Join Us Next Year

Denver, CO
November 6-9, 2019

Register today

Join Us at Thomson Reuters SYNERGY Users' Conference 2019 for Accounting Firms

You are invited to join us in Denver, CO for SYNERGY, the Thomson Reuters users’ conference for tax and accounting professionals. It's an exclusive opportunity to share expertise, energize your connections, and empower your circle of influence. You’ll be able to attend workshops and learn from the best and brightest in tax and accounting — plus you’ll spend four days earning CPE credit, getting hands-on training, learning about technology updates, and being inspired by nationally recognized accounting, technology, and motivational experts.

What our customers are saying

"My experience with Thomson Reuters has been amazing. This is my third conference and I'm having such a good time."

— Rhonda Lathen, Schain & Company, CPAs

"I really like attending the SYNERGY conference because it brings together people who use the same software programs that I do."

— Benji Kramer, Friedman & Huey Associates LLP

"One of the other great things about Thomson Reuters is that they've always listened to us even though we're a very small firm."

— David Knoble, Knoble Ingle CPAs

Ask other customers what they think about SYNERGY and join the conversation in our customers-only online Community.

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.

17CPE Credits


Explore the Full Potential of Your CS Professional Suite, Onvio, and Checkpoint Products

  • Day 1
  • Day 2
  • Day 3
  • Day 4

Wednesday, November 7

9:00 a.m. – 4:00 p.m.Pre-Conference Workshops
1:00 – 5:00 p.m.Product Demo Theater
1:00 – 5:00 p.m.Registration Desk
& Exhibit Area
5:00 – 7:00 p.m.Welcome Reception

Conference Features

Welcome Reception

Join us to get acquainted with your colleagues and reconnect with old friends over cocktails and hors d’oeuvres.

My Schedule

Once you’ve registered, you can view and make changes to your schedule.

Pre-Conference Workshops

CS Professional Suite software hands-on training.

Thursday, November 8

7:00 – 8:00 a.m.Breakfast
7:00 a.m. – 5:30 p.m.Product Demo Theater
7:00 a.m. – 5:30 p.m.Registration Desk
& Exhibit Area
8:00 – 9:30 a.m.Opening Keynote – Jon Baron
10:00 – 11:40 a.m.Workshops
11:40 a.m. – 1:20 p.m.Lunch
1:20 – 5:10 p.m.Workshops
8:00 – 10:30 p.m.Roundtable Discussions

Conference Features

Opening Keynote – Jon Baron

Join us as Jon Baron talks about the latest technology and changes for tax and accounting.

My Schedule

Once you’ve registered, you can view and make changes to your schedule.


Choose from 100+ product-related and professional workshops.

Workshop descriptions
Workshop schedule

Friday, November 9

7:00 – 8:00 a.m.Breakfast
7:00 a.m. – 5:00 p.m.Product Demo Theater
7:00 a.m. – 5:30 p.m.Registration Desk
& Exhibit Area
8:00 – 9:00 a.m.Day 2 Keynote – Kimberly
9:20 a.m. – 12:20 p.m.Workshops
12:20 – 1:40 p.m.Lunch
1:40 – 4:40 p.m.Workshops
7:30 – 11:00 p.m.Special Evening Event –
Universal Studios Florida™

Conference Features

Universal Studios Florida™

Get ready for one of the most incredible parties Thomson Reuters has ever thrown — a New York City street party in the heart of Universal Studios Florida™!

My Schedule

Once you’ve registered, you can view and make changes to your schedule.


Choose from 100+ product-related and professional workshops.

Workshop descriptions
Workshop schedule

Saturday, November 10

7:00 – 8:00 a.m.Breakfast
7:00 – 8:00 a.m.Product Demo Theater
7:00 – 11:30 a.m.Registration Desk
& Exhibit Area
8:00 – 9:40 a.m.Workshops
10:00 – 11:30 a.m.Closing Keynote – Alison Levine

Conference Features

Closing Keynote – Alison Levine

Join us as Alison Levine, the first American women’s Everest expedition team captain, talks about unleashing your potential in today’s competitive business environment.

My Schedule

Once you’ve registered, you can view and make changes to your schedule.


Choose from 100+ product-related and professional workshops.

