Our leadership team
Time with Optimal Blue's executive team, including Joe Tyrrell and Erin Wester, in settings small enough to ask a real question and get a real answer.
The Foundations Experience | February 1–3, 2027
A Summit experience built around you.
A white-glove Summit 2027 program for organizations beginning their relationship with Optimal Blue. Join a small group for a curated agenda, direct access to our leadership team, introductions to the contacts who will know your business best, and meaningful connections with peers and partners.
Rhiannon Bolen
Vice President, New Business Development
Designed Around Your Organization
An experience curated for you
Summit brings hundreds of people together. The Foundations Experience gives your organization a more personal way to participate. This hosted program combines a curated schedule, a small group of guests, and a dedicated team focused on making the right introductions throughout the three-day event.
Your experience begins with a curated agenda prepared in advance. The people most relevant to your organization are lined up before you arrive, and a dedicated host helps with the details from check-in through the final day.
Thoughtfully arranged
The connections we curate
Four kinds of conversations, thoughtfully arranged to help you build the relationships that matter most.
Your key contacts
The account, product, and service leaders who will know your business best,– introduced face to face at the start rather than arriving as an email signature months from now.
Your peers
A hosted luncheon and small-group conversation with organizations that have been where you are now. The perspective shared across the table can be among the most useful takeaways from the week.
Our partners
Direct conversations with the technology, investor, and service partners you already work with, along with introductions to those most relevant to how you plan to operate.
Highlights, not a timetable
Three days, at a glance
Monday, Feb. 1
Arrive and settle in
Your first day is about meeting people before the conference crowd arrives. An optional round of golf with the Optimal Blue team, a Foundations-only welcome toast, the opening reception, and an intimate dinner with our team and invited guests.
Tuesday, Feb. 2
Get to the substance
A day of working sessions reserved for the Foundations group alongside the main Summit stage, including– a look at how the platform comes together, dedicated time with your key contacts, partner introductions, and a hosted peer luncheon.
Wednesday, Feb. 3
See where it leads
Time with our leadership team, the featured speaker, and the market outlook on the main stage. For those ready to take the next step, there is also a moment worth marking properly, with our leadership in the room.
Detailed timing is published closer to the event.
Your personal agenda arrives ahead of Summit, so you'll know exactly where to be.
Personal by design
What white-glove actually means
Your agenda is built around your organization rather than selected from a grid. A dedicated host knows your name, understands your priorities, and makes introductions instead of simply pointing you toward a room. Seats are saved, questions are answered in the moment, and the group remains small enough for the experience to feel personal.
And it means the relationship does not end when the conference does. You leave with the names, the direct lines, and the context to keep the momentum going well past February.
What's included
Two complimentary registrations
Bring the second person who will help lead the work alongside you.
A personal agenda
A curated schedule prepared for your organization ahead of the event, so every session and introduction has a clear purpose.
Leadership access
Small-group time with Optimal Blue's executive team across the three days.
Your key contacts, in person
Face-to-face introductions to the account, product, and service leaders behind your relationship.
Peer and partner connections
A hosted peer luncheon and direct introductions to the partners most relevant to you.
Welcome toast and Foundations dinner
A Foundations-only toast on Monday afternoon and an intimate dinner that evening with our team.
JW Marriott Desert Ridge Resort & Spa
Getting There
Summit 2027 is held at the JW Marriott Desert Ridge Resort & Spa, roughly thirty minutes from Phoenix Sky Harbor International Airport. Guests arrange their own travel to the resort, and a room block is available at the Summit rate through January 2, 2027.
View Venue DetailsThe Foundations Experience
Two registrations. One very good beginning.
The Foundations Experience is limited to a small group to keep the program personal. Reserve your place, and your Optimal Blue contact will follow up with next steps and details about your curated agenda.
Questions? Your Optimal Blue contact can walk you through the program.