Partner Summit

Brittany is managing partner of Lanphier LLP, a tax and advisory firm in Denver, Colorado, that she established with her husband, Dennis, in 2009. Over the past 12 years, they have developed their practice around a relationship-based, advisory-focused approach to client service.

Brittany and Dennis established their firm upon exiting Big 4 accounting with a vision for bringing big-firm expertise to a boutique environment, serving small businesses and individuals with sophisticated tax needs. However, in their first six years in practice, they found themselves running up against many of the challenges that so many CPA firms face in their efforts to provide excellent service — tremendous workload, long hours, growing overhead, and difficulty capitalizing on the value they were delivering to their clients.

In 2016, they attended their first Partner Summit, which introduced them to the concept of the Breakthrough Firm. The message resonated deeply with the type of firm they wanted to be while addressing the obstacles currently preventing them from achieving it. They have completely transformed their firm using the tools and consulting offered through Practice Forward. In the past six years, they have significantly increased top-line revenue, bottom-line profit, and profitability by client. These changes have allowed them to grow their firm more strategically, increase cash flow for investing in new staff, and dramatically improve their quality of life as firm owners.

Brittany graduated Summa Cum Laude from Texas A&M University with a Bachelor of Business Administration in Accounting and a Master of Science in Finance. Deloitte recruited her to join their international tax team in Denver, where she met her husband, Dennis. They now have three young daughters — Brooklyn, Addison, and Hallie — and make their home in South Denver.

Brittany and Dennis continue to invest in their practice using the Breakthrough Firm principles to create systems that empower staff and allow them to step into a true leadership and growth role within the firm.

As the Manager of the Advisory Professional Services team with Thomson Reuters, Mo is passionate about working with clients across the country and delivering an exceptional client experience. He specializes in advisory, tax, and operational workflow and is a lead presenter at Partner Summit, Advisory Symposium, Advisory Bootcamp, and SYNERGY Users’ Conference.

In 2012, Mo joined Thomson Reuters as a product support representative for UltraTax CS. He then became a specialist for UltraTax CS and served as a product mentor and trainer, assisting the UltraTax CS Development Team with product validation testing. In 2016, he joined the Professional Services team, where he provided live and web-based implementations for GoFileRoom, Engagement Manager, Onvio, UltraTax CS, Fixed Assets CS, Planner CS, FileCabinet CS, and NetClient CS. He is also involved in developing training content and course materials.

Prior to joining Thomson Reuters, Mo worked for a local CPA firm focusing on individual taxation. He manages his own firm, providing tax compliance and advisory services to individuals and small businesses. He continues to work with firms nationwide to bring changes to their workflow, enhance their use of technology, and develop best practices to ensure their success in an ever-changing industry.

Mo holds a bachelor’s degree in accounting from Eastern Michigan University.

With over 25 years at Thomson Reuters, Therese serves as the Advisory Thought Leadership & SYNERGY Lead. In this capacity, she empowers tax and accounting professionals to navigate industry shifts, improve operational efficiency, increase profitability, and secure long-term success.

Therese's career at Thomson Reuters began in 1999 as a product support representative. She advanced to become a product lead for UltraTax/1040 and e-filing, contributing significantly to product validation, on-demand training, and content development. In 2005, she joined Professional Services, delivering expert training for UltraTax CS, Fixed Assets CS, and Planner CS.

A seasoned presenter and thought leader, Therese began delivering Partner Summits in 2011, later transforming the event into the virtual Advisory Bootcamp in 2020. She also played a pivotal role in launching the Advisory Symposium in 2022, an annual event that has become a cornerstone for advancing firms' advisory services and strategies. For over a decade, Therese has led the SYNERGY breakout sessions, managing a team of Product and Service leads to craft engaging content and deliver high-impact presentations at Thomson Reuters SYNERGY conferences.

As a lead presenter at flagship events like Partner Summit, Advisory Symposium, Advisory Bootcamp, and the SYNERGY Users' Conference, Therese inspires and educates thousands of practitioners and firm leaders across the nation. This dedