1. Thomson Reuters Tax & Accounting software and research solutions
  2. SYNERGY conference series | Thomson Reuters tax & accounting
  3. SYNERGY 2020 | Thomson Reuters Tax & Accounting Conference for corporations



November 8-11, 2020 | Dallas, Texas
Gaylord Texan Resort & Convention Center

SYNERGY 2020 is still scheduled for November 8-11 in Dallas, Texas. We continue to monitor the coronavirus situation daily and should anything change, we will update you immediately.

Thomson Reuters SYNERGY User Conference 2020 for corporations

We invite you to join us in Dallas for SYNERGY2020 — a gathering of the industry elite and an opportunity to share expertise, energize your connections, and empower your circle of influence. You'll be able to attend educational sessions and learn from the best and brightest in the tax industry — plus you'll spend four days earning CPE credit, getting hands-on training, learning about technology updates, and being inspired by tax and technology experts.


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.

  • 50+
  • 100+
  • 100+
  • 17
    CPE Credits

2020 schedule

Explore the full potential of Thomson Reuters tax technology

Sunday, November 8

2:00 - 8:30 p.m.
Registration opens
2:00 - 5:00 p.m.
Sponsor exhibits
2:00 - 5:00 p.m.
Experience zone
6:30 - 8:30 p.m.
Welcome reception

Conference features

Welcome reception
Kick off the conference at our SYNERGY welcome reception. You'll mix and mingle with other Thomson Reuters customers and staff.

Social media
Join the conversation! Connect with us on social media by using #SYNERGYTaxTech.

Innovation Lab
Get a first-hand look at the latest ONESOURCE and Checkpoint technology developments and share your feedback and ideas.

Monday, November 9

7:00 a.m. - 5:00 p.m.
7:00 - 7:45 a.m.
8:00 - 9:30 a.m.
Opening general session
9:45 a.m. - 7:30 p.m.
Experience zone
9:45 a.m. - 7:30 p.m.
Sponsor exhibits
9:45 a.m. – 12:05 p.m.
Educational sessions
12:05 p.m. – 1:05 p.m.
1:05 – 5:45 p.m.
Educational sessions
6:00 – 7:30 p.m.
Exhibitor reception

Conference features

Exhibitor reception
Visit with our SYNERGY sponsors while enjoying a cocktail and light snack.

Taxologists are tax professionals who embrace technology to yield remarkable results. Nominations for 2020 Taxologist Awards opening soon.

Tuesday, November 10

7:00 a.m. - 5:00 p.m. Information desk
7:00 - 7:45 a.m.
7:30 a.m. - 5:10 p.m.
Sponsor exhibits
7:30 a.m. - 5:10 p.m.
Experience zone
8:00 - 11:30 a.m.
Educational sessions
11:30 a.m. – 12:30 p.m.
12:30 – 5:10 p.m.
Educational sessions
8:00 – 11:00 p.m.
Tuesday night special event

Conference features

Demo theatre
Stop by the experience zone to view the full schedule of demonstrations covering best practices, solution ideas, and more.

Wednesday, November 11

8:00 a.m. - 3:00 p.m. Information desk
7:30 - 8:30 a.m.
9:45 a.m. – 12:05 p.m.
Educational sessions
12:05 – 1:05 p.m.
1:05 - 3:10 p.m. Educational sessions

Conference features

Closing session
Join us as we wrap up the conference with an impactful and informational closing session.

Customer center
Visit our customer center at this year's conference to learn how to use this powerful platform for your ONESOURCE product support needs or to create your OnePass account.

Connect with other ONESOURCE users in our customer-only online community.



Congratulations to our 2019 Taxologist Winners!

Corporate Tax Department

  • Kathleen Rodes
    Tax Director,
    The Andersons, Inc.
  • Donald Norcross
    Tax Director,
    Gerresheimer Glass Inc.
  • Marvin Henderson
    Senior Tax Accountant,
    Ingram Industries Inc.
  • Sandy Faulkner
    Director of Domestic Tax,

Global Corporate Tax Department

  • Phillip Duncan
    Tax Accounting Manager, 
    Domtar Paper Company
  • Cecile Petro
    International Tax Director,
    Janus Henderson Investors
  • Jennie Blair and Carina Bista
    Manager of Global Tax Reporting, Senior Manager of Tax Reporting,
    The Kraft Heinz Company
  • Spencer Wirthlin
    Senior Director - Global Income Tax,

Certified Implementer Partner

  • Andrew Maryott
    Sr. Manager - Tax Transformation and Technology,

New Customer of the Year

  • Andrew Walsh
    Tax Manager, PQ Corporation

Trust Tax Management

  • Brianna Ghosn
    Tax Manager and Vice President,
    Trust Company of Oklahoma

A message to our 2020 sponsors

At this time, the SYNERGY User Conference 2020 for corporations will go on as planned. However, we appreciate the challenges the coronavirus has presented, and if changes occur, we will reach out to our sponsors immediately.

Here are some considerations for our sponsors:

  • Sponsors will have until August 31, 2020 to cancel at their discretion for a full refund.  This aligns with the customer/registrant cancelation policy with full refund date.
  • We will notify sponsors of the anticipated attendance for SYNERGY 2020 as we know it on August 17, 2020.
  • If Thomson Reuters chooses to cancel SYNERGY at any time, we will refund the full sponsorship fee.

For any SYNERGY 2020 sponsorship questions, please contact Terry Storholm at terry.storholm@tr.com or call 651 687 7327 for more information.

Thank you to our 2019 sponsors

Platinum Elite






For additional information or assistance with registration,

please contact SYNERGY 2020 Corporate Help Desk at 703-738-9146

Thomson Reuters Tax & Accounting Professional Software & Service is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

All complaints should be submitted to Tonya Clark, Director, ONESOURCE University for resolution. Complaints regarding content or delivery of sessions will be reviewed by SYNERGY staff and Product Management. All other complaints will be reviewed by SYNERGY staff and ONESOURCE University management. Corrections made will follow the standards that are stated in the National Association of the State Boards of Accountancy's (NASBA) CPE administration policies. All interested parties: CPA, State Board, etc. are then notified of the resolution.

Tonya Clark, Director ONESOURCE University

ONESOURCE University