Skip to content
Business Strategy

Thomson Reuters Announces 2020 Partner Summit for Tax and Accounting Professionals

Terrilyn Brumfield  

· 5 minute read

Terrilyn Brumfield  

· 5 minute read

Thomson Reuters has announced the details of its 13th annual thought leadership event series titled “Partner Summit: Moving Your Practice Forward.” Over the past decade, Partner Summit has provided thousands of firm leaders with a unique opportunity to redefine their business model and service offerings and build deeper and lasting client relationships.

Thomson Reuters experts will share their knowledge and experience from years of helping firms redefine their business model, implement technology tools, and establish workflow best practices. Attendees will also gain insights on how to transform from a traditional firm focused on compliance services to a Breakthrough Firm that leads client engagements with advisory services through implementing four Business Functions: Product and Service Development, Sales and Marketing, Operations, and Firm Management. Practitioners that have successfully executed these concepts – including Paul Miller, Owner/Founder of Business by Design, Mark Martukovich, CPA and managing partner of FMA CPA, and Brittany Lanphier, CPA and managing partner of Lanphier, LLP – will also offer real world, tangible takeaways from their respective implementations and work with attendees to build their own transformation plan.

“Tax and accounting professionals are facing an increasing pace of disruption from regulatory changes, new technology and growing client expectations,” said Andrew W. McCracken, CPA, Director, Professional Services for the Tax & Accounting Professionals business of Thomson Reuters. “Partner Summit attendees leave with a transformation plan including steps they can implement immediately to diversify their practice and build a more progressive firm.”

Partner Summits are limited to 65 attendees per city, ensuring an interactive and engaging experience for each attendee. This year’s Partner Summit: Moving Your Practice Forward events offer the opportunity to earn up to 13 CPE credits.

Dates and locations include:

  • May 6-7, 2020 Washington, DC
  • May 13-14, 2020 Hilton Head, SC
  • May 20-21, 2020 Las Vegas, NV
  • June 3-4, 2020 Indianapolis, IN
  • June 17-18, 2020 Austin, TX
  • June 24-25, 2020 Milwaukee, WI
  • July 8-9, 2020 Sonoma, CA
  • July 15-16, 2020 Boston, MA
  • July 22-23, 2020 Park City, UT
  • August 5-6, 2020 Oahu, HI
  • August 12-13, 2020 Burlington, VT
  • August 19-20, 2020 Nashville, TN

For more information on the events and to register, or sign up for the wait list, visit

You’ll also have the opportunity to learn more about the full-firm transformation roadmap that a Practice Forward™ engagement makes possible. Thomson Reuters Practice Forward is a consulting and content offering designed to help progressive firms improve margins, drive growth and improve client service through a combination of innovative and proven business model concepts, backed by the technology leadership and the professional expertise of Thomson Reuters.

For more information on Practice Forward, go to

Thomson Reuters

Thomson Reuters is the world’s leading provider of news and information-based tools to professionals. Our worldwide network of journalists and specialist editors keep customers up to speed on global developments, with a particular focus on legal, regulatory and tax changes. Thomson Reuters shares are listed on the Toronto and New York Stock Exchanges. For more information on Thomson Reuters, visit and for the latest world news,


Terrilyn Brumfield


+1 972 250 8098

More answers