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- SYNERGY 2021 | Thomson Reuters Tax & Accounting Conference for Accounting Firms
Thomson Reuters SYNERGY User Conference for tax and accounting firms
We're proud to announce that SYNERGY 2021 will take place in-person at the Gaylord Opryland Resort in Nashville, Tenn. from November 3-6, 2021, with a virtual conference option for firms that cannot travel to Nashville. While the benefits of an in-person conference environment cannot be overstated, we're excited to offer the virtual option that allows more firms to participate.
4 days of interactive learning
Learn, discuss, share, and have fun as you explore the future of tax and accounting with users and experts from around the country.
...Since Thomson Reuters is on the leading edge, we rely on them to keep us updated and let us know what we should be thinking of and different products we should be considering.
When I started looking at all of the different classes that SYNERGY offers, I knew this was exactly what I needed to take me to the next level so that I could become more efficient for my clients.
APPRECIATE. NOMINATE. CELEBRATE.
The Luca Pacioli Accounting Awards
2020 Luca Awards
Nominations for the 2020 Luca Accounting Awards are now closed. Winners will be announced during SYNERGY Virtual Conference.
The Luca Awards are named after “The Father of Accounting”, Luca Pacioli. He was a monk, a magician, and a lover of numbers. Pacioli was both a domain expert and someone who saw the opportunity to harness new technologies.
Thanks to the newly invented printed press, his book, Summa de arithmetica, was mass produced in 1494 and his ideas spread all over the world. This book set the precedent for the modern accounting system firms use today as it introduced the concepts of ledgers, journals, and bookkeeping. He continued to contribute to modern day principles in accounting, economics, and mathematics his whole life, even when his home in Rome was taken over by the French in 1499. Our Luca Award winners are the 2020 heir to Luca Pacioli’s spirit of spirit of innovation and invention, despite the circumstances. They, too, have mastered accounting technology and proven themselves capable of thriving in new environments.
- Firm of the Year: This award goes to the firm that embraces Luca’s innovative spirit in transforming or improving their business.
- Trailblazing Woman: This award aims to recognize up and coming female partners/female-owned firms.
- Rookie of the Year: This award goes to the brand-new (within the last year) Thomson Reuters firm that had the most successful implementation of products and is also being represented at the SYNERGY conference for the first time.
- Community Peer-Support: This award recognizes a member of the Thomson Reuters online customer Community for their diligent and generous help towards their peer tax practitioners via the Community platform.
- Covid-19 Response Award: This award recognizes a member of the Thomson Reuters Community for their diligent and generous Pandemic response.
We are thrilled to announce the winners of the 2020 Luca Pacioli Accounting Awards. These firms and individuals have demonstrated exceptional commitment to the profession in times of chaos, devised innovative ways to serve clients, and channeled Luca Pacioli’s spirit of innovation and invention.
Firm of the Year: Concierge Consulting & Accounting, PLLC
Concierge Consulting & Accounting, PLLC was started with a vision to do accounting differently. Putting passion and personalization at the forefront of the business model, Theresa Valade has led her firm to excellence by not only providing measurable results for clients but making them feel well taken care of. Congratulations to Theresa and the whole Concierge Consulting & Accounting, PLLC team!
Woman Trailblazer: Emily Fisher, Fisher, P.A.
Emily has proven to be a true trailblazer in the tax and accounting space, striking a harmony between teamwork and leadership. Emily has doubled the staff of the firm and increased revenue year to date by 65% and net income by over 200%, earning her a well-deserved reputation as one of the most successful professionals in the Charlotte, NC community. Thomson Reuters is thrilled to be giving this award to such a model for female success in the tax and accounting industry. Congratulations, Emily!
Rookie of the Year: Jeffrey Jackson, Professional Business Advisory Services Corporation
Jeffery started his firm in 2019 with a goal to bring a fully functional accounting service via an online portal. Using a variety of Thomson Reuters solutions, Jeffrey was able to assist numerous clients in securing over $3.1 million in federal funding during the COVID-19 pandemic. 2020 has proven to be a tumultuous year, but Jeffrey’s commitment to exceptional, convenient service has earned him the Rookie of the Year Award. Congratulations, Jeffrey!
COVID-19 Response: McCarthy & Co., PC
When the pandemic hit, McCarthy & Co., PC knew they needed to take drastic measures to best serve their clients. They shifted their focus from compliance to consulting in order to meet abundant and urgent needs. Staff at the firm worked tirelessly to understand PPP loans to be ready to assist when the money became available. They contacted clients’ banks to ensure they could get timely applications and formed a strategic alliance with a local bank that could process applications quickly. McCarthy & Co, PC was able to achieve 100% approval for their clients in PPP loans, ranging from $2,000 - $7.9 million. Congratulations to McCarthy & Co, PC and thank you for your service to the industry in such unprecedented times.
Community – Peer Support: Thomas Bridgman, Hudson Valley Tax Experts
Tom is a long-time customer of Thomson Reuters and has been a valued member of our Community for many years. He is always ready and willing to help with questions that arise and was a top user of this service in 2020. Tom received the highest number of nominations from his Community Peers. Congratulations, Tom!
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