Where can you get tax insight and explore leading tax technology?


SYNERGY2016 is coming to Grapevine, Texas on Nov. 6-9! You’ll gain new perspectives and crucial tax insight from the experts, meet Thomson Reuters staff, and explore and even impact the future of your tax technology alongside 1,500 of your tax peers.

Register today to take advantage of the early bird pricing—only for a limited time!

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Need justification?

Make your case to attend SYNERGY2016 with this handy justification letter we’ve prepared just for you.

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4 Days of Interactive Learning

Don’t miss these valuable opportunities at SYNERGY! Grow your expertise in educational sessions and hands-on activities, connect with other leaders at networking events and more.

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

Social Event at AT&T Stadium

Join us Tuesday for dinner and an unforgettable night of fun on the field at the home of the Dallas Cowboys. Built in 2011, AT&T Stadium is an architectural marvel designed to house one of the most legendary NFL teams of all time.

As you enter the stadium that hosted Super Bowl XLV, make sure you take in the 80,000 or 100,000 (it’s adjustable!) seats. You’ll be able to view the Guinness Book of World Records video screens as you charge onto the field and get your game on with an on-field Punt, Pass and Kick Obstacle Course.

Get your photo taken on the field with the famous Cowboys star, enjoy golf and sport simulators, a dance to a live band and a number of other exciting events.

You’ll also enjoy a cowboy-sized dinner that includes some of Texas’s finest barbecue, after dinner s’mores, a bar serving wine and beer and much more.

We’ll arrive back at the hotel around 11:30 p.m., but shuttles will run all evening just in case you’re tuckered out from you newfound career as a running back or nose tackle.

ZORB ballPhotoshoot in AT&T stadium

Keynote Speakers

Here are just a few of the illustrious speakers that will inspire you at SYNERGY.

Nathan Andrews

Nathan Andrews

Partner, Deloitte

Nathan is a Partner and National Practice Leader for Deloitte’s Tax Management Consulting practice with over 22 years of experience. As a tax transformation specialist, he has worked with corporate tax departments of all sizes across multiple industries and countries in the areas of organizational design, data management, process design and technology change for tax departments.

Steven E. Fortier

Steven E. Fortier

Principal, KPMG

Steve Fortier is the Chief Talent Officer for KPMG US Tax Practice and a Senior Partner in KPMG’s Global Transfer Pricing Services practice. In his role, he focuses on the development and execution of tax talent strategy and leads global transfer pricing projects to assist multinational clients.

Joe Harpaz

Joe Harpaz

Managing Director, Corporate Segment, Thomson Reuters Tax & Accounting

Joe Harpaz is the Managing Director of the Corporate segment of Tax & Accounting at Thomson Reuters, leading the comprehensive, end-to-end ONESOURCE corporate tax software business on a global scale.

Andy Ruggles

Andy Ruggles

US Tax Reporting & Strategy Leader,PwC

Andy leads PwC’s Tax Reporting & Strategy practice with a focus on leading clients and teams in the use of process and technology in the tax reporting, analysis and compliance. He has an extensive track record in working with organizations’ tax departments, IT departments, and leadership teams to provide clients with an optimal blend of tax perspective, experience, and pragmatism in tax operations.

Register Now for the Best Price

Registration includes:

  • Welcome Reception
  • Keynote Addresses
  • Exhibitor Reception
  • Educational Sessions
  • Up to 17 hours of CPE credit
  • Special Tuesday Evening Event
  • Seven meals

$2,055 Regular Pricing(before September 30)

$2,630 Late Registration(after September 30)

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 ONESOURCE™.


Taxologist of the Year – Corporation

How has the nominated tax professional mastered the use of technology to maximize tax function effectiveness?

Innovative Tax Department of the Year

How has the nominated tax department used ONESOURCE for two or more tax processes to gain significant efficiencies?

Excellence in Data Management

How has the nominated tax department used ONESOURCE to improve their data management process and what efficiencies have been gained to date?

Excellence in Tax Research

How has the nominated tax department used Checkpoint to support and/or make an important tax decision?

Taxologist of the Year — Certified Implementer

How has the nominated certified implementer (individual) mastered the knowledge and use of ONESOURCE to maximize tax function effectiveness at a Corporation?

Excellence in Tax Process Transformation

How has the nominated tax department used ONESOURE to transform a single tax process to gain significant efficiencies?

Excellence in Tax Effective Supply Chain Management

How has the nominated tax department used ONESOURCE to integrate the tax function with their supply chain operational processes?

Winning Benefits

  • Winners will be announced and recognized at the 2016SYNERGY Conference.
  • Receive a Thomson Reuters trophy to commemorate your success.
  • Receive a 1 year subscription to ONESOURCE University (valued at $500 per product).
  • Receive a free catered lunch for their tax department (valued at $1,500).
  • Participate in promotional and press activities with Thomson Reuters partner and media channels.
  • Gain recognition within your own organization and community for tax industry excellence.
  • Winners receive a free pass to SYNERGY2017 & a discount for others in their organization.

The Taxologist of the Year – Corporation Winner will receive a $10,000 donation made on their behalf to the school of their choice to further technology initiatives.

Congratulations to the 2015 Taxologist Award Winners!

Assaf Keshavjee

Taxologist of the Year — Certified Implementer

Assaf Keshavjee – Director

Deloitte Tax LLP.

Sarah Vance

Taxologist of the Year — Corporation

Sarah Vance, US Tax Director

Cummins Inc.

Excellence in Tax Process Transformation

Sheila Carlson, Senior Tax Analyst

Hyatt Hotels Corporation.

Excellence in Tax Effective Supply Chain Management

Brian Gardner – Global Indirect Tax Senior Manager

Adobe Systems Inc.

Excellence in Data Management

Joseph May – Director, Tax Compliance

VF Corporation.

Excellence in Tax Research

Zach Thies – Trust Tax Officer

Dorsey & Whitney Trust Company.

Innovative Tax Department of the Year

Andrean Williams – Senior Tax Manager

Ametek Inc.

Discover the Gaylord Texan Resort

Everything is bigger in Texas, including our stunning venue! This first-class resort offers the perfect space for networking and fun. Get your special room rate today just for SYNERGY attendees.

Book Your Stay at the Gaylord Texan Resort
Gaylord Texan gardensWorld-class venue:

The Gaylord Texan Resort & Convention Center is 400,000-square feet of luxury. It overlooks Grapevine Lake and houses acres of beautiful gardens and rooms providing the ultimate comfort.

Gaylord Texan roomReserve Your Room:

A limited number of discounted hotel rooms, starting at $190 for stays between November 5-10, 2016, are available until October 17, 2016. Book online or call the hotel at 877.491.5138 and ask for the Thomson Reuters SYNERGY Corporate group rate.

Gaylord Texan atriumLocal Attractions:

With Dallas nearby, you can take advantage of popular local attractions: the Grapevine Historic Main Street, Grapevine Botanical Gardens, one of the many Grapevine wineries and more. Visit the resort website for tour info!

Meet Our Sponsors

Learn what’s happening with the latest tax technology and connect with our sponsors for new ways to grow your tax department.

Interested in Sponsorship? Contact Terry Storholm at terry.storholm@thomsonreuters.com or call 651.687.7327 for more information.

Platinum Elite




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: www.learningmarket.org.

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