Thomson Reuters

Partner Summit

Moving your practice forward

Building a more progressive firm

Over the past decade, the Thomson Reuters Partner Summit Thought Leadership event has given hundreds of firm leaders a unique opportunity to learn how to build a more progressive firm. Become part of this exceptional group at one of this year’s events where Thomson Reuters speakers and guest practitioners will share the perspective they've gained over the years offering advisory services. You will learn the steps you need to take to redefine your business model and distinguish between value-added advisory services and compliance services — and how you can monetize the value of that difference.

Partner Summits are among our most popular and thought-provoking events of the year and they fill up fast. So leave behind the daily grind for this two-day summit and invest in strategic thinking that will take your practice into a more progressive future!

2024 Partner summit events video

Great Location, Great Sessions.

Location Date Hotel
Sarasota, FL June 5-6, 2024 Hyatt Regency Sarasota
Charleston, SC June 19-20, 2024 Emeline Hotel
Newport, RI July 31-Aug 1, 2024 Newport Marriott
Nashville, TN August 7-8, 2024 Conrad Nashville in Nashville
Las Vegas, NV December 11-12, 2024 Waldorf Astoria Las Vegas

If you're interested in attending, you can also call your sales representative at +1 800 968 8900.

Agenda and sessions

Agenda in local time zone of event and subject to change

Partner Summit presenters

Pricing and cancellation policy

Full Retail Price
$1,095 per attendee

Cancellation Policy

  • Full refund up until 30 days before the event
  • 50% refund 15-30 days before the event
  • No refund 0-14 days before the event

Location change policy: If you want to move to another Partner Summit event

  • Ability to move events up until 30 days before the registered event without any penalties
  • Make a 1-time move to another city forfeiting any future refunds 15-30 days before the registered event
  • Any move 0-14 days before the event will result in a $500 fee per moved registration to cover food and beverage

If you would like to cancel your existing registration for a full refund, a written cancellation request must be submitted to

Further in your advisory journey?

Explore the 3-day Advisory Symposium which aims to help practitioners elevate their advisory journey and capitalize on the success of their business

* CPE Credits: Thomson Reuters, Tax & Accounting, Professional 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 addressed to the National Registry.