Registration Open for Thomson Reuters Eighth Annual Partner Summit Event Series

March 18, 2015
Dana Greenstein

DEXTER, Mich., March 18, 2015 – Thomson Reuters today announced registration is open for its eighth annual Partner Summit event series. Limited to 60 attendees per city, these flagship thought leadership events feature individualized instruction from nationally recognized technology and workflow experts on big-picture aspects of running a dynamic practice.

The two-day strategic planning events are aimed at principals from tax and accounting firms nationwide. They offer a fresh approach that incorporates innovative new ideas while preserving the small, intimate format that has made them so popular since their introduction in 2007. Topics include: the client experience, customizing solutions, technology and workflow, monetizing solutions, and staffing your firm.

This year’s expert speakers include:

  •  Paul Miller, Business by Design. Paul Miller offers proven insight on how practitioners can move out of the commodity trade and into the trusted client advisor business, an innovative billing methodology that quantifies the value delivered by firm services with the fee collected from the client, and entrepreneurial insight on how to better manage firm resources and improve client service.
  •  Andrew W. McCracken, CPA, MAcc, Thomson Reuters. Andrew McCracken shares his unique firm perspective and experience in the trenches to show firm leaders how to use technology tools and workflow best practices to increase workflow efficiency, use staff resources more effectively, and elevate client service.
  •  Therese M. Witherow, Thomson Reuters. Therese Witherow explains implementation strategies and proven approaches to initiating firm change while working with attendees to map out a customized action plan that will prepare them for a more progressive, client-focused future.

The Partner Summit event series offers attendees the opportunity to exchange ideas with other professionals in a small-group setting. Each attendee will take home a customized, actionable plan that enables attendees to position their businesses as breakthrough firms.

The 2015 Partner Summit cities and dates are:

May 20-21                     Charleston, SC

June 3-4                        San Antonio, TX

June 10-11                    Baltimore, MD

June 24-25                    Chicago, IL

July 15-16                     San Diego, CA

July 22-23                     Salt Lake City, UT

August 12-13                 Nashville, TN

“Partner Summits continue to be our flagship thought leadership event and provide our clients with great insight into how to run a more effective, efficient and profitable firm,” said Rick Kursik, vice president, of sales with the Tax & Accounting business of Thomson Reuters and host of the 2015 San Antonio Partner Summit. “I am excited for the 2015 season, as we have selected a great set of cities and venues for the program and have expanded the number of clients who will be able to take advantage of the events. At the same time, we’ve preserved the individualized and focused format of the events along with the experience and expertise of our team of presenters.”

“I’m also excited about the expansion of our consulting services through our Practice Forward™ offering which ties directly to our Partner Summits and Paul Miller’s message. The 2015 Partner Summits will provide great value to our clients and, in turn, help them to better serve their customers,” he added.

The events also include fine dining, social events, networking, and more. For more information on the 2015 Partner Summits, visit

The Thomson Reuters CS Professional Suite provides the profession’s most integrated, most sophisticated suite of tax and accounting software including tax prep and planning, accounting, practice management, payroll, research, and more. Created by accountants, for accountants, its unparalleled level of workflow integration, comprehensive thought leadership offerings, and link to expert content and insight power smoother workflows, more informed decisions, improved client service, and better results for tax and accounting firms of all sizes.

Thomson Reuters

Thomson Reuters is the world’s leading source of intelligent information for businesses and professionals. We combine industry expertise with innovative technology to deliver critical information to leading decision makers in the financial and risk, legal, tax and accounting, intellectual property and science and media markets, powered by the world’s most trusted news organization. For more information, go to


Dana Greenstein
Public Relations Manager
Tel: +1 212 337 4129

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