Join Us Next Year

Thomson Reuters SYNERGY Conference 2019 for Corporations

We invite you to join us in Colorado for SYNERGY 2019 — 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.

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.

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.

We are happy to announce the 2018 Taxologist award winners

  • Corporate Tax Department

  • Ricardo (Rick)
    Director of Tax, Skanska USA, Inc.
  • Caleb Tevis
    Manager, Tax Technology and Operations,
    VF Corporation.
  • Carmen Nielsen
    Tax Process and Technology Manager,
    CUNA Mutual Group
  • Sharon Rosiak
    Tax Technology Manager,
    Martin Marietta Materials, Inc.
  • Certified Implementer Partner

  • Ryan Lynch
    Managing Director, Tax Automation Services,
    Global Tax Management, Inc.
  • Global Corporate Tax Department

  • Sandhya Edupaganty and Judy Chu
    Tax Compliance and Technology Director;
    Tax Technology Manager,
    Texas Instruments Incorporated
  • Smita Taank
    Senior Tax Leader Special Projects,
    Tax Management, Honeywell Control Systems Ltd.
  • Lashell Estes
    State Income Tax Manager, WestRock Company
  • Heather Finley Brasher
    Principal, Tax Accounting, Sabre Corporation
  • New Customer of the Year

  • Nick VanDerlyke
    Senior Tax Manager, Income Tax, Sonepar USA
  • Trust Tax Management

  • Gwen Schroeder
    Tax Specialist, Trust Point Inc.

Thank you to our 2018 sponsors!

If you're interested in being a SYNERGY 2019 sponsor, please contact Terry Storholm at or call +1 651 687 7327 for more information.

Platinum Elite




Frequently Asked Questions


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.

How do I book a hotel room?

The room block will be available in late January. Check back at that time for hotel details.


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.

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 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