Workshop descriptions
Workshop schedule

Special Friday Evening Event

Universal Studios Florida — New York Street Party

Get ready for one of the most incredible parties Thomson Reuters has ever thrown — a New York City street party in the heart of Universal Studios Florida! See the sights of famous New York landmarks while enjoying a night on the town like no other. Take it to the streets as you face all your favorite characters from NBC’s The Tonight Show in a thrilling race through, below, and above New York City on Race Through New York Starring Jimmy Fallon. Board the unique flying theater and speed through streets, soar over skyscrapers, and even dive underwater in a thrilling race to the finish line.

Plus, as you enjoy the park’s amazing re-creations of classic cinematic locations, you’ll also have access to exciting attractions like the thrilling TRANSFORMERS: The Ride-3D, Revenge of the Mummy™, and the Hollywood Rip Ride Rockit™ coaster. It’s an entire evening of moviemaking excitement — and it’s all yours!

Learn more

TRANSFORMERS and its logo and all related characters are trademarks of Hasbro and are used with permission. © 2018 Hasbro. All Rights Reserved. TM & © 2018 NBCUniversal Media, LLC. All rights reserved. The Blues Brothers © 2018 D. Aykroyd and J. Belushi Pisano. Universal elements and all related indicia TM & © 2018 Universal Studios. All rights reserved.

Customer Superstar Awards

Calling all SYNERGY attendees!

We’ve known for years that our customers are the superstars of the accounting profession — and we’ll recognize these outstanding firms at SYNERGY with the third annual Customer Superstar Awards*.

  • The Taxologist Award

    Recognizing the firm that has mastered the use of cloud technology to create maximum tax workflow effectiveness.

  • The Ideas Community Award

    Recognizing the individual whose collective Ideas Community suggestions received the highest number of votes over the last 12 months.

  • The Rookie of the Year Award

    Recognizing a first-year Thomson Reuters firm that had the most successful implementation of products and is represented at SYNERGY for the first time.

  • The Excellence in Tax and Accounting Research Workflow Award

    Recognizing the firm who mastered their tax, accounting or audit research and workflows to produce new levels of firm efficiency and client benefits.

  • The Innovation Award

    Recognizing the firm that did the most in the last year to innovate, invigorate, and grow their business.

  • The myPay Solutions Partner Award

    Recognizing the firm that did the most to grow their business through a partnership with myPay Solutions.

  • NEW Community Peer Support Award

    Recognizing a member of the Thomson Reuters online customer Community for diligent and generous help towards their peer tax practitioners via the Community platform.

SYNERGY Users’ Conference is a time for customers and Thomson Reuters staff to come together and celebrate our unique partnership. Nominations for the Innovation Award and the myPay Solutions Partner Award are open now, so tell us why your firm is a superstar, and let's get ready to celebrate our Customer Superstars once again!

*Judging Procedures: Awards are open to SYNERGY attendees only. Nominations for the Innovation Award will close on September 17, 2018. A panel of Thomson Reuters judges will select the winners in the Taxologist, Rookie of the Year, Innovation, and myPay Solutions Partner award categories. The Ideas Community Award is determined by number of votes per the criteria shown above. Winners will be notified in advance of the conference, and recognized at the SYNERGY Opening Keynote session on November 8.

2018 Keynote Speakers

Return to your firm with new ideas, tools, and energy after attending SYNERGY. This year’s speakers have a vast amount of tax and accounting and leadership experience and knowledge. Are you ready to introduce fresh ideas and energy to your firm? Come listen, learn and take all the new ideas you'll hear back to the office.

Jon Baron

Managing Director, Professional Segment, Tax & Accounting

Jon has more than 40 years of experience providing technology solutions for the accounting profession in both technology development and executive management. He joined Thomson Reuters in 1992 and, prior to his roll as director, was responsible for the design and development of many products and services. Every year he provides SYNERGY attendees with a detailed look at current tax and accounting development and where the profession is heading.

Kimberly Ellison-Taylor

Immediate Past Chairman, AICPA; Global Accounting Strategy Leader, Oracle

Kimberly is the global accounting strategy director for the financial and professional services industries for Oracle America, a leader in cloud solutions and enterprise technology. She provides insight to help drive innovation in this important domain, particularly as disruption is enabled by technology to include cloud, software as a service, artificial intelligence, big data, and robotics process automation. Kimberly is also immediate past chairman of the Association of Certified Professional Accountants (AICPA).

Alison Levine

First American Women's Everest Expedition team captain

Alison served as team captain of the first American Women’s Everest Expedition, climbed the Seven Summits, and skied to the North and South Poles. A history-making adventurer who also spent time in the business world, she has survived sub-zero temperatures, hurricane-force winds, and sudden avalanches — and that was while climbing the corporate ladder! She’ll share her thoughts and experiences on leadership during her presentation, “On the Edge: The Art of High Impact Leadership."

Explore the Gaylord Palms Resort & Convention Center

Located near The Happiest Place on Earth – and a fabulous attraction all on its own – the Gaylord Palms Resort and Convention Center’s 63 acres celebrate Florida’s history, culture, and natural beauty in its architectural style and landscape design.

Make your room reservation today — A limited number of discounted hotel rooms, starting at $239, are available until October 15, 2018. Make your reservations online or call the hotel directly at 877.491.0442 and ask for the Thomson Reuters SYNERGY Professional Conference group block.

Enjoy the resort’s extraordinary service and superior amenities, including multiple dining and entertainment options, a spa, a fitness center, and a pool.

Frequently Asked Questions

What is the cancellation and refund policy?

A full refund will be issued if registration is canceled on or before September 30, 2018. If registration is canceled between October 1 and October 10, a 50% refund in the form of a credit toward pre-paid training will be issued. If registration is canceled after October 10, no refund will be issued. Email to cancel.

What workshops are available?

You can view all available workshops here.

How do I register for the Welcome Reception and Special Event?

You can register for both when you register for SYNERGY. However, if you have already registered for SYNERGY and wish to add the Welcome Reception and/or Special Event to your registration, or confirm that you've already registered, please contact customer service at


What is the special hotel rate?

A limited number of discounted hotel rooms at the Gaylord Palms Resort & Conference Center, starting at $239, are available until October 15, 2018.

How do I book a hotel room?

You can book a hotel room directly with the Gaylord Palms Resort & Conference Center online or by calling 877.491.0442 and asking for the Thomson Reuters SYNERGY Professional Conference group block.

How can I make changes to my room reservation?

You can make changes to your hotel reservations by calling the Gaylord Palms Resort & Conference Center at 877.491.0442.


Is the hotel or travel fee included in the conference price?

No, the hotel and travel fee are separate from the price of the SYNERGY conference.

What airport is closest to the Gaylord Palms Resort & Conference Center?

The Orlando International Airport is closest to the resort and conference center.

Where can I find information on Orlando?

Find more information about Orlando by visiting

Agenda & Workshops

Where can I find an agenda for the event?

The agenda is available on the homepage. Workshop descriptions are available here.

How do I register for workshop sessions?

Workshop registration is available on the registration page.

Will there be online streaming of the event?

The opening keynote session from Jon Baron will be streamed live on the SYNERGY homepage on November 8.

How can I follow up on the ideas and conversations from SYNERGY?

Thomson Reuters offers a private, online Tax Community for customers only. Within Community is a subject called "SYNERGY for Accounting Firms," with several sub-topics, and various subjects for CS Professional Suite and Checkpoint.

Friday Night Event

How do I register for the Special Friday Night Event?

Friday Night Event registration is part of the main SYNERGY registration. However, if you did not sign up when you first registered, or you pre-registered, you can add it in the Schedule section of the website, contact customer service, or stop by the registration desk during the first two days of the conference to purchase your tickets.

How much does the Friday night event cost?

We’re pleased to sponsor this optional evening event and offer you and your guests an unforgettable evening at a reduced rate. The cost is just $115 per adult and $75 per child, which includes transportation, dinner, and entertainment.

What time is the Friday night event?

Buses will leave the hotel at 7:30 p.m. We'll arrive back at the hotel around 11:30 p.m., but shuttles will run all evening just in case you're ready to leave early.

Do I need an I.D. to enter?

Yes. Please make sure to bring your I.D. — it is required for entrance.


How do I download the SYNERGY conference app?

You’ll receive an email with specific instructions for downloading the app in late October.

Can I bring a guest, spouse or children?

Attendees are welcome to bring guests. Guests may attend the Welcome Reception and Friday Night Event, but must register and purchase tickets in advance. (Guests cannot attend conference workshops, keynotes, roundtables, or meals.)

What is the recommended attire for the event?

The dress code for the event is business casual. We recommend you bring additional attire if you plan to explore the city. The Friday Night Event is casual.

What should I bring?

We recommend you bring what you would normally pack for a business trip. However, we encourage you to bring extra chargers for electronic devices, any printed materials you may want for workshops (SYNERGY is paper-free) and extra business cards.

What if I have additional questions?

Email additional questions to

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: