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

2018 Schedule

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 open
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 and Onvio 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.

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.

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.

Register now

Registration includes the Welcome Reception with cocktails and hors d’oeuvres, the roundtable discussions, five meals, your selection of workshops (does not include pre-conference workshops) and up to 17 hours of CPE credit.

$1,495 For each additional firm attendee

Register by December 31 to get free financing and save $100

Register for SYNERGY

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.

    Winner: Bret Carr, Hertzbach & Company, P.A.
  • The Ideas Community Award

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

    Winner: Brandon Dunigan, Boyum Barenscheer
  • 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.

    Winner: Denise Rohrer, Denise Rohrer & Associates
  • 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.

    Winner: Scott C. Nuttall, Scott C. Nuttall & Associates CPA’s
  • The Innovation Award

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

    Winner: Haley Homan, Bobby Medlin CPA Group, LLC
  • The myPay Solutions Partner Award

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

    Winner: Kathy Muldoon, Payne, Nickles & Company
  • 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.

    Winner: Kathleen Sheahan, Professional Management of Milwaukee Inc.

2018 Keynote Speakers

Our 2018 attendees returned to their firms with new ideas, tools, and energy after attending SYNERGY and listening to our amazing keynote speakers.

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."

Frequently Asked Questions

How do I register?

Click on the Register for SYNERGY button and complete the registration form.

What is the cancellation and refund policy?

A full refund will be issued if registration is canceled on or before September 30, 2019. 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.


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.

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: