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- SYNERGY conference series | Thomson Reuters tax & accounting
- SYNERGY 2021 | Thomson Reuters SYNERGY Conference for Corporate Tax and Trade Professionals
COVID Protocols for In-Person Attendees
As business leaders, we are all committed to the health and wellbeing of our employees, customers, and business partners. Given the increase in cases due to the COVID-19 delta variant, we are requiring that all in-person conference participants are fully vaccinated.
In-Person attendees will be asked to confirm vaccination status as a part of the registration process.
Welcome to Thomson Reuters SYNERGY User Conference 2021 for Corporate Tax and Trade Professionals
We're proud to announce that SYNERGY 2021 will take place in-person at the Gaylord Opryland Resort in Nashville, Tenn., with a virtual conference option for companies 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 companies to participate.
Our annual conference is a unique opportunity to share expertise, energize your connections, and empower your circle of influence. You can attend educational sessions and learn from industry experts — plus, you'll spend several days earning CPE credit, getting hands-on training, learning about technology updates, and being inspired by your peers and industry leaders.
2021 Corporate Schedule at a Glance
Sunday, November 14
Virtual begins Monday, Nov 15
| In person | |
| 2:00 - 6:00 p.m. |
Registration opens |
| 2:00 - 5:00 p.m. |
Sponsor exhibits open |
| 2:00 - 5:00 p.m. |
Experience zone open |
| 5:30 - 7:30 p.m. |
Welcome reception |
For additional information or assistance with registration, please contact the SYNERGY Corporates Team at SYNERGYsupport@thomsonreuters.com
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 #SYNERGYTaxandTrade
Innovation Lab
Get a first-hand look at the latest ONESOURCE and Checkpoint technology developments and share your feedback and ideas.
Monday, November 15
| In person | Virtual | |
| 6:00 - 6:45 a.m. | Health & Wellness Activity | Health & Wellness Activity |
| 7:00 a.m. - 5:00 p.m. | Conference Information Desk | Chat & Email Support |
| 8:00 - 9:30 a.m. | Opening General Session | Opening General Session by Live Stream |
| 9:30 a.m. - 6:30 p.m. | Sponsor Exhibits | Sponsor Exhibits |
| 9:30 a.m. - 6:30 p.m. | Experience Zone | Experience Zone |
| 9:45 a.m. - 5:30 p.m. | Educational Sessions | Educational Sessions |
| 5:30 - 6:30 p.m. | Sponsor Reception | |
| 7:30 - 9:00 p.m. | NEW! Table Talk |
For additional information or assistance with registration, please contact the SYNERGY Corporates Team at SYNERGYsupport@thomsonreuters.com
Conference features
Sponsor Exhibits
Visit our sponsors! Both virtual and in-person, booths are staffed with industry experts, ready to collaborate with you on your greatest challenges.
Win at SYNERGY!
Virtual and in-person attendees can earn points and turn those points into prizes! We'll keep track on the leaderboard so everyone can get in on the fun.
Table Talk
NEW for 2021! More time for networking during this high energy round table event. Deep dive into the topics that interest you most while gaining insights and best practices from industry experts and peers.
Tuesday, November 16
| In person | Virtual | |
| 6:00 - 6:45 a.m. | Health & Wellness Activity | Health & Wellness Activity |
| 7:00 - 8:00 a.m. |
Women in Tech Breakfast | |
| 7:00 a.m. - 5:00 p.m. | Conference Information Desk | Chat & Email Support |
| 7:30 a.m. - 5:10 p.m. | Sponsor Exhibits | Sponsor Exhibits |
| 7:30 a.m. - 5:10 p.m. | Experience Zone | Experience Zone |
| 8:00 a.m. - 5:10 p.m. | Educational Sessions | Educational Sessions |
| 8:30 – 11:00 p.m. | Off Site Social Event/ Entertainment Event | 9:30 p.m. Live Stream of Entertainment Event |
For additional information or assistance with registration, please contact the SYNERGY Corporates Team at SYNERGYsupport@thomsonreuters.com
Conference features
Women in Tech Breakfast
Join us for an inspiring discussion about technology trends that will define the future. This conversation is for women and their allies that are leading in technology roles or seeking breakthrough opportunities in tech.
SYNERGY Broadcast Booth
NEW for 2021! Live from SYNERGY. Hear directly from industry experts on the latest tech trends, global regulatory disruptions, and shared insights that will keep you informed and help you re-imagine the future for your business.
Entertainment Event
Get ready for an authentic Nashville experience. Details coming soon.
Wednesday, November 17
| In person | Virtual | |
| 6:00 - 6:45 a.m. | Health & Wellness Activity | Health & Wellness Activity |
| 8:00 a.m. - 3:00 p.m. | Conference Information Desk | Chat & Email Support |
| 8:00 a.m. – 1:15 p.m. | Sponsor Exhibits | Sponsor Exhibits |
| 8:00 a.m. – 1:15 p.m. | Experience Zone | Experience Zone |
| 8:45 - 9:30 a.m. | Closing General Session | Closing General Session by Live Stream |
| 9:45 a.m. – 3:10 p.m. | Educational Sessions | Educational Sessions |
For additional information or assistance with registration, please contact the SYNERGY Corporates Team at SYNERGYsupport@thomsonreuters.com
Conference features
Health & Wellness
We'll start each day with a health and wellness activity with yoga and a run/walk for in-person attendees and fitness on demand for virtual attendees.
Taxologist
Each year we honor tax and trade professionals that excel in the use of technology to maximize business effectiveness. Learn more about how you can join this elite group of recognized professionals.
Networking Lounge
Whether you are attending in-person or virtually, networking with your peers is a valuable part of the SYNERGY conference. Stop by the networking lounge to stay connected throughout the conference.
Meet our Keynote speakers
Linda Bernardi
Linda is a serial high-tech entrepreneur and one of the pioneers of IoT and the emerging hyperconnected world. She discusses the benefit of adopting emerging technologies in today’s consumer driven, “Know Me” economy. Linda is currently a Senior Advisor to McKinsey & Company Worldwide. Previously, she was Chief Innovation Officer at IBM where she helped IBM’s Fortune 100 clients effectively transform and disrupt their businesses, then moved on to hold executive positions in AI, Blockchain, and crypto-currency companies.
Linda Bernardi believes the impact of digital disruption is a huge positive for today’s business organizations. With highly engaged discussions, Linda raises the comfort level audiences have with embracing disruptive technologies.
Mike Walsh
As the founder of the consulting firm CEO Tomorrow, Mike advises his executive clients to re-imagine their companies for the future. He provides corporate leaders with new ideas that will support and guide their teams in a world transformed by automation, Artificial Intelligence, and algorithms.
Mike travels the world as a consultant, creating case studies and gathering intelligence among scientists, writers, entrepreneurs, and other futurists. His weekly podcast Between Worlds explores these questions about emerging trends with thought-leaders. Futurist Mike Walsh shares his provocative view of the future of business – and how corporations can navigate and thrive while dealing with emerging technologies.
Sarah Kunst
Women in Tech Breakfast speaker
Sarah Kunst, managing director of Cleo Capital, is an investor and entrepreneur who has worked at Apple, Red Bull, Chanel & Mohr Davidow Ventures. She founded LA Dodgers backed Proday and was a senior advisor at Bumble where she focused on their corporate VC arm Bumble Fund. She is also a contributing editor at Marie Claire Magazine.
She is on the board of the Michigan State University Foundation endowment. Kunst has been named a Future Innovator by Vanity Fair, Forbes Magazine 30 under 30 and a top 25 innovator in tech by Cool Hunting. She has been recognized for her work in Business Insider as a 30 under 30 Women in Tech and Top African-American in Tech & Pitchbook Top Black VC To Watch, honored as a top woman in STEM by Create & Cultivate and Marie Claire Magazine named her a Young Gun to watch. She has written for Techcrunch, Forbes, Wall St. Journal, Fortune and Entrepreneur.com. Marc Andreessen named her one of his 55 Unknown Rock Stars in Tech.
2021 Taxologist Awards
The Taxologist Awards recognize tax professionals like you who excel at using technology to maximize tax function effectiveness. This is an exclusive chance for you and/or your peers to gain professional recognition for outstanding accomplishments and to celebrate with us at SYNERGY this year.
Judging information
Nominations are now closed. A panel made up of industry and Thomson Reuters specialists are currently reviewing and selecting winners for each award category which will be announced later this month.
Taxologist of the Year Award categories
- NEW! Corporate Trade Compliance Department and Key Individual Contributor (One Award): How has your trade compliance department and key individual contributor used technology to create more effective and efficient processes to help manage global trade for your organization?
- NEW! Partner of the Year (One Award): Tell us how you have demonstrated commitment to delivering innovative solutions and business results for your market and your customers through partnership with Thomson Reuters ONESOURCE suite of products.
- Cutting Edge (One Award): Tell us how you, your tax department, a team member, or an industry peer have used ONESOURCE or Checkpoint for cutting-edge process automation innovations, including: use of RPA (robotic process automation), APA (analytic process automation through Alteryx), AI (artificial intelligence), and more.
- Corporate Tax Department and Key Individual Contributor (Four Awards): Show how your tax department and a key influencer/contributor have challenged the status quo and improved the effectiveness of your tax department.
- Global/Multi-National Corporate Tax Department and Key Individual Contributor (Four Awards): How have your global or multi-national tax department and a key influencer/contributor challenged the status quo and improved the effectiveness of your tax department?
- Certified Implementer Program (One Award): Tell us how your Certified Implementer has mastered the knowledge and use of ONESOURCE™ to maximize tax function effectiveness at a corporation.
- Trust Tax Management (One Award): How has the nominated tax professional or tax department demonstrated excellence by using ONESOURCE Trust Tax Management to automate the fiduciary tax process?
- New Customer of the Year (One Award): New customers! Tell us how you, your tax department, a team member, or an industry peer have implemented ONESOURCE or Checkpoint to successfully transform their original process
Winner benefits
You are helping outstanding Taxologists get the recognition they deserve. We will make sure of it by:
- Unveiling the winners at this year’s SYNERGY conference. Register now.
- Recognizing winners with press and social activities and providing an opportunity for them to share their best practices with the world.
Winners will be able to share the gift of networking and educational experiences with their team. They will receive two free conference passes for SYNERGY 2022, a one-year subscription to ONESOURCE University, and two exam passes for the ONESOURCE Certified User Program for themselves or a colleague.
Congratulations to the 2021 Taxologist winners!
The winners of the 2021 Taxologist Awards have been announced at the SYNERGY2021 conference.
Certified Implementer Program
- Colin Delaney – Deloitte
Corporate Tax Department
- Ari Shapiro – Vontier Corporation
- Michael Tufts – Mattel
- Michael Camp – Clarivate
- Sarajane Bonck – Hilton Grand Vacations
Cutting Edge
- Terri McDonald – Ametek
Global Corporate Tax Department
- Donna Oakes – Johnson & Johnson
- Heather Drosner – Mars Inc
- Joey Marsh – Vontier Corporation
- Rob Newlin – Informatica
New Customer of the Year
- Christine Denny and Matt Lilac – Qualcomm
Corporate Trade Compliance Department
- Shannon Bryant – Harley Davidson Motor Company
Partner of the Year
- John Kuzy – Ernst & Young LLP
Trust Tax Management
- Romaine Kocer – Dorsey & Whitney Trust Company
Hotel
Gaylord Opryland Resort & Convention Center
SYNERGY2021 will be held at the Gaylord Opryland Resort & Convention Center in Nashville, Tennessee.
If you’re in the U.S. and prefer to place reservations over the phone, please contact Gaylord Opryland directly at (615) 889-1000 and indicate "Corporate" to ensure placement into the discounted room block.
Conference entertainment
Authentic Nashville Experience
Join us at the Gaylord Opryland Hotel for a one-of-a-kind, intimate evening of songs and stories from elite songwriters in the country music industry!
Listen to our elite songwriters perform and hear about their songwriting experiences and inspirations for working with top performers in country music.
Thank you to our 2021 sponsors
If you're interested in being a SYNERGY2021 sponsor, please contact London Keck at london.keck@thomsonreuters.com
Platinum Elite
Platinum
Gold
Bronze
For additional information or assistance with registration, please contact the SYNERGY Corporates Team at SYNERGYsupport@thomsonreuters.com
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.
A look back at 2020
For four days, registrants engaged and interacted with users and tax experts from across the country. With over 50 speakers, 100 sessions, and 36 CPE credits up for grabs, attendees could truly customize their intake of information.
In addition to highlighting industry expertise, our annual conference is known for its great entertainment. And the 2020 virtual format certainly continued that tradition. Host James Corden kept everyone laughing, renowned musicians hosted an interactive virtual happy hour, four-time James Beard Award-winning Chef Andrew Zimmern explored the topic of wild foods while providing a live cooking demo, and the stars of Hamilton performed songs and answered audience questions.
As we look back at 2020, we can't help but look forward to 2021.