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  2. SYNERGY conference series | Thomson Reuters tax & accounting
  3. SYNERGY 2020 | Thomson Reuters Tax & Accounting Conference for corporations



November 2020 | Virtual

Thomson Reuters SYNERGY User Conference 2020 for corporations is going virtual

We invite you to join us 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+
  • 37
    CPE Credits

Register now

Select from three registration packages

All packages include access to daily keynotes, the virtual exhibit area, and demos.

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







  • SYNERGY will be taking place this year, but based on world events and customer feedback, we’re excited to switch from an in-person format to an all-digital, interactive experience. This will allow for all the amazing things you’ve come to expect from SYNERGY like earning even more CPE credits, networking, and chatting with your account reps and support team, but from the comfort and safety of your own home or office. 

  • 2020 has created some unique challenges for all of us. At Thomson Reuters, our top priority is the safety and wellbeing of our community. After exploring how to ensure you still get to experience all of the learning, networking and engagement from SYNERGY that you've come to expect while at the same time following local and state health guidelines to ensure attendees' wellbeing, we’ve decided that a virtual experience allows for an adapted, but not compromised, SYNERGY experience. An additional bonus is that it allows for even more people to join.

  • Not right now. We’re still working out the exact details, but we’ll be sure to follow up through your account representative to transfer or postpone your registration.

  • Registration is now live, you can register here.

  • SYNERGY will take place November 10-13.

  • No, pricing packages are finalized.

  • The Gaylord Texan has already cancelled reservations and you should receive a notice. Please call the Gaylord Texan at 877-491-5138 if you have any additional questions.

  • Yes! We are committed to ensuring SYNERGY is as educational and informative as always and allows you to earn the CPE you need. Going virtual also means there’s a possibility of even more workshops and CPE than ever before.

    Plus, it’s a great opportunity for staff members who have never been able to attend   to  experience  SYNERGY and earn CPE.

  • Of course! We know SYNERGY isn’t SYNERGY without the Roundtables. You’ll still have a chance to chat with your peers and Thomson Reuters staff members about hot topics, challenges and best practices. We’ll let you know exactly how as we get closer.

  • No way! This is an amazing opportunity for those who have never been able to travel to SYNERGY before. We can’t wait to welcome first timers so be sure to let your colleagues know.

  • We’ll make sure we have something special for attendees. We’re still in the process of figuring out the exact details.

  • We’ll share out registration, login, and day-of attendance information as those details become available.

  • You don’t! Another benefit of the virtual format is that we’re able to invite non-Thomson Reuters customers to attend this year. So, whether you have one of our products or none, please join us for a virtual experience of connecting with other tax professionals and staying up to date on the latest technology and trends in the profession. 

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