November 11-14, 2018  |  Orlando, FL

Register today

Thomson Reuters SYNERGY Conference 2018 for Corporations

We invite you to join us in Florida for SYNERGY 2018 — a fantastic opportunity to learn, network and socialize with other ONESOURCE users. You'll be able to attend workshops 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

"What I've liked about SYNERGY the most is the chance to talk to other users, and interact with it. [Thomson Reuters] actually pulls different users that are about the same level together to talk, offline, and that's been very helpful and I've really enjoyed that."

— Ford Motor Company

"The sessions are great and well organized. Offering hands-on sessions enhances the attendee's knowledge and allows for a true testing environment. Also, the conference allows for participants to network."

— Fiduciary Trust Company International

"The course content was valuable. The opportunity at the Innovation Labs and interactive sessions to see prototypes of the future software and give feedback was a great opportunity."

— BP

"I always walk away from SYNERGY with new ideas or better ways of doing things to implement at work which has been extremely valuable over the years."

— Verizon

"Great networking; wonderful insight to the suite of tax applications; opportunity to provide user insight to innovative ideas; impressive conference chain."

— Express Scripts

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

2017 Schedule

Explore the Full Potential of ONESOURCE

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

Sunday, November 12

2:00 – 6:00 p.m.Registration Opens
3:00 – 6:00 p.m.Sponsor Exhibits
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 ONESOURCE customers and Thomson Reuters staff.


Taxologists are tax professionals who embrace technology to yield remarkable results. Be sure to see this year's Taxologist Award winners.

Innovation Lab

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

Monday, November 13

7:00 a.m.Registration
7:15 – 8:15 a.m.Breakfast
8:30 – 10:00 a.m. Opening General Session
10:00 a.m. – 7:30 p.m. Sponsor Exhibits
10:15 a.m. – 12:15 p.m.Educational Sessions
12:15 – 1:00 p.m. Lunch
1:15 – 6:00 p.m.Educational Sessions
6:00 – 7:30 p.m.Exhibitor Reception

Conference Features

Opening General Session

Award-winning Hamilton star Renée Elise Goldsberry will perform songs from Broadway hits!

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. Be sure to see this year's Taxologist Award winners.

Innovation Lab

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

Tuesday, November 14

7:30 – 8:30 a.m.Breakfast
8:00 a.m. – 6:00 p.m.Sponsor Exhibits
8:30 – 11:45 a.m.Educational Sessions
11:45 a.m. – 1:15 p.m.Lunch
1:30 – 6:00 p.m.Educational Sessions
7:00 – 10:30 p.m.Tuesday Night Event

Conference Features

LOCASH at Wildhorse Saloon

Join us for a foot-stoping performance from LOCASH at the Wildhorse Saloon! You'll also enjoy an evening of barbeque, dancing and other fun activities.


Taxologists are tax professionals who embrace technology to yield remarkable results. Be sure to see this year's Taxologist Award winners.

Innovation Lab

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

Wednesday, November 15

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

Conference Features

Closing General Session

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


Taxologists are tax professionals who embrace technology to yield remarkable results. Be sure to see this year's Taxologist Award winners.

Innovation Lab

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

Early, early bird price good until December 31, 2017

Registration includes:

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

(after December 31, 2017, the registration fee will be $1,975)

Register for SYNERGY

Meet Our Taxologist Winners

We're delighted to announce the winners for the annual Taxologist Awards from Thomson Reuters, which were announced at the SYNERGY General Session on November 13.

These tax departments and individuals represent the best-in-class tax technology elite. They embrace new frontiers in tax technology to transform and maximize the effectiveness of the tax function, delivering exceptional value to their business.

  • Corporate Tax Department and Individual Contributor Award
    Marina Zivic, Vice President and Chief Tax Officer
  • Corporate Tax Department and Individual Contributor Award
    Fiona Gibson, Tax Systems Lead
    John Wiley & Sons
  • Corporate Tax Department and Individual Contributor Award
    Terri Milstead, Second VP, Corporate Accounting and Tax
    Protective Life Corporation
  • Corporate Tax Department and Individual Contributor Award
    Deanna Williams, Manager of International Tax
    FedEx Express International
  • Corporate Tax Department Award
    Jodi Jones, Director of Tax Accounting and Compliance and
    Elsa Jacobs, Senior Manager of Tax Accounting
  • Certified Implementer Award
    Joe Habak, Senior Manager, Tax Transformation
  • Trust Tax Management Award
    Frank Lochinger, Vice President
    The Northern Trust Company
  • New Customer of the Year Award
    Joseph Cobb, Tax Compliance Manager
    Synchrony Financial

Nominations are now closed, but take a look at what it takes to become a Taxologist and start thinking about next year.

Learn more

2017 Featured Speakers and Special Guests

Our 2017 speakers brought fresh ideas and energy as they talked about the latest in tax technology.

Joe Harpaz

Managing Director, Corporate Segment, Tax & Accounting

As Managing Director for the Corporate segment at Thomson Reuters, Joe Harpaz drives the strategy and oversees the business operations for the U.S. and global corporate tax solutions — ONESOURCE Income Tax-US, ONESOURCE Indirect Tax, ONESOURCE Tax Provision, ONESOURCE Trust, ONESOURCE Transfer Pricing, ONESOURCE WorkFlow Manager and ONESOURCE Firm Edition.

Thack Brown

GM, Global Head Line of Business Finance at SAP

As General Manager and Global Head for SAP's Line of Business Finance, Brown is responsible for the full suite of SAP solutions for the office of the CFO. SAP has the market's most robust portfolio of solutions for finance professionals, covering all the major financial processes. Brown has an international MBA with specialization in finance from the University of South Carolina and also holds a BSBA degree in economics.

Irish McIntyre

Vice President of Product Management, Tax & Accounting

As VP of Product Management, Irish leads a team of product managers responsible for the strategic direction of the Income Tax, Provision, Transfer Pricing and Workflow solutions for the Corporate segment of Thomson Reuters Tax & Accounting business of Thomson Reuters. He also drives numerous ONESOURCE integration projects. Irish has over twenty years of leadership and software development experience and attended San Jose and San Francisco State University.

Thank You to Our 2017 Sponsors!

Thank you to our 2017 sponsors for all of their support in making SYNERGY such a success. If you're interested in being a sponsor for next year, please contact Terry Storholm at or call 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.


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?

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

Where can I find the rules for the SYNERGY conference games?

Here are the official rules for the SYNERGY Mobile App game, the SYNERGY Trivia game, and the SYNERGY Survey game.

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