Join Us at Thomson Reuters SYNERGY User Conference 2018 for Accounting Firms

You are invited to join us in Orlando, FL for SYNERGY, the Thomson Reuters users’ conference for tax and accounting professionals. It’s a fantastic opportunity to learn, network, socialize and experience sunny Orlando at the Gaylord Palms Resort and Conference Center. 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

"Jon Baron’s keynote speech at SYNERGY every year is just outstanding. His knowledge of statistics and how we apply it to the products is one of the highlights of the conference."

— Amalie Ann George, CPA

"The most valuable takeaway from SYNERGY is bringing back ideas and concepts to the office that will make us more effective."

— Scott Nuttall, KNEG

"We’ve implemented a lot of new practices based on things I’ve learned at SYNERGY."

— Mark Martukovich, FMA

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

2017 Schedule

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

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

Wednesday, November 8

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® and Onvio® software hands-on training.

Thursday, November 9

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 10

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 – Bruce Tulgan
9:20 a.m. – 12:20 p.m.Workshops
12:20 – 1:40 p.m.Lunch
1:40 – 4:40 p.m.Workshops
6:30 – 10:30 p.m.Special Evening Event –
Wildhorse Saloon

Conference Features

Wildhorse Saloon

Join us at the Wildhorse Saloon for an evening of barbeque, dancing, mechanical bulls and great music.

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 11

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 – 9:30 a.m.Workshops
10:00 – 11:30 a.m.Closing Keynote – Scott Snook

Conference Features

Closing Keynote

Join us as Scott Snook from Harvard Business School discusses what it takes to become a world-class leader.

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 22 to get free financing and save $100

Register for SYNERGY

Customer Superstar Awards

And the winners are...

The fourth annual Customer Superstar Awards were presented during the kickoff keynote session on November 9. Congratulations to all of our winners!

  • The Ideas Community Award

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

    Winner: Dayna Roane, Perry & Roane, PC
  • 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: Knoble Ingle CPAs
  • 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: Warren Sasser & Associates
  • The Taxologist Award

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

    Winner: Friedman & Huey Associates
  • The Innovation Award

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

    Winner: Papin CPA, PLLC
  • The myPay Solutions Partner Award

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

    Winner: Robert and Jolie Palmer, Robert Palmer and Associates, LLC

2017 Keynote Speakers

Our 2017 speakers were widely recognized for their deep knowledge, extensive experience and limitless enthusiasm.

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. Every year he provides SYNERGY attendees with a detailed look at current tax and accounting development and where the profession is heading.

Bruce Tulgan

Founder and CEO, RainmakerThinking

Bruce Tulgan is internationally recognized as a leading expert on leadership and management, specializing in the topic of young people in the workplace. A best-selling author and sought-after keynote speaker and management trainer, he has worked with tens of thousands of leaders in hundreds of organizations, including in the tax and accounting space.

Scott Snook

Associate Professor, Harvard Business School

During this year’s closing session, Professor Snook will share his research on leadership, leader development, change management, organizational systems and failure and culture. His unique military background allows him to tap into impactful stories of military leadership challenges that are sure to inspire.

Get Ready to Be Inspired

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.

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?

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.


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 2017 workshops will be paper-free) and extra business cards.

What if I still have additional questions?

Email additional questions to

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: