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SEMINAR SCHEDULE

Stay ahead and plan your day with our detailed schedule of educations opportunities.

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SUNDAY, MARCH 14, 2027

1SUMC – 9:00 AM – 12:00 PM

Blueprint for Profit: Mastering Financial Planning & KPIs

Speaker: 

Michele Williams, Scarlet Thread Consulting

Great businesses don’t grow by chance; they grow through intentional financial planning. In this interactive master class, Michele Williams will guide you through a practical framework for building a financially healthy business. Learn how to analyze past performance, establish meaningful financial goals, model multiple business scenarios and create the Key Performance Indicators (KPIs) that drive smarter decisions throughout the year. Whether you’re planning growth, increasing profitability or strengthening cash flow, you’ll leave with a clear road map and actionable tools to confidently lead your business with data instead of guesswork.

Learning Outcomes:

    • Analyze financial performance to identify trends, uncover opportunities and prioritize strategic business decisions
    • Build a practical financial model, including break-even analysis and forecasting, to evaluate business scenarios and support confident planning
    • Create meaningful KPIs and dashboards that align with business objectives, measure performance and improve accountability throughout the year
2SU – 9:00 AM – 10:15 AM

More Sales, Less Spend: Hidden Growth Strategies Inside Your Business

Speaker: 

Madeleine MacRae, President madeleinemacrae.com

When sales slow, many businesses instinctively increase their marketing spend. But sustainable growth isn’t always found by spending more; it’s often discovered by maximizing the opportunities already within your business. Join business growth strategist Madeleine MacRae for this fast-paced, interactive session as she reveals seven proven strategies to increase revenue without increasing your advertising budget. You’ll learn how to identify untapped opportunities, strengthen customer relationships, generate more referrals and create consistent growth using the assets, systems and people you already have. Whether you’re looking to boost sales, improve profitability or build a more resilient business, you’ll leave with practical ideas you can implement immediately.

Learning Outcomes:

    • Identify seven proven strategies to drive business growth without increasing marketing or advertising spend
    • Uncover overlooked revenue opportunities within their existing customer base, processes and business operations
    • Increase referrals, repeat business and customer loyalty through intentional relationship-building and customer engagement
    • Develop an actionable growth plan with practical tactics that can be implemented immediately to improve sales and profitability
3SU – 9:00 AM – 10:15 AM

Panel Discussion | Tradition Meets Tomorrow: Preserving Craftsmanship While Building the Future

Speaker: 

Moderator: Linda Tully, Tully Drapery Shop

Our industry is built on craftsmanship, creativity and relationships—but the future demands innovation, adaptability and new ways of thinking. Join an accomplished panel of industry leaders for a dynamic discussion on how today’s businesses can embrace change while preserving the artistry and values that define custom window treatments. Explore the impact of emerging technologies, evolving customer expectations, workforce development and strategic partnerships on the future of our industry. Together, we’ll examine how to balance handcrafted excellence with smarter business practices, identify which innovations are worth embracing and discuss ways to inspire the next generation of designers, makers, installers and entrepreneurs. Whether you’re a designer, an artisan workroom owner, a fabricator, a supplier, an installer, an educator or a business leader, you’ll leave with fresh perspectives, practical ideas and renewed confidence to help your business thrive in a rapidly evolving industry.

Learning Outcomes:

    • Identify the trends, opportunities and challenges shaping the future of the custom window covering industry
    • Evaluate practical strategies for integrating technology, fostering collaboration and attracting the next generation of talent while maintaining quality craftsmanship
    • Develop ideas for future-proofing their business by balancing innovation, operational excellence and the artisan skills that differentiate their brand
4SU – 9:00 AM – 10:15 AM

Window Coverings 2035: Forecasting the Future of Our Industry

Speaker: 

Deb Barrett, Principal, Window Dressings

The window covering industry is entering a decade of unprecedented transformation. The future will be shaped not only by new products and design trends, but by global influences, emerging technologies, changing consumer expectations and evolving business models. This forward-looking seminar explores the forces expected to redefine how window coverings are designed, specified, manufactured, sold and experienced through 2035. From artificial intelligence, smart homes, wellness and sustainability to luxury lifestyles and personalization, attendees will gain insight into the innovations reshaping every stage of the customer journey, from inspiration and specification to fabrication, installation and long-term ownership. Discover the trends that matter most and the strategic actions your business can begin taking today to remain competitive and thrive in the decade ahead.

Learning Outcomes:

    • Identify the global trends, emerging technologies and consumer shifts expected to shape the window covering industry through 2035
    • Evaluate how AI, smart home integration, wellness, sustainability and evolving lifestyles will influence product development, design, sales and customer experience
    • Develop forward-looking strategies to prepare your business, services and client experience for long-term success in a rapidly changing marketplace
5SU – 9:00 AM – 10:15 AM

Beyond the Feed: Using Social Media, AI & Video to Build Trust & Drive Leads

Speaker: 

Audra Tomme, Creekmore Marketing

Today’s homeowners don’t just use social media to browse; they use it to discover businesses, research products, compare providers and decide who they trust before ever reaching out. For window covering professionals, a strong digital presence is essential for attracting qualified leads and standing out in a competitive market. In this practical session, Creekmore Marketing will demonstrate how to combine social media, AI, video, customer reviews and paid promotion to create a marketing strategy that builds credibility and drives business growth. Learn how to create authentic content that showcases your expertise, streamlines content creation with AI and keeps your business visible throughout the customer journey. You’ll leave with actionable strategies to increase engagement, generate more inquiries and turn online connections into lasting customer relationships.

Learning Outcomes:

    • Develop a social media strategy that builds trust, showcases expertise and attracts qualified prospects
    • Leverage AI and video tools to efficiently create engaging content from everyday projects and customer interactions
    • Integrate organic content, paid advertising and customer reviews to increase visibility, generate leads and measure marketing success
6SU – 10:30 AM – 11:45 AM

Motorization 101: Selling & Succeeding with Smart Shades

Speaker: 

John MacKenzie, CEO and Co-founder, Cronopower

Motorization has quickly evolved from a luxury upgrade to an expected feature in today’s window treatment projects. Whether you’re new to automation or looking to strengthen your product knowledge, this session will provide a practical foundation for understanding today’s motorization solutions. Join industry expert John MacKenzie as he demystifies motor types, power options, control systems and smart home integration while exploring the latest innovations shaping the future of the industry. More importantly, you’ll learn how to communicate the value of motorization in simple, client-friendly terms that build confidence, overcome objections and increase sales. Leave with the knowledge and strategies to position motorization as an essential solution for convenience, comfort, safety and modern living.

Learning Outcomes:

    • Understand the fundamentals of motorization, including motor types, power sources, control systems and smart home integration
    • Recognize emerging trends in automation and connected home technology that are influencing customer expectations and purchasing decisions
    • Apply proven sales techniques to confidently present motorization as a valuable upgrade that enhances convenience, functionality and lifestyle
7SU – 10:30 AM – 11:45 AM

Soft Treatments 101: From Concept to Confident Execution

Speaker: 

Vita Vygovska, Founder and CEO, Vitalia Inc.

Beautiful custom soft treatments begin with thoughtful planning, clear communication and a solid understanding of fabrication. Whether you’re new to soft treatments or looking to refine your process, this session will provide the practical knowledge needed to move confidently from concept to installation. Join Vita Vygovska as she demystifies the design, specification and ordering process while sharing best practices for collaborating with clients, designers and workrooms. You’ll also learn how to avoid common mistakes that lead to delays, rework and costly errors. Walk away with the confidence to specify custom soft treatments that are both beautiful and functional while delivering a seamless experience for every client.

Learning Outcomes:

    • Understand the fundamentals of custom soft window treatments, including key terminology, fabrication methods and specification best practices
    • Improve communication and collaboration with clients, designers and workrooms to ensure successful project execution from concept through installation
    • Recognize and prevent common design, ordering and specification mistakes to improve efficiency, profitability and customer satisfaction
8SU – 10:30 AM – 11:45 AM

Drapery Hardware Deep Dive: Beauty, Function & Performance

Speaker: 

Linda Tully, Tully Drapery Shop

Drapery hardware is far more than a finishing touch; it’s the foundation for how a treatment looks, functions and performs over time. In this practical session, Linda Tully will explore the critical decisions that separate beautiful, high-performing installations from costly mistakes. Learn how fullness, pleat style, hardware selection and track systems work together to influence both aesthetics and functionality. You’ll gain a clear understanding of when to specify decorative rods, traversing systems, ringless tracks, concealed hardware and architectural ceiling-mounted tracks while discovering how thoughtful hardware selection enhances the client experience. Leave with the confidence to specify hardware early in the design process, ensuring every treatment is as functional as it is beautiful.

