Expertise. Connections. Influence.

For Tax Professionals
Join us in Orlando, FL  |  November 11-14, 2018

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Thomson Reuters SYNERGY Conference 2018 for Corporations

We invite you to join us in Florida for SYNERGY 2018 — a gathering of the industry elite and an opportunity to share expertise, energize your connections, and empower your circle of influence. You'll be able to attend educational sessions and learn from the best and brightest in the tax industry — plus you'll spend four days earning CPE credit, getting hands-on training, learning about technology updates, and being inspired by tax and technology experts.

What Our Customers Are Saying

"It was an energizing experience. The networking and bouncing of ideas between other users and Thomson Reuters staff was really great."

"This was my first time attending. I knew I would learn valuable information, but I was not fully aware of how much I would come away with."

"The opening session brings everyone together to highlight progress, awards, etc. It provided a large picture of strength and growth for ONESOURCE. I felt that was a great takeaway."

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

Justification Letter

We’ve put together a letter to help you make a compelling case for why attending SYNERGY will benefit you and your organization.

Download letter DOCX - 120KB

4 Days of Interactive Learning

Grow your expertise with educational sessions and hands-on activities, connect with other leaders at networking events, and more.

17CPE Credits

2018 Schedule

Explore the Full Potential of Thomson Reuters Tax Technology

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

Sunday, November 11

2:00 – 6:00 p.m.Registration Opens
2:00 – 5:00 p.m.Sponsor Exhibits
2:00 – 5:00 p.m.Experience Zone
6:30 – 8:30 p.m.Welcome Reception

Conference Features

Welcome Reception

Kick off the conference at our SYNERGY welcome reception. You'll mix and mingle with other Thomson Reuters customers and staff.

Social Media

Join the conversation! Connect with us on social media by using #SYNERGYTaxTech.

Innovation Lab

Get a first-hand look at the latest ONESOURCE and Checkpoint technology developments and share your feedback and ideas.

Monday, November 12

7:00 a.m.Registration
7:00 – 8:00 a.m.Breakfast
8:00 – 9:30 a.m. Opening General Session
9:45 a.m. – 7:30 p.m. Experience Zone
9:45 a.m. – 7:30 p.m. Sponsor Exhibits
9:45 a.m. – 11:50 p.m.Educational Sessions
11:50 a.m. – 12:50 p.m. Lunch
12:50 – 5:30 p.m.Educational Sessions
6:00 – 7:30 p.m.Exhibitor Reception

Conference Features

Exhibitor Reception

Visit with our SYNERGY sponsors while enjoying a cocktail and light snack.


Taxologists are tax professionals who embrace technology to yield remarkable results. Nominations for 2018 Taxologist Awards opening soon.

Industry Practice Groups

Visit us in the experience zone to strengthen your connections and expand your circle of influence specifically within the automotive, technology, energy, and finance industries.

Tuesday, November 13

7:00 – 8:00 a.m.Breakfast
7:30 a.m. – 5:40 p.m.Sponsor Exhibits
7:30 a.m. – 5:40 p.m.Experience Zone
8:00 – 11:30 a.m.Educational Sessions
11:30 a.m. – 12:30 p.m.Lunch
12:30 – 5:40 p.m.Educational Sessions
7:30 – 11:00 p.m.Tuesday Night Special Event

Conference Features

Tuesday night event

Join us for a memorable and fun Tuesday night special event at Universal Studios Florida™.

Demo Theater

Stop by the experience zone to view the full schedule of demonstrations covering best practices, solution ideas, and more.


Learn how hundreds of thousands of tax and accounting professionals use Thomson Reuters Checkpoint every day to do their jobs faster, more accurately, and with greater confidence. Test drive the latest release in the experience zone.

Wednesday, November 14

8:00 – 9:00 a.m.Breakfast
9:00 – 9:30 a.m.Closing Session
9:45 – 10:40 a.m.Educational Sessions
12:05 – 1:05 p.m.Lunch
1:05 – 3:10 p.m.Educational Sessions

Conference Features

Closing Session

Join us as we wrap up an eventful conference, and enjoy one last opportunity to connect with staff and other attendees.

Customer Center

Did you visit our customer center during the conference? If you missed out and would like to learn how to use this powerful platform for your ONESOURCE product support needs or to create your OnePass account, visit the Customer Center online.


Stay in touch after SYNERGY with our customers-only online Community.

Special Tuesday 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.

Registration includes:

  • Welcome Reception
  • Keynote Addresses
  • Exhibitor Reception
  • Educational Sessions
  • Up to 17 Hours of CPE Credit
  • Special Tuesday Evening Event
  • Seven Meals
Register for SYNERGY

Taxologist Awards

The Taxologist Awards program recognizes outstanding tax departments and individuals who have excelled in maximizing tax function effectiveness and driving significant value to their organization together with Thomson Reuters.

Nominations for this year's Taxologist Awards are now closed.

Taxologist of the Year Award categories

  • Corporate Tax Department and Key Individual Contributor (Four Awards)
  • NEW! Global/Multi-National Corporate Tax Department and Key Individual Contributor (Four Awards)
  • Certified Implementer Firm (One Award)
  • Trust Tax Management Award (One Award)
  • New Customer of the Year (One Award)

Explore the Gaylord Palms Resort & Convention Center

Book Your Stay

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 19, 2018. Make your reservations online or call the hotel directly at 877.491.0442 and ask for the Thomson Reuters SYNERGY Corporate 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 beautiful heated outdoor pool.

Become a 2018 sponsor!

If you're interested in being a SYNERGY 2018 sponsor, please contact Terry Storholm at or call +1 651 687 7327 for more information.

Platinum Elite




Frequently Asked Questions


How do I register?

Click on the orange Register for SYNERGY button located in the top right corner of this web page and complete the registration form.

What is the cancellation and refund policy?

If you need to cancel your registration, you may process that directly via the website. To view the refund policy, please go to registration, select the Fees & Policies tab and then click on the Details link next to the conference fee and registration date that apply to you. No refund is provided if you registered after September 30, 2018.

If you have registered for the conference and are unable to attend, you may substitute another person from your company. The original registered attendee must submit a written cancellation request, including their substitute's first name, last name and email address to or call 703.738.9146.

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 19, 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 Corporate Conference group block.


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 and sessions

Where can I find an agenda for the event?

The SYNERGY agenda is available under the Agenda tab on the registration section of the website.

How do I register for sessions?

Session selection is available as you register for SYNERGY. If you have already registered for SYNERGY, but have not selected your sessions, simply return to the registration section using the link in your confirmation email. To simplify your session selection, use the Select a Topic and Advanced Search capabilities.

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

Thomson Reuters offers a private, online Tax Community for customers only. Within Community is a subject for "SYNERGY for Corporations," with several sub-topics and various subjects for ONESOURCE and Checkpoint.


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?

Your adult guests (over 21) are welcome to join us for the following selection of evening events and meals:

  • Welcome Reception: $175
  • Exhibitor Reception: $100
  • Entertainment Evening: $200

Guest selection includes food, beverage and entertainment for selected meals and/or events. It does not include access to general and breakout sessions. Guests are responsible for their hotel accommodations, air and ground transportation, other meals and optional activities.

All registered guests must wear a conference guest pass to be admitted to events in the guest program.

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 Tuesday 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 sessions (SYNERGY sessions will be paper-free) and extra business cards.

What if I still have additional questions?

Email additional questions to or call 703.738.9146.

Thomson Reuters Tax & Accounting Corporate Software & Services 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:

All complaints should be submitted to Tonya Clark, Director, ONESOURCE University for resolution. Complaints regarding content or delivery of sessions will be reviewed by SYNERGY staff and Product Management. All other complaints will be reviewed by SYNERGY staff and ONESOURCE University management. Corrections made will follow the standards that are stated in the National Association of the State Boards of Accountancy's (NASBA) CPE administration policies. All interested parties: CPA, State Board, etc. are then notified of the resolution.

Tonya Clark, Director ONESOURCE University
ONESOURCE University