Synergy America

Overview

You Made Synergy 2014 A Hit. Thank You!

Thank you to everyone who made SYNERGY 2014: Where Tax Meets Technology a success. We appreciate our sponsors and attendees for their knowledge, experience and their collaboration in making this year’s event the best yet!”

SYNERGY 2014 saw the launch of the inaugural Taxologist Awards in recognition of professionals who have excelled in partnership with tax technology. Congratulations to all our winners for their momentous achievements!

Want to continue the conversations from SYNERGY? Thomson Reuters Community is a one-stop site to stay in touch with your tax connections, access all SYNERGY presentations, and stay up to date on latest tax news, innovations and thought leadership.

Don’t forget to use #2014SYNERGY when you share content on social media.

Exciting times are ahead: Mark your calendars for SYNERGY 2015, taking place November 8-11, 2015, at the Gaylord Palms Resort in Orlando. We can’t wait.

We appreciate your partnership in elevating tax to a new level of greatness. Now go out into the world, free like a gosh darn hawk.

Thanks again!

What Sets a Taxologist Apart?

The value they bring to every part of a company – and their dashing good looks!

Watch the SYNERGY 2014 opening video and meet a new breed of tax professional.


Photos from SYNERGY 2014


Check out more photos from SYNERGY 2014 on our Facebook page.


SPONSORS

Sponsors

Platinum Elite Sponsors





 
 

Platinum Sponsors

 

Gold Sponsors

 

Silver Sponsors

 

Awards

The Taxologist Awards

Introducing a Celebration of Tax Pioneers

The inaugural Taxologist Awards program premieres at SYNERGY 2014 ONESOURCE user conference. These illustrious awards recognize outstanding tax departments and individuals who have excelled in maximizing tax function effectiveness and driving significant value to their organization together with ONESOURCE.

The awards will be reviewed by a panel of industry leaders including:
  • Eli J. Dicker, executive director of the Tax Executives Institute
  • Ralph Cunningham, managing editor of International Tax Review
  • Brian Peccarelli, president, Tax & Accounting, Thomson Reuters
  • Joe Harpaz, managing director, Tax & Accounting, Thomson Reuters
  • Lauren Kovar, director, Client Advisory & Strategy, Thomson Reuters

Winning Categories

Innovative Tax Department of the Year

How has the nominated tax department used ONESOURCE for two or more tax processes to gain significant efficiencies.

  • Describe unique approach taken
  • Provide quantifiable results (cost savings, time savings, etc.)

Taxologist of the Year

How has the nominated tax professional mastered the use of technology to maximize tax function effectiveness?

  • Provide examples of how the tax professional has challenged and changed the status quo in their tax operations

Excellence in Data Management

How has the nominated tax department used ONESOURCE to improve their data management process and what efficiencies have been gained to date?

  • Provide quantifiable results (cost savings, time savings, etc.)

Excellence in Tax Process Transformation

How has the nominated tax department used ONESOURE to transform a single tax process to gain significant efficiencies?

  • Select tax process (Trust, 1099, Transfer Pricing, Provision, etc.)
  • Provide quantifiable results (cost savings, time savings, etc.)

Excellence in Global Collaboration

How has the nominated tax department implemented ONESOURCE across 5 or more countries resulting in significant ROI benefits tied to meeting local country and/or region specific compliance requirements?

  • Provide quantifiable results (cost savings, time savings, etc.)

Excellence in Tax and Finance Alignment

How has the nominated tax department used ONESOURCE to integrate the tax function with their accounting and finance operational processes?

  • Provide quantifiable results (cost savings, time savings, accuracy improvements, resource efficiencies, etc..)
  • Explain how leveraging ONESOURCE technology has been able to influence, transform and/or improve finance operations or overall financial performance

Excellence in Tax Research

How has the nominated tax department used Checkpoint to support and/make an important tax decision.

  • Provide examples of how and why the tax professional performed the research.
  • Provide examples of how and why Checkpoint provided a competitive advantage that made the tax professional better at their job.
  • Include quantifiable data points where available such as efficiency gained, time saved, how insight resulted in tax savings (impact on effective tax rate) or how the research identified areas to avoid or new opportunities to pursue, etc.

Winning Benefits

  • Winners will be announced and recognized at the 2014 SYNERGY
  • Receive a Thomson Reuters trophy to commemorate your success
  • Receive a 1 year subscription to ONESOURCE University (valued at $500 per product)
  • Receive a free catered lunch for their tax department (valued at $1,500)
  • Participate in promotional and press activities with Thomson Reuters partner and media channels
  • Gain recognition within your own organization and community for tax industry excellence

The Taxologist of the Year Winner will receive a $10,000 donation made on their behalf to the school of their choice to further technology initiatives.

Applicants must demonstrate measured increases in efficiency through effective technology use. Please complete the form on the right to register for the Taxologist Awards and nominate your top candidate.

Judging Procedures

Nominations open on July 23 and close on October 1. An esteemed panel of judges will select award winners from a pool of submissions that will be collected via nominations from customers, their colleagues, and peers from across the U.S. The shortlist of award nominees will be announced on October 16, and winners will be announced and recognized at SYNERGY 2014 on November 5.

Have questions about the Taxologist Awards? View our FAQs

Visit http://www.taxologist.com to learn more about what it means to be a Taxologist.

Congratulations to the 2014 Taxologist Awards Winners!

The Taxologist Awards recognized tax technology innovators in seven categories.

Taxologist of the Year

  • Sarah Gangar
    Tax Process and Technology Manager, CUNA Mutual Group

Innovative Tax Department of the Year

  • Al Escudero
    Vice President of Tax, Cantel Medical Corporation

Excellence in Data Management

  • Rich Heller
    Vice President of Tax, Bayer Corporation

Excellence in Tax Process Transformation

  • Judith Hamric
    Vice President of Tax, Tube City IMS

Excellence in Global Collaboration

  • Fred Haas
    Senior Tax Manager, Ford Motor Company

Excellence in Tax and Finance Alignment

  • Kelly Necessary
    Senior Tax Director, Time Warner Cable

Excellence in Tax Research

  • Sheryl Paige
    Tax Advisor, Pfizer