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SAF Phoenix 2023

2025 Educational Session Handouts & Presentations

State of The Industry

Speaker: Kate Penn, SAF CEO

SAF CEO Kate Penn tees up the convention with a high-level overview of the state of the floral industry. Based on the most recent floral industry data, SAF member surveys and dozens of interviews with industry leaders across all sectors, Penn details the high and low points of the past year, challenges and opportunities going into 2026, and what SAF is doing to help the industry address them.

 

Presentation Slides

Profiles in Color: Turn Trends into Sales

Speakers: Klair McDermott, AIFD, PFCI, Fresh Path Marketing, Kim Kashman, Fresh Path Marketing

How can you drive sales with trends? It starts with understanding your customer. Building on Talmage McLaurin’s 2026 Flower Forecast, this session explores how color influences customer motivation, perception and purchasing decisions — and how florists can use that insight to create floral arrangements and experiences that resonate. With curated color palettes, product pairings, flower shop scripts, and in-store activation ideas this highly visual session gives you everything you need to connect trend to transaction.

 

Presentation Slides

Are You Overstaffed, Understaffed or Just Guessing?

Panel: Monty Pereira, Watanabe Floral, Inc., Keith Rockcastle, Rockcastle Florist

Labor is one of the biggest line items in any retail florist’s budget — and it’s surprisingly easy to let it spiral out of control without the right oversight. This session uncovers hidden inefficiencies in your staffing strategy and how to forecast staffing needs with confidence and boost productivity through better planning and workflow. Learn how even small improvements in team efficiency can lead to major gains for your bottom line.

 

Monty Handouts

Positioning Your Business for Growth and Transferable Value

Speaker: Julie Keyes, CEPA, KeyeStrategies, LLC

Whether retirement is years away or just around the corner, the time to start thinking about your “next chapter” is now. Successfully transitioning your business requires more than just finding the right successor — it’s about securing your financial future and protecting your legacy. This session covers the essential legal and financial considerations of business succession, including valuation, tax planning, and ownership transfer. Learn how to navigate potential pitfalls and set your business up for a smooth, profitable transition.

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Ready for What’s Next: Economic Insights to Drive Smarter Decisions

Speaker: Charlie Hall, Ph.D., SAF Chief Economist, Ellison Chair in Floriculture, Texas A&M University

Is a recession on the horizon for 2026? Are consumers still ready to spend? What’s next for interest rates and business lending? In this highly anticipated keynote, Dr. Charlie Hall brings clarity to the uncertainty. With his signature mix of deep data and practical application, SAF’s Chief Economist breaks down the key economic indicators shaping the floral industry—and what they mean for your bottom line. Walk away with the knowledge and confidence to make smart, growth-focused business decisions in the year ahead.

Presentation Slides

Is Your Brand Helping You Grow?

Speaker: Angelique Witcher, Accent Decor

Can you — and everyone on your team — clearly and confidently articulate your company’s core mission? Do your daily operations reflect that mission? Is your brand still connecting with today’s customer, in today’s economy? An affirmative answer to these questions is more important now than ever: According to a 2024 retail outlook study by the global professional services firm Deloitte, in times of economic uncertainty, consumers are more selective about where they spend money, and they stick with the brands they believe in. In this session, you’ll explore how to build or evolve a brand that stays true to your values while growing with your business. You’ll define your unique value proposition, craft a story that resonates, and learn how to bring your brand to life consistently — from your shop floor to your social feed.

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Wellness Tools for Personal and Professional Growth

Speaker: Holly Haveman, PFCI, Kennedy Flowers and Gifts

Feeling burned out? Neglecting the important things in life? In a demanding industry built around beauty and emotion, it’s easy to put yourself last. But when your well-being thrives, so does your work. This session will guide you through practical, experience-based strategies for managing stress, setting meaningful goals, and achieving work-life balance. Through hands-on techniques and a toolbox of ideas to share with staff, attendees will leave with a renewed sense of energy and equipped to thrive in all aspects of life.

 

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Idea Exchange: Turn Economic Insights into Action

Moderator: Kevin McCarthy, Family Flowers   

After SAF Chief Economist Charlie Hall, Ph.D., lays out the big-picture economic trends, it’s your turn to dig in and turn insights into action. During this interactive session you’ll share your reactions, ask questions, and hear from fellow attendees to find smart, real-world strategies for navigating what’s ahead. Whether you’re still processing what it all means or already brimming with ideas, this is your time to connect, reflect and build actionable solutions that work for your business.

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You Deserve a Vacation: Build a Business that Doesn’t Break Without You

Speaker: Ben Heroman, Billy Heroman’s Flowerland

Every owner needs time to focus on growth, recharge or just take a day off — but that only happens when your team can run things without you. This session dives into the systems, structures and training strategies that turn your team into confident, capable leaders who can handle the day-to-day operations and uphold your standards. Learn how to delegate with confidence, create clear expectations, and build a business that thrives — even when you’re not there.

 

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The Business of Goodbye: Grow Sympathy Profits with Intention

Speakers: Vonda LaFever, AAF, AIFD, PFCI, Flower Clique, Tim Farrell, AAF, AIFD, PFCI, Teleflora

With consumers investing more in personalized, meaningful tributes than ever before, memorial and funeral work is a powerful opportunity to grow a consistent, profitable segment of your business. Explore how to connect with the customer, upsell with sensitivity, leverage celebration of life services to increase your impact — and your bottom line — with thoughtful, yet efficient, design choices. Whether you’re a designer, owner, or manager, this session delivers actionable tools to elevate your sales and your service during life’s most emotional moments.

AI in Action: Smarter Sales and Service Training

Speakers: Jennifer Barnard, FiftyFlowers, Joe Aldeguer, SAF,  Carma White, AAF, Four Seasons Flowers

Struggle to consistently train staff in sales and customer service? Especially in a fast-paced, customer-facing environment where time, confidence, and resources are limited? Enter AI, the most powerful training partner for your team. This session explores how floral businesses can use AI tools to level up sales and customer service skills through roleplaying, real-time feedback, and custom scripts. From simulating tough customer conversations to practicing upselling techniques, discover practical, accessible ways to use AI to create consistent, confident team communication.

Train to Sustain: Set New Designers Up for Success

Speaker: Eileen Weber, AAF, PFCI, Lake Forest Flowers

Your entry-level designers don’t need years of experience to make a big impact — they need the right start. This session focuses on building practical training programs for new hires with little to no floral background, so they can contribute to production efficiently and confidently. Learn how to equip them with essential skills, reinforce consistency and strengthen your team from the ground up.

Experience Zone: Delivery Efficiency as a Profit Driver – Practical Strategies for Retail Florist

Speaker: Tony Fiannaca, Sparks Florist

Discover how smart delivery management can transform your floral business. In this experience zone, learn how delivery—often seen as a cost center—can actually become your biggest competitive advantage. Learn to track the right metrics, improve driver accountability, and optimize routing and zone strategies. With actionable insights for both everyday operations and peak seasons, you’ll walk away with tools to improve profit margins, reduce errors, and elevate the customer experience.

The Empowered Team: Fostering a Culture of Innovation and Ownership

Speaker: Laura Walsh, PFCI, AAF, Smithers Oasis

Your business can’t afford passive teams. You need thinkers, doers and bold decision-makers at every level. This session is a wake-up call for owners and managers ready to ditch the status quo and build a culture where leadership, innovation, and initiative aren’t exceptions—they’re the norm. Get ready to fire up your team and fuel real momentum.

Idea Exchange: Perks that Work

Moderator: Denise LaFrenier, Family Flowers

Large corporations may win on salary — but we’ve got heart, beauty and creativity on our side. In this lively, idea-packed session, attendees swap their favorite non-paycheck perks that keep teams happy, loyal and thriving. Think flexible hours, unexpected treats, growth opportunities and more. No idea is too small or too quirky — bring your best, borrow a few, and leave with a perk playbook you can actually use.

Accelerate with AI: Strategies that Scale

Speaker: Henry Hays, DisruptREADY

You’ve experimented with AI — now take it to the next level. Led by Henry Hays, CEO and co-founder of DisruptREADY, this session shows floral businesses how to move beyond basic prompts and harness AI strategically across operations, marketing, and decision‑making. Draw on your own data to unlock efficiency, clarity, and creativity.

SAF Phoenix 2023

Educational Session Handouts

State of The Industry

Speaker: Kate Penn, CEO, Society of American Florists

SAF CEO Kate Penn tees up the convention with a high-level overview of the state of the floral industry. Based on the most recent floral industry data, SAF member surveys and dozens of interviews with industry leaders across all sectors, Penn details the high and low points of the past year, challenges and opportunities going into 2024, and what SAF is doing to help the industry address them.

 

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Gear Up for Growth: Economic and Consumer Buying Trends Insights

Speaker: Charlie Hall, Ph.D., SAF’s Chief Economist, Ellison Chair for Floriculture, Texas A&M

Is a recession still looming? Do consumers still have savings to spend? Will loan rates improve? In his keynote presentation, SAF’s Chief Economist Charlie Hall, Ph.D., delivers all the details you need to prepare your business for growth. 

 

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Under The Microscope: Unlocking the Key to Double-Digit Growth

Speaker: Carlos Muina, Petal Productions 

Ready to take your business to the next level? Join us for an inspiring and practical session with Carlos Muina of Petal Productions, who’s transformed his passion project into a thriving enterprise by streamlining efficiencies, building a dream team and developing lucrative relationships with vendors. In this session, Carlos will reveal the key strategies he used to scale his business.  

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Giving Back Strategies for Effective Community Engagement

Speaker: Steven Dyme, Flowers for Dreams

Today’s customers like to talk with their wallets, and nearly 80% of Americans feel a deeper connection to a brand with values similar to their own. How do companies tap into that? With authentic cause marketing. Learn how one floral business has built purposeful profit into its business model, forging meaningful partnerships with charities to build connections and brand loyalty — and drive sustainable growth.

 

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Passing the Torch Without Burning Bridges: Navigating Emotions for Family Business Succession

Speaker: Kristy Chenell, Family Business Consultant

Ensuring a smooth transition of leadership from one generation to the next is a critical challenge for family-owned floral businesses. This session goes beyond the financial aspects of succession planning to address the emotional complexities involved, including how to have open communication and identify expectations — and approach transitions with empathy.

 

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Mapping Out Your Sustainability Plan

Panelists: Monty Pereira, Watanabe Floral, F.J. Trzuskowski, Continental Floral Greens, Dr.-Ing. Esteban Muñoz, Fresh-o-Fair
Moderator: Amanda Solliday 

More than 50 percent of consumers would be willing to pay more for floral products from companies that practice sustainability. Where are you on your sustainability journey? Learn more about a new, research-driven collaborative initiative that’s creating user-friendly, guides and resources to help businesses assess where they are on the sustainability spectrum and how they can enhance their sustainable practices.    

 

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Profitable Designs: Maximize Margin, Minimize Waste

Speakers: Doug Bates, AIFD, CF, CFD, Designs by Vogts, Cameron Pappas, AAF, Norton’s Florist, Kelsey Thompson, AIFD, CFD, Bloom Floral & Home Studio

Drowning in rising costs but feel squeezed by low margins? Join this design-driven workshop to learn how to create high-margin holiday recipes that squeeze every drop of profit for your business. Expert speakers will help you increase productivity and efficiencies for cost-savings; demystify the difference between markups and margins, set prices that protect your profits and cover labor, and master cost control. Don’t let rising costs drain your profits during the holidays!  

 

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Reel It In: Boost Social Engagement with Video

Speakers: Erin Bruno, McNamara Florist & Design Center, Megan Gerace, Gravity Free

Dive into the world of video, including Reels, and unlock their potential for your business! This engaging session empowers you to create captivating video that captivates audiences, pleases algorithms and drive results. Watch seasoned social media gurus demonstrate the process of creating a video — from the recording to the final touches — and uncover essential tools and techniques to help you polish your creations.  

 

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SAF Phoenix 2023

Educational Session Handouts

Thursday, September 7

State of The Industry

Speaker: Kate Penn, CEO, Society of American Florists

SAF CEO Kate Penn tees up the convention with a high-level overview of the state of the floral industry. Based on the most recent floral industry data, SAF member surveys and dozens of interviews with industry leaders across all sectors, Penn details the high and low points of the past year, challenges and opportunities going into 2024, and what SAF is doing to help the industry address them.

Download PDF

Operational Tools That Sustain Your Business

Speaker: Liza Roeser, AAF, Fifty Flowers

Have you hit the ceiling? Feeling burned out? Is growth harder to achieve? Are you spending 100% of your time on execution and 0% on strategy? Given the increased demand, combined with supply chain and labor challenges, it’s not surprising. It might be time to adapt a business operating system – a set of processes that define your company’s unique way of doing business, from building the right kind of team, to establishing goals and managing based on data, not emotions.

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Experience Zone: Clique & Create with Flower Clique!

Speakers: Vonda LaFever, AIFD, PFCI, Ellie LaFever, PFCI, Lori Wilson, PFCI

Join Vonda and Ellie for a dynamic 20-minute session where they’ll share practical tips and tricks specifically tailored for retail florists. Vonda will guide you through the art of design and delegation, unveiling simple yet profitable techniques that any employee can easily follow. Meanwhile, Ellie will dive into photography tips and introduce user-friendly tools and tricks to elevate your social game and e-commerce aesthetic. As an added bonus, Lori will provide interactive entertainment as a fake employee, and you’ll walk away with tips to implement into your daily business workflow!

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Friday, September 8

Harvesting Talent in Local Schools

Panel: Jazmin Albarran, Seed Your Future Inc., Chris Drummond, AAF, PFCI, Penny’s by Plaza Flowers, Alyson Upshaw, Ball Horticultural Company 

Want to find out the fastest pipeline to local talent? It’s time to create a relationship with your local high schools, colleges and universities. Easier said than done? Hear how your peers and Seed Your Future are making it easier than ever, with turnkey tools to that help you connect with school administrators, organize regular visit to the school and events at your business and more.

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Reaching Customers in a Crowded Digital Landscape

Panelists: Erin Bruno, McNamara Florist; LaToya Ferguson, Sweet Psalms Florist; Brennen Rigler, Albuquerque Florist

Frustrated with low open rates on email? Wondering how to get through to today’s consumer, when there’s so much competition for their attention? Hear from several floral industry peers on what’s working for them to drive sales and click browsers to buyers.

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Saturday, September 9

Leveraging AI to Revolutionize Your Business

Nicole Donnelly, AI Smart Marketing

AI is more than just a buzzword; it’s a tool that, when used correctly, can help you streamline your operations, better understand and reach your customers, and create unique, personalized experiences that will set your business apart. Whether you’re a tech-savvy floral pro already incorporating digital tools into your business or a traditionalist looking to stay competitive in the evolving marketplace, this session will enlighten, inspire, and empower you.

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Impact of Communication Styles on Morale, Culture, Performance and Results

Speaker: Elle Stella, The Wonderful Company

Communication is the cornerstone of every successful interaction, relationship, and endeavor. In this breakout, Elle Stella, Senior Director of Learning & Development for the Wonderful Company, will explore the profound impact of communication on various aspects of our personal and professional lives. Participants will gain valuable insights into the critical role communication plays in building strong connections, enhancing teamwork, resolving conflicts, and achieving desired outcomes. Through interactive activities, practical techniques, and engaging discussions, attendees will develop essential skills to become effective communicators and harness the transformative power of communication to drive positive change.

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Creating a Customer Profile using AI

Speaker: Kelsey Thompson, AIFD, CFD, Bloom Floral and Home Studio

Watch as Kelsey Thompson creates a customer profile avatar using AI!  This avatar can then be used to clarify your target market, discover customer desires and motivations, generate content ideas, discover pain points and frustrations, and so much more.  You will also learn how to brainstorm product and service ideas and fine-tune your marketing channels by learning how to create your own avatar for your business.

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Frictionless E-Commerce: Secrets of High-Performing Websites

Speaker: Chris Beals, Komet Sales

Seasoned e-commerce executive Chris Beals brings best practices he deployed to drive online sales in the cannabis industry to floriculture. Beals, former CEO of leading online cannabis marketplace Weedmaps and now CEO of Komet Sales, shows how to remove barriers – “friction” – that get in the way of captivating and converting online buyers. From visual merchandising to shopping cart to post-order handling, Beals shows the hallmarks of effective websites.

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E-Commerce for Suppliers: B2B Hacks to Drive Online Sales

Speaker: Chris Beals, Komet Sales

Are you a floral industry supplier looking to unlock the potential of online B2B sales? Take a deep dive into the topic with Chris Beals, former CEO of online cannabis marketplace Weedworks and now CEO of the B2B floriculture platform Komet Sales. From using e-commerce to evaluate sales representatives based on their total sales performance to enhancing client relationships to drive sales, Beals equips you with actionable steps to take your sales figures to new heights.

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