Premier Partner Summit

RULES

1. Only OCCU-partnered Dealer Principals, Executive Managers, or General Managers are eligible to attend, absent an exception being granted by OCCU. Exception requests should be directed to RBlack@myoccu.org.
2. Enrollment to participate required. Only validly enrolled dealerships are eligible to participate.
3. Dealerships must enroll one primary designee and one alternate designee who will attend if OCCU is notified in advance that the primary designee is unable to attend.
4. Guests of dealership attendees must be at least 21 years of age.
5. Eligible participation requires a fully completed enrollment form. Partially completed enrollment forms will not be accepted as valid enrollment in the Challenge.
6. The Challenge period will be July 1, 2025 through September 30, 2025.
7. Challenge standing will be based on loan dollars funded during the Challenge period with application dates of July 1, 2025 through September 30, 2025.  Loans must be funded by end of business Friday, October 3, 2025 to be eligible.
8. The top 25 Challenge producers, measured by funded dollars, will earn a spot at the 2025 Premier Partner Summit.
9. In the event of a tie (rounded to the nearest dollar), the dealership submitting the fewest loans will prevail (highest average loan amount wins).
10. Winners will be notified by email at the contact information provided on the enrollment form.
11. All decisions of OCCU are final.
     

Premier Partner Summit Event 2025 in Scottsdale, AZ, the “West’s Most Western Town.”

1. A hosted event at J.W. Marriott Scottsdale Camelback Resort and Spa.
2. Lodging from December 2 through the 4, checking out on Friday, December 5 in one of the Resort’s luxurious casitas.
3. Hosted dinners with all attendees, including OCCU Monday and Thursday.
4. A partial-day conference for dealership attendees on Tuesday featuring:
   1. Dr. Bill Conerly, nationally recognized economist and contributor to Forbes magazine.
   2. Attorney Andy Spillane, a shareholder with Godfrey & Kahn Law, in the Banking and Data Privacy, Cybersecurity & Technology practices in the Milwaukee office.
   3. Unknown Unconfirmed, VP New Products at ViTu, a digital license, title, and lien perfection partner. VitU is the only provider in the nation that delivers an unrivaled ecosystem connecting lenders, dealers, insurers and consumers.
   4. A fireside chat with senior executives from Origence (CUDL) and OCCU looking at the future of indirect lending and specifically OCCU’s indirect lending strategy.
   5. A fireside chat with OCCU VPs and Directors of differing business units offering new perspectives on how your dealership can partner with OCCU in other ways.
   6. During the Tuesday conference, guests of attendees will be treated with a spa day or golf.
5. Wednesday will be day of activities like you’ve never seen. Imagine horseback riding through the Sonoran Desert, taking a hot air balloon ride at dawn followed by a champagne brunch, or Jeep off-roading in the Sonoran Desert; all followed by a pub-crawl through Old Town Scottsdale, Wednesday evening.
6. Thursday will be a day of your choosing until 7:00 p.m. Golf, go to the spa, visit the Penske Racing Museum or Scottsdale’s Museum of the West, go shopping at Scottsdale’s Fashion Square, or take a ride on the McCormick-Stillman Railroad’s steam locomotive.
7. At 7:00 p.m. we’ll have a farewell awards dinner at the famous Lincoln Steakhouse and Bar.
8. Bring your best western boots. Hats and spurs are optional.