Thomson Reuters Advisory Symposium aims to help practitioners elevate their advisory journey and capitalize on the success of their business. Create your opportunity by joining advisory workshops, peer-to-peer discussions and collaborations, panels of industry experts, and much more.
This three-day Advisory Symposium will bring both advisors in practice and practitioners who are ready to leave the grind behind and invest in strategic thinking to transform their practice into a more progressive firm!
Please make sure to bring your laptop or tablet to the Advisory Symposium to access the event's digital materials throughout the event.
How to know if Advisory Symposium is right for you?
Whether you are kickstarting your advisory journey or looking to advance your advisory services, we have a track for you.
Partner Summit track
Firms who need to kickstart their advisory journey will attend this track.
| I know I want to move towards advisory, but I don’t know how to do it right. |
| I provide my clients with advisory services, but I don’t think I am charging properly. |
| I provide my clients with advisory services, but I don’t have the processes systemized. |
| I am not a Practice Forward member or have never implemented Practice Forward. |
Practice Forward track*
Practice Forward Graduates who want to advance their advisory journey will attend this track.
| I am Practice Forward member. |
| My advisory business is successful, but I want to learn what’s next for advisory. |
| I have moved my firm towards advisory services, but I need help addressing roadblocks and increasing efficiency. |
| *To attend the Practice Forward Track at the Advisory Symposium, attendees must be active Practice Forward members. Should an attendee who is not an active Practice Forward member be found participating in a Practice Forward session, they will be transitioned to the Partner Summit Track. |
Dates & locations
| Location | Date | Hotel |
|---|---|---|
| Carlsbad, CA | July 16-18, 2024 | Omni La Costa Resort & Spa |
Tracks and Agenda
TUESDAY – DAY ONE
| Partner Summit Track | Practice Forward Track | |
|---|---|---|
| 07:30 am - 08:30am | Registration and Breakfast | |
| 08:30 am - 09:20 am | Conference Kick-Off | Conference Kick-Off |
| 09:30 am - 10:45 am | The Arc of Change | The Pulse of the Profession |
| 10:55 am - 11:45 pm | The Arc of Change | A Firm's Journey | AI in Action: Leveraging AI for Competitive Advantage |
| 11:45 am - 01:00 pm | Lunch | |
| 01:00 pm - 02:00 pm | The Advisory Firm Model | The Art of Client Retention: Enhancing the Advisory Relationship |
| 02:10 pm - 03:10 pm | The Advisory Firm Model | A Firm's Journey | Business of Advisory: Data Intel - Creating Effective Forms for Quality Insights |
| 03:30 pm - 04:50 pm | Partner Summit Advisory Panel | Expanding Your Practice: How to Spot and Sell Advisory Services to Clients |
| 05:30 pm - 06:00 pm | Cocktail Reception | |
| 06:00 pm - 08:00 pm | Dinner | |
WEDNESDAY - DAY TWO
| Partner Summit Track | Practice Forward Track | |
| 07:30 am - 09:00 am | Breakfast | |
| 09:00 am - 10:30 am | The Advisory Firm Model Workflow | Advisory Roundtables |
| 10:45 am - 11:45 am | Advisory Roundtables | Untangling the Client Relationship |
| 11:45 am - 01:30 pm | Lunch | |
| 01:30 pm - 02:30 pm | Evaluating and Transitioning Existing Clients | Client Success Specialist |
| 02:45 pm - 03:45 pm | Prospect Acquisition & Closing Logistic Slide | Turning 'No' into 'Yes' – Selling the Value of Advisory Services |
| 04:00 pm - 05:00 pm | Self-Select Sessions 1. Two Meeting Approach Role-play - (recommended for Partner Summit Track, Practice Forward Track welcome) 2. Practice Forward Hidden Gems – 2024 - (recommended for Practice Forward track, Partner Summit Track welcome) 3. Innovating New Ideas to Quickly Meet Client Needs - (Partner Summit Track & Practice Forward Track) 4. Designing Competitive Compensation Plans in Advisory Firms - (recommended for Partner Summit Track & Practice Forward Track firm owners, partners, or managers) 5. The Story of the Numbers – 2024 - (Practice Forward Track only) |
|
05:00 pm - 06:30 pm |
Cocktail Reception | |
THURSDAY - DAY THREE
|
Partner Summit Track |
Practice Forward Track |
07:30 am - 08:45 am |
Breakfast |
|
09:00 am - 10:00 am |
Self-Select Sessions 1. Two Meeting Approach Role-play - (recommended for Partner Summit Track, Practice Forward Track welcome) 2. Practice Forward Hidden Gems – 2024 - (recommended for Practice Forward track, Partner Summit Track welcome) 3. Innovating New Ideas to Quickly Meet Client Needs - (Partner Summit Track & Practice Forward Track) 4. Designing Competitive Compensation Plans in Advisory Firms - (recommended for Partner Summit Track & Practice Forward Track firm owners, partners, or managers) 5. The Story of the Numbers – 2024 - (Practice Forward Track only) |
|
10:30 am - 12:00 pm |
Pulse of the Practice: LIVE from Advisory Symposium! |
|
12:00 pm - 01:00 pm |
Lunch |
|
CPE Credits – Up to 17 hours
CPE Field of Study – Business Management & Organization – Non-Technical
*Agenda in local time zone of event and subject to change
Pricing & cancellation policy
Full retail price
$1,595 per attendee
Cancellation policy
- Full refund up until 30 days before the event
- 50% refund 15 to 30 days before the event
- No refund 0 to 14 days before the event
Cancellations within 0 to 14 days before the event will also not be allowed to convert to another event or pre-paid training.
If you would like to cancel your existing registration for a full refund, please submit a written cancellation request to events.rsvp@thomsonreuters.com.
Explore the two-day Partner Summit to learn the steps you need to take to redefine your business model and distinguish between value-add advisory services and compliance services
