SYNERGY 2025

Indirect Tax

The SYNERGY conference this year presents an unparalleled opportunity for professionals with a focus on Indirect Tax who are seeking actionable insights, in-depth knowledge, and strategic foresight. Our program is tailored to enrich participants from all backgrounds, whether they are in search of practical applications, advanced discourse, or visionary perspectives in the field of Indirect Tax.  Our meticulously selected sessions on Indirect Tax include: 1) regulatory updates with insights into recent legislative changes and how they may influence indirect tax processes. 2) Explore the future of Indirect Tax management with transformative artificial intelligence, including predictive analytics and the automation of compliance procedures. 3) Examine the global shift towards electronic invoicing, its advantages, and the strategic considerations necessary for a smooth transition to digital processes. 4) Peer-Led Case Studies where you gain valuable insights from fellow practitioners in Indirect Tax through real-world case studies, offering practical takeaways and proven strategies that can be applied within your organization. 5) Hands-on training sessions designed to enhance your proficiency and enable you to leverage Indirect Tax solutions to their fullest potential.  Moreover, attendees will enjoy interactive roadmap sessions, charting the trajectory of Indirect Tax technology and services. These sessions are invaluable for attendees looking to align their technology investments and strategic planning with emerging industry trends.  This year’s SYNERGY conference promises a well-rounded experience for those interested in indirect tax with sessions that cater to all levels of expertise and interests.

Direct Tax

Direct Tax SYNERGY sessions will cover a wide range of topics related to direct tax, such as state income tax, international tax, data integration, tax automation, tax technology, global minimum tax, and artificial intelligence, to address the current and emerging challenges and opportunities in the tax landscape. Some of the sessions will be co-presented or sponsored by external partners to showcase the collaboration and innovation between ONESOURCE and leading tax service providers. The sessions aim to provide attendees with practical and valuable insights, best practices, tips and tricks, and solutions for their direct tax challenges and needs, and to help them leverage the full potential of the ONESOURCE platform.*

*Subject to change

Tax Information & Reporting

At this year's SYNERGY conference, attendees can expect a diverse array of sessions catering to tax information reporting. From foundational workshops aimed at beginners to advanced seminars delving into intricate compliance strategies, the conference offers something for everyone navigating the complexities of tax reporting. Practical sessions focusing on software utilization and best practices provide attendees with guidance to streamline their reporting processes. Additionally, expert panels and keynote speeches explore emerging trends, regulatory updates, and industry insights, equipping attendees with the knowledge needed to stay ahead in an ever-evolving tax landscape. Whether attendees seek fundamental knowledge, advanced techniques, or strategic insights, the SYNERGY conference ensures a comprehensive and enriching experience for all participants involved in tax information reporting.

Trust Tax

At this year's SYNERGY conference, participants can anticipate an extensive lineup of sessions tailored specifically to trust tax matters. From introductory overviews providing foundational knowledge to specialized workshops tackling complex trust tax planning strategies, the conference caters to individuals at all levels of expertise. Practical sessions will delve into trust tax compliance, highlighting best practices and utilizing cutting-edge software solutions to streamline processes. Expert panels and interactive discussions will explore emerging trends in trust taxation, including recent legislative changes and their implications for practitioners. Furthermore, keynote presentations by industry leaders will offer strategic insights into navigating the evolving landscape of trust taxation, ensuring attendees leave the conference equipped with practical tools and valuable insights to enhance their trust tax practices. Whether attendees are seasoned professionals or newcomers to trust taxation, the SYNERGY conference promises a comprehensive and enriching experience for all.

Checkpoint

At this year’s SYNERGY conference, attendees can expect to see a comprehensive list of Checkpoint Edge sessions tailored to all experience levels: Beginner, Intermediate and Advanced. Customers who are new to Checkpoint Edge will have the opportunity to build a strong foundation by learning the essential features and functionality, including how to search by keyword or citation, filter results and stay current on new developments. For those who already have a strong foundation to the Checkpoint Edge basic functionality and want to learn how to stay on the cutting edge of research, you can attend a session that will demonstrate how to take advantage of AI assisted research using Checkpoint Edge or join an advanced session that focuses on hot topics and emerging trends in tax and accounting research.

Global Trade

This year's SYNERGY conference is an exceptional event for Global Trade compliance professionals and enthusiasts seeking comprehensive insights and practical expertise. Attendees will benefit from sessions that dissect regulatory changes and their impacts on trade strategies, while also delving into the future of trade management through cutting-edge AI, including predictive analytics and HS classification. Interactive networking opportunities and thought leadership sessions will provide actionable strategies to enhance organizational practices and drive compliance strategies. Furthermore, hands-on training will empower participants to maximize the use of Global Trade solutions, advisory boards, and roadmap sessions will offer strategic foresight into the evolving landscape of trade technology and services. The conference caters to a spectrum of expertise, ensuring a valuable and enriching experience for all engaged in global trade. All sessions will carry CCS/CES credits for those seeking to maintain their NEI accreditation.

Corporate Risk

The Risk track at Thomson Reuters SYNERGY will provide attendees from financial institutions with invaluable insights into managing risk effectively in today's rapidly evolving landscape. Industry experts will share best practices for identifying, assessing, and mitigating a wide range of risks, from credit risk to cybersecurity threats. Attendees will learn about the latest regulatory developments impacting the financial sector and strategies for ensuring compliance. They'll also get an in-depth look at cutting-edge risk management tools and technologies that include AI and machine learning capabilities that can drive more informed decision-making. By attending these sessions, financial professionals will gain the knowledge and resources needed to strengthen their risk management capabilities and build greater resilience within their organizations.