Partner Summits 2016

Constructing the Breakthrough Firm

Two Days to a More Progressive Firm

NOTE: All locations are sold out; however, if you’re interested in attending a Partner Summit event, please contact your sales representative at 800.968.8900 to be added to a waiting list.

Now in their ninth year, Partner Summits are a unique opportunity for you to build a more progressive firm with the help of profession-leading experts and visionaries. You’ll leave the summit with a customized action plan that will enable you to position your own practice as a Breakthrough Firm.

2016 Partner Summits Presenters:

  • Paul Miller, Business by Design—Paul will offer his insights on how practitioners can move out of the commodity business and into the trusted client advisor business. He’ll discuss progressive billing methods that quantify the value delivered by the firm with the fee charged to the client, and also inspire you with the entrepreneurial savvy to better manage your firm and serve business clients.
  • Andrew W. McCracken, CPA, MAcc, Thomson Reuters—Andrew will share his unique firm perspective and experience in the trenches to show firm leaders how to use technology tools and workflow best practices to increase workflow efficiency, use staff resources more effectively and elevate client service.
  • Therese M. Witherow, Thomson Reuters—Therese will share implementation strategies and proven approaches to initiating firm change, while working with you to map out a customized action plan that will help your firm be more progressive and client-focused moving forward.

Dates and Locations

May 11-12, Fort Lauderdale, FL
The Ritz-Carlton, Fort Lauderdale


May 18-19, Newport, RI
Hyatt Regency Newport Hotel & Spa


June 16-17, Chicago, IL
The Westin Chicago Magnificent Mile


June 29-30, Seattle, WA
Seattle Marriott Waterfront


July 13-14, New Orleans, LA
Hyatt Regency New Orleans


August 3-4, National Harbor, MD
Gaylord National Resort & Convention Center


August 10-11, San Francisco, CA
The Ritz-Carlton, San Francisco


September 22-23, Nashville, TN
Gaylord Opryland Resort & Convention Center


Keep it Going: SYNERGY 2016

Scheduled for November 2-5 in Grapevine, TX, the SYNERGY Users’ Conference is a great way to keep the energy going from Partner Summits and get other staff members on board with your action plan.

SYNERGY attendees enjoy three days of networking, keynote addresses from profession leaders, product training and special events. Reserve your space at SYNERGY now.

Learn more


Call us at 800.968.8900 or contact us online.

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