Learning Outcomes:

    • Evaluate the relationship between fullness, pleat style and hardware systems to ensure optimal performance, functionality and appearance
    • Select the appropriate drapery hardware for decorative, traversing, concealed and architectural applications based on design intent and project requirements
    • Integrate hardware selection into the design process to improve installation outcomes, enhance client satisfaction and deliver long-lasting performance
9SU – 10:30 AM – 11:45 AM

From Search to Showroom: SEO Content That Helps Homeowners Choose You

Speaker: 

Audra Tomme, Creekmore Marketing

Today’s homeowners are searching for far more than “blinds near me.” They are comparing styles, researching solutions, reading reviews, watching videos and evaluating which companies they can trust in their homes. This session explores how to create SEO-driven content that supports customers throughout the research and decision-making process while preparing your business for the continued evolution of AI-powered search. Attendees will learn how to strengthen product, service and location pages; create content around high-intent customer questions; and turn everyday business activities such as consultations, installations and FAQs into valuable marketing assets. The session will also cover practical ways to use before-and-after content, video, testimonials and comparisons to improve visibility, engagement and lead quality.

Learning Outcomes:

    • Map the homeowner’s research journey and identify where SEO content can influence purchasing decisions
    • Create high-value product, service, location and educational content that supports search visibility and sales conversations
    • Use AI, video, testimonials and project content to build a more efficient and future-ready marketing strategy
10SUL – 12:00 PM – 1:15 PM

KEYNOTE LUNCHEON: The Human Advantage - Why Understanding People Is Your Greatest Competitive Edge

Speaker: 

Tracee Murphy, The Design Biz Therapist

Every business challenge is ultimately a human challenge. Behind every customer decision, team dynamic and business relationship is one powerful force: human behavior. The businesses that thrive don’t simply have better products, smarter strategies or the latest technology—they understand people. Through the lens of psychology and emotional intelligence, this keynote explores how understanding what drives people to think, react, connect and make decisions can become one of your greatest competitive advantages. Discover how greater self-awareness and human insight can help you communicate more effectively, build trust faster, strengthen teams, deepen customer relationships and lead with greater influence. Because in business, understanding people isn’t just a soft skill—it’s an advantage.

Learning Outcomes:

    • Recognize how psychology and emotional intelligence influence communication, decision-making, trust and human behavior
    • Apply greater self-awareness and human insight to strengthen leadership, team dynamics and customer relationships
    • Communicate with greater influence, build stronger connections and turn human relationships into a competitive business advantage
11SU – 1:30 PM – 2:45 PM

Sell Without the Sleaze: How to Sell with Integrity & Close with Confidence

Speaker: 

Madeleine MacRae, President madeleinemacrae.com

Selling doesn’t have to feel uncomfortable. The most successful sales professionals don’t rely on pressure or persuasion; they build trust, solve problems and help customers make confident decisions. In this interactive, workshop-style session, sales expert Madeleine MacRae challenges common misconceptions about selling and introduces a relationship-driven approach that feels authentic while delivering stronger results. Through practical exercises and real-world examples, attendees will learn how to communicate value beyond price, confidently present premium products and upgrades, respond effectively to common objections and guide customers toward informed purchasing decisions. Leave with proven language, practical strategies and renewed confidence to increase sales while strengthening lasting customer relationships.

Learning Outcomes:

    • Build trust and credibility by adopting a relationship-focused sales approach that creates confident buying decisions
    • Apply proven techniques to overcome common objections, shift conversations beyond price and communicate value more effectively
    • Confidently recommend premium products, upgrades and additional services to increase sales while enhancing the customer experience
12SU – 1:30 PM – 2:45 PM

Beyond Beautiful: The New Era of Wellness-Driven Window Treatments

Speaker: 

Deb Barrett, Principal, Window Dressings

Wellness has become one of the most influential forces shaping residential and commercial design, influencing everything from lighting and air quality to acoustics, sustainability and occupant well-being. Yet one of the most powerful wellness solutions in any space is often overlooked: the window treatment. In this thought-provoking session, Deb Barrett explores how today’s window treatments contribute far beyond aesthetics by supporting healthier, more comfortable and higher-performing environments. Discover how thoughtful specification can improve sleep, productivity, daylight management, glare control, thermal comfort, acoustic performance, energy efficiency, biophilic design and aging-in-place. You’ll also learn how to reposition window treatments as an essential component of wellness-focused interiors, helping clients understand their lasting value while creating spaces that are both beautiful and beneficial.

Learning Outcomes:

    • Recognize the growing role of wellness in interior design and explain how window treatments support healthier, higher-performing spaces
    • Evaluate window treatment solutions that improve daylight management, comfort, energy efficiency, acoustics, sleep and occupant well-being
    • Apply wellness-focused design strategies to specify window treatments that deliver measurable health benefits while enhancing aesthetics and client value
13SU – 1:30 PM – 2:45 PM

The Language of Luxury: Mastering Color for High-End Interiors

Speaker: 

Elle Cole, Elle Cole Interiors

Luxury interiors are not defined by expensive furnishings alone; they are shaped by the intentional use of color to create emotion, depth and timeless appeal. Join nationally recognized interior designer Elle Cole as she explores how today’s leading designers use color to enhance architecture, influence mood and elevate the client experience. Discover how to develop sophisticated, layered palettes that work harmoniously with natural light, architectural details and material selections while avoiding short-lived trends. Whether designing a new luxury home or refreshing an existing space, you’ll gain practical strategies for creating interiors that feel refined, personalized and enduring, delivering greater value for both your clients and your business.

Learning Outcomes:

    • Evaluate how color influences spatial perception, architectural features and the emotional experience within luxury residential interiors
    • Develop cohesive, timeless color palettes by balancing undertones, natural light, architectural style and material selections
    • Apply luxury-focused color strategies that enhance perceived value, reflect each client’s lifestyle and create sophisticated, enduring interiors
14SU – 1:30 PM – 2:45 PM

Commercial Shading 101: Winning Projects from Bid to Closeout

Speaker: 

John MacKenzie, CEO and Co-founder, Cronopower

Commercial shading projects can open the door to larger contracts, recurring business and long-term growth, but success requires understanding a very different sales and project management process. This session provides a practical introduction to the commercial market, guiding attendees through every stage of the project life cycle, from identifying opportunities and preparing competitive bids to estimating, quoting and winning contracts. You’ll also gain insight into what happens after the award, including product submittals, project coordination, billing and closeout. Whether you’re exploring commercial work for the first time or looking to expand your business, you’ll leave with a clear understanding of the process, potential challenges and strategies for delivering successful commercial projects.

Learning Outcomes:

    • Identify commercial shading opportunities and evaluate whether the market aligns with your business goals and capabilities
    • Navigate the commercial bidding process, including estimating, quoting and preparing competitive proposals
    • Apply best practices for managing commercial projects from contract award through submittals, coordination, billing and project closeout
15SU – 3:00 PM – 4:15 PM

Conflict Without the Chaos: Turning Difficult Conversations into Stronger Relationships

Speaker: 

Tracee Murphy, The Design Biz Therapist

Difficult conversations are inevitable. The chaos that often comes with them doesn’t have to be. Whether you’re dealing with a challenging employee, frustrated client, strained partnership or uncomfortable conversation you’ve been putting off, how you handle conflict can either erode trust or strengthen it. This interactive session explores what happens when emotions run high, why people become defensive or shut down, and how to keep difficult conversations from becoming destructive ones. Learn practical strategies to manage tension, reduce defensiveness, communicate with greater clarity and address problems directly—without damaging important relationships. Attendees will walk away better equipped to turn conflict into an opportunity for stronger relationships, greater accountability and better business outcomes.

Learning Outcomes:

    • Recognize communication patterns that escalate conflict and apply practical techniques to reduce defensiveness and manage tension
    • Address performance issues, unmet expectations and challenging behavior with greater clarity, confidence and appropriate boundaries
    • Navigate difficult conversations in ways that strengthen trust, accountability and professional relationships
16SU – 3:00 PM – 4:15 PM

Profit First: From Cash Flow Chaos to Financial Confidence

Speaker: 

Michele Williams, Scarlet Thread Consulting

Profit doesn’t happen by accident—it happens by design. The Profit First® system transforms the way businesses manage cash by prioritizing profit before expenses, creating healthier cash flow and long-term financial stability. In this practical, hands-on session, Michele Williams, a Profit First Certified Professional since 2015, will guide attendees through the core principles of the Profit First methodology and how to implement it within their own businesses. Learn how to establish the right bank accounts, allocate income with confidence, manage cash more effectively and build a sustainable financial rhythm that supports growth, taxes and future investments. Whether you’re new to Profit First or ready to put the system into practice, you’ll leave with actionable tools to improve your company’s financial health.

Learning Outcomes:

    • Implement the core Profit First framework, including the essential bank account structure and cash allocation process
    • Apply target allocation percentages to improve cash flow, profitability and financial decision-making
    • Develop a sustainable system for managing expenses, planning taxes, building reserves and supporting long-term business growth
17SU – 3:00 PM – 4:15 PM

Drapery Is Art: Elevating Window Treatments to Their Rightful Place

Speaker: 

Linda Tully, Tully Drapery Shop

Custom drapery is far more than privacy, light control or the finishing touch to a room—it’s art. It creates warmth, shapes emotion, defines style and transforms ordinary spaces into extraordinary experiences. Yet drapery is too often undervalued, leaving designers and sales professionals struggling to communicate its true worth and justify its investment. In this inspiring session, Linda Tully explores why custom drapery deserves recognition alongside furniture, lighting and fine art as an essential element of interior design. Through compelling design examples and practical selling strategies, attendees will learn how to communicate the artistic and emotional value of custom window treatments, confidently discuss pricing and create beautiful solutions that balance exceptional design with a client’s budget. When we elevate the conversation around drapery, we elevate the value of our entire industry.

Learning Outcomes:

    • Communicate the artistic, emotional and design value of custom drapery beyond its functional benefits
    • Confidently present and price custom drapery by explaining the craftsmanship, materials and value behind the investment
    • Position drapery as an essential design element while adapting recommendations to align with a client’s vision and budget
18SU – 3:00 PM – 4:15 PM

Smart Moves: Next-Generation Motorization & Smart Home Automation

Speaker: 

O’D McKewan, Product Coach, Smart Shade Services

Motorized window coverings continue to evolve at a rapid pace, bringing new opportunities for designers, retailers and installers to deliver smarter, more connected solutions. This session explores the latest innovations across leading manufacturers, including advancements in automation, smart home integration, energy efficiency, power options, user interfaces and product design. Attendees will compare emerging technologies, discover how new features enhance both performance and the customer experience, and gain insight into the trends shaping the future of motorization. Whether you’re expanding your product knowledge or preparing for what’s next, you’ll leave with practical insights to confidently recommend future-ready solutions and stay competitive in an evolving marketplace.

Learning Outcomes:

    • Compare the latest motorization technologies and innovations across leading manufacturers
    • Evaluate advancements in automation, smart home integration, energy efficiency, power options and user experience
    • Identify emerging trends that will influence the future of motorized window coverings and guide more informed product recommendations

MONDAY, MARCH 15, 2027

1MO – 9:00 AM – 10:15 AM

Beyond the Scroll: Why That Color Worked on Instagram but Won’t Work in Every Home

Speaker: 

Elle Cole, Elle Cole Interiors

Instagram, Pinterest and TikTok have become today’s design inspiration boards, but the colors clients fall in love with online rarely look the same in their own homes. Photography, filters, screen settings, natural light, architecture and surrounding finishes all influence how color is perceived, often creating unrealistic expectations. Join nationally recognized interior designer Elle Cole as she explores why viral colors succeed in one space but fail in another. You’ll learn how to evaluate online inspiration through a professional lens and confidently guide clients toward color selections that reflect their home, lifestyle and lighting conditions, creating beautiful, personalized interiors that stand the test of time rather than the latest trend.

Learning Outcomes:

    • Identify the environmental and digital factors, including lighting, photography, filters and architecture, that influence how color is perceived on social media
    • Analyze why trending colors perform differently across spaces by evaluating orientation, scale, materials, finishes and surrounding elements
    • Implement effective client communication strategies that transform online inspiration into personalized, functional and timeless color selections
2MO – 9:00 AM – 10:15 AM

Panel Discussion | Motorization Unplugged: Inside the Future of Smart Shading

Speaker: 

O’D McKewan, Product Coach, Smart Shade Services

Motorization is transforming the window covering industry faster than ever before. Join leading manufacturers and industry experts for a lively panel discussion exploring the latest innovations in motorization, smart home automation, energy efficiency and connected technologies. Moderated by O’D McKewan, this interactive session will provide firsthand insights into emerging products, evolving customer expectations and the trends shaping the future of residential and commercial shading. Panelists will discuss opportunities, challenges and best practices for specifying, selling and supporting today’s advanced motorization solutions, while attendees will have the opportunity to ask questions and gain practical advice directly from the experts driving innovation across the industry.

Learning Outcomes:

    • Compare the latest motorization technologies and innovations from leading manufacturers to better understand product capabilities and market direction
    • Evaluate how advancements in smart home automation, energy efficiency and connected technologies are influencing residential and commercial shading solutions
    • Identify emerging trends, implementation challenges and best practices to confidently recommend and support future-ready motorization solutions
3MO – 9:00 AM – 10:15 AM

Email That Converts: AI Strategies for More Referrals, Repeat Business & Revenue

Speaker: 

Audra Tomme, Creekmore Marketing

Your email list is one of the most valuable assets your business owns, but only if you use it strategically. In this session, discover how automated email marketing, audience segmentation and AI-powered personalization can help you nurture leads, strengthen client relationships and generate more referrals and repeat business. Learn which automated email campaigns every window covering business should implement, how AI can simplify content creation and follow-up, and ways to stay top-of-mind long after installation. You’ll leave with practical strategies to create a connected marketing system that supports your website, social media, online reviews, SEO and overall business growth.

Learning Outcomes:

    • Segment leads, current clients, past customers and inactive prospects to deliver more relevant and effective email campaigns
    • Implement automated, AI-assisted email workflows that improve follow-up, generate reviews and referrals, and increase repeat business
    • Integrate email marketing with websites, social media, SEO and paid advertising to build a cohesive marketing strategy that drives long-term growth
4MO – 9:00 AM – 10:15 AM

Exterior Shading 101: Breaking into Outdoor Living

Speaker: 

Kim Boynton, President, 3/8 and Co., LLC

Outdoor living is one of the fastest-growing opportunities in the window covering industry, but many dealers and designers aren’t sure where to begin. This introductory session explores the products, market trends and revenue potential driving demand for exterior shading solutions. Learn how to confidently introduce outdoor products into your business, identify the best opportunities, understand the differences between key product categories, and begin selling profitable exterior projects.

Learning Outcomes:

    • Identify the fastest-growing opportunities in the outdoor living market
    • Understand the differences between exterior shades, retractable awnings, pergolas, screens and related solutions
    • Position exterior shading as a natural extension of their current business
    •Develop a road map for successfully entering the outdoor shading market
5MO – 10:30 AM – 11:45 AM

Million-Dollar Window Covering Business: What Separates the Contenders from the Pretenders

Speaker: 

Vince Nigara, Exciting Windows

What separates businesses that plateau from those that consistently achieve seven-figure success? In this session, Vince Nigara shares the proven strategies used by high-performing window covering businesses to attract premium clients, increase profitability and scale with confidence. Learn how to generate higher-quality leads, sell more effectively to ideal customers and build the systems, processes and team needed to support sustainable growth. Vince will also explore the critical decisions every business owner faces when investing in people, assets and operations—and reveal the two paths every company can take toward growth. You’ll leave with a practical road map for building not only a million-dollar business, but one positioned for long-term profitability and lasting wealth.

Learning Outcomes:

    • Identify strategies for attracting, selling to and retaining high-value clients to accelerate profitable business growth
    • Evaluate when to invest in people, systems and operational assets to scale efficiently and sustainably
    • Develop a strategic road map for building a profitable, seven-figure business that creates long-term financial success and wealth
6MO – 10:30 AM – 11:45 AM

AI in Action: The Latest Tools That Save Time & Drive Growth

Speaker: 

Deb Barrett, Principal, Window Dressings

Artificial intelligence has evolved at an incredible pace, creating new opportunities for window covering professionals to work smarter, communicate more effectively and grow their businesses. Whether you’re new to AI or already using it every day, this updated session explores the latest tools, platforms and emerging capabilities that are delivering real results. Join Deb Barrett as she demonstrates practical applications for design inspiration, room visualizations, marketing content, client communications, workflow automation and business planning. You’ll also discover the newest advancements in AI agents, voice assistants, research tools and prompt strategies that can help you save time, improve customer experiences and stay ahead in an increasingly AI-driven marketplace.

Learning Outcomes:

    • Evaluate the latest AI tools, platforms and emerging technologies to improve productivity, creativity and decision-making across sales, design, marketing and business operations
    • Implement practical AI workflows, automation strategies and prompt techniques that streamline client communication, content creation, design presentations and everyday tasks
    • Develop an AI action plan using current best practices to increase efficiency, enhance customer experiences and maintain a competitive advantage in an AI-driven industry
7MO – 10:30 AM – 11:45 AM

Future-Ready Window Treatments: Trends, Innovation & Smarter Design

Speaker: 

Vita Vygovska, Founder and CEO, Vitalia Inc.

The world of window treatments is evolving rapidly, driven by advancements in design, technology, materials and consumer expectations. This session explores the latest innovations in hard and soft treatments, emerging fabrics and finishes, motorization and smart home integration to help you stay ahead of the curve. You’ll also gain practical guidance on specifying products correctly, avoiding common installation challenges and designing solutions that balance beauty, performance and functionality. Whether you’re designing residential or commercial spaces, you’ll leave with valuable insights to confidently recommend future-ready window treatment solutions that meet the needs of today’s clients and tomorrow’s.

Learning Outcomes:

    • Identify emerging trends and innovations in hard and soft window treatments, including new materials, finishes, motorization and smart technologies
    • Evaluate best practices for specifying integrated window treatment solutions that combine design, functionality and smart home capabilities
    • Recognize common specification and installation challenges to deliver high-performing, stylish and future-ready window treatment solutions
8MO – 10:30 AM – 11:45 AM

Exterior Shading 2.0: Designing, Selling & Installing Profitable Outdoor Products

Speaker: 

Kim Boynton, 3/8 and Co., LLC

Ready to take the next step? This advanced session goes beyond the basics to explore the technical, operational, and sales considerations behind successful exterior shading projects. From site evaluations and product selection to motorization, wind sensors, installation challenges and pricing strategies, you’ll gain the knowledge needed to deliver exceptional outdoor living solutions while maximizing profitability.

Learning Outcomes:

    • Evaluate projects and specify the right exterior shading solution
    • Navigate installation, electrical, automation and environmental considerations
    • Price exterior projects for healthy margins and long-term success
    • Avoid common pitfalls while delivering outstanding customer experiences
9MO – 10:30 AM – 11:45 AM

You Measure It, You Own It: Mastering the Art of Accurate Measuring

Speaker: 

Roger Magalhaes, Shades In Place, Trading Up Consulting

In the custom window covering industry, there are no second chances—if you measure it, you own it. Whether you’re new to the business or have decades of experience, accurate measuring is the foundation of every successful installation. In this workshop, Roger Magalhaes shares proven techniques for measuring blinds, shades, shutters, draperies and specialty windows, including arches, bays, French doors and sliding glass doors. Through practical examples and real-world problem-solving, you’ll learn how to avoid costly mistakes, identify common measuring traps and document every project with confidence. You’ll leave with the skills and consistency needed to measure virtually any window accurately the first time.

Learning Outcomes:

    • Apply universal measuring principles, including inside versus outside mounts, checking for square, measuring depth and identifying potential obstructions
    • Measure blinds, shades, shutters, draperies and specialty window configurations with greater accuracy and confidence
    • Document measurements using best practices that reduce errors, improve communication and protect against costly mistakes

TUESDAY, MARCH 16, 2027

1TUMC – 9:00 AM – 12:00 PM

Motorization 2.0: Advanced Power, Precision & Performance

Speaker: 

O’D McKewan, Product Coach, Smart Shade Services

Motorization is no longer a luxury—it’s an expectation. This advanced master class will elevate your skills and confidence in delivering seamless motorized window covering solutions. Learn how to select the right motors and power sources for every application, apply professional wiring and installation techniques, and integrate the latest smart home technologies with confidence. Whether you’re expanding your service offerings or sharpening your technical expertise, you’ll gain practical strategies to improve installation quality, enhance the customer experience and deliver future-ready motorization solutions that set your business apart.

Learning Outcomes:

    • Select the appropriate motors and power sources for a variety of custom window covering applications
    • Execute advanced wiring and installation techniques that improve system performance, reliability and customer satisfaction
    • Integrate smart home hubs and voice-control technologies into motorized window covering systems to deliver connected, future-ready solutions
2TU – 9:00 AM – 10:15 AM

The Luxury Advantage: Designing an Experience Clients Can’t Compare

Speaker: 

Deb Barrett, Principal, Window Dressings

Luxury isn’t about expensive products—it’s about creating an experience clients cannot duplicate elsewhere. Today’s affluent consumers expect expertise, personalization, storytelling, seamless service and extraordinary attention to detail. Learn how to position yourself as the trusted window covering authority instead of another vendor. Explore every touchpoint of the luxury client design journey—from first inquiry through installation—and discover how thoughtful experiences increase perceived value, command premium pricing and generate referrals.

Learning Outcomes:

    • Describe the key elements that create a luxury client experience throughout the window covering design process
    • Explain how personalized service and expertise increase perceived value and support premium pricing
    • Explore strategies for creating memorable client experiences that encourage referrals and long-term loyalty
3TU – 9:00 AM – 10:15 AM

Read Between the Lines: Analyze Your Income Statement Three Ways

Speaker: 

Michele Williams, Scarlet Thread Consulting

Your income statement tells a much bigger story than gross profit and net profit. In this practical session, you’ll learn three powerful methods for analyzing financial performance that reveal where your business is succeeding and where opportunities for improvement exist. Explore functional classification, vertical and horizontal analysis, and fixed versus variable costs to better understand how each area of your business impacts profitability. Walk away with practical financial insights and decision-making tools that will help you plan more strategically, improve performance and build a stronger, more profitable business.

Learning Outcomes:

    • Analyze an income statement using both vertical and horizontal analysis to identify financial trends and measure business performance
    • Classify income statement expenses by business function to better understand how each area contributes to overall profitability
    • Differentiate fixed and variable costs to improve budgeting, forecasting, pricing and strategic business planning
4TU – 9:00 AM – 10:15 AM

The AI-Powered Dealer: How to Market Smarter Without Losing the Human Touch

Speaker: 

Audra Tomme, Creekmore Marketing

Artificial intelligence is transforming the way businesses market, communicate and connect with customers—but it can’t replace local expertise, design knowledge or exceptional service. In this practical session, discover how to use AI as a powerful marketing assistant to create content, streamline workflows, improve advertising and better understand your customers while maintaining the authentic voice that sets your business apart. Learn how to integrate AI into your marketing strategy with confidence, avoid common pitfalls and build a more efficient, customer-focused business without sacrificing the personal relationships that drive long-term success.

Learning Outcomes:

    • Leverage AI tools to streamline content creation, email marketing, social media, advertising and customer communications while maintaining an authentic brand voice
    • Evaluate emerging AI-powered marketing trends, search technologies and automation tools to make informed business and advertising decisions
    • Develop a practical road map for integrating AI into daily marketing workflows that increase efficiency while preserving trust, expertise and customer relationships
5TU – 10:30 AM – 11:45 AM

Global Sourcebook: International Market Trends Defining Tomorrow’s Windows

Speaker: 

Deb Barrett, Principal, Window Dressings

Go beyond trend forecasts with an exclusive global market intelligence briefing from one of the industry’s most respected experts. Drawing from firsthand experiences at Paris Déco Off, High Point Market and other leading international events, Deb Barrett shares the emerging products, materials, colors, textures, technologies and design influences shaping the future of window coverings through 2028. Through exclusive photography, product discoveries and market analysis gathered directly from the show floor, you’ll gain valuable insight into what’s gaining momentum worldwide, often long before it reaches your local market. Leave with a clearer understanding of where the industry is headed and how to stay ahead of evolving client expectations and design trends.

Learning Outcomes:

    • Identify emerging global trends in window coverings, textiles, materials and technologies that are expected to influence the market through 2028
    • Evaluate international product innovations and design movements to make more informed specification and merchandising decisions
    • Apply global market intelligence to anticipate client preferences, differentiate their business and stay ahead of evolving industry trends
6TU – 10:30 AM – 11:45 AM

Panel Discussion | Dealer Hot Seat: Solving Your Toughest Business Challenges

Speaker: 

Vince Nigara, Exciting Windows

Running a successful window covering business takes more than great products; it requires excellence across every aspect of your operation. In this interactive panel discussion, bring your toughest business questions and hear firsthand how experienced industry leaders tackle the real-world challenges dealers face every day. From marketing and sales to operations, administration and financial management, you’ll gain practical insights, proven strategies and actionable solutions to improve efficiency, increase profitability and build a stronger, more resilient business tailored to your unique goals.

Learning Outcomes:

    • Identify the five core business functions—marketing, sales, operations, administration and finance—and explain how each contributes to long-term business success
    • Evaluate proven strategies and industry best practices for improving operational efficiency, increasing profitability and overcoming common business challenges
    • Apply expert insights and practical solutions to strengthen business performance and build a more sustainable business model aligned with their organization’s goals
    • Differentiate fixed and variable costs to improve budgeting, forecasting, pricing and strategic business planning
7TU – 10:30 AM – 11:45 AM

Before the Order Goes In: What Installers Wish Everyone Knew

Speaker: 

Roger Magalhaes, Shades In Place, Trading Up Consulting

Successful installations begin long before installation day. From the initial consultation and site measure to order entry and fabrication, every decision impacts the final outcome. In this practical session, Roger Magalhaes shares the most common issues that lead to delays, callbacks, remakes, and costly mistakes and how to prevent them before an order is submitted. Learn what installers need documented, measured and communicated to ensure every project moves smoothly from sale to installation. Whether you’re a designer, salesperson, workroom or installer, you’ll leave with practical strategies to improve collaboration, reduce errors and deliver a better customer experience.

Learning Outcomes:

    • Identify the upstream decisions and documentation gaps that most commonly lead to installation problems, callbacks and remakes
    • Verify the critical measurements, site conditions, mounting surfaces and project details required before submitting an order
    • Communicate installation requirements more effectively across sales, design, fabrication and installation teams to improve project quality and customer satisfaction

Feeling Inspired?

If you found sessions that spark ideas or align with your business goals, don’t just browse be part of the experience. Register today and secure your spot at IWCE 2027.

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