎟️ Guest Registration includes the Wednesday and Thursday evening activities and a choice of spa or golf. This option is intended for significant others/spouses, not colleagues/industry professionals.
🚨 All sponsor spots for 2025 have been filled. To inquire about future events or other branding opportunities, please contact us.
Marguerite Watanabe | President, Connections Insights
Marguerite Watanabe has worked in the auto and automotive finance industry for over 30 years allowing her to truly understand its strengths, weaknesses, and, most importantly, opportunities. Her company provides focused insights to its clients on where innovative product and service solutions can be implemented to improve business processes and shareholder value and makes connections that build bridges between strategic business partners.
On the tip of a barrier island in northeastern Florida, award-winning Four Diamond-rated Omni Amelia Island Resort & Spa welcomes guests to a serene location overlooking the white sands of Fernandina Beach and the Atlantic Ocean. With a pristine beach, walking and biking trails and access to kayaking and paddle-boarding at your doorstep, there’s no better place for a Florida retreat.
Set against miles of idyllic beaches, tranquil marshlands, and stunning golf courses, Amelia Island offers the perfect blend of relaxation and inspiration. Enjoy breathtaking ocean views from your luxurious accommodations, unwind by our expansive poolscape, and rejuvenate with a refreshing spa treatment. For those seeking adventure, explore the island’s natural beauty with outdoor activities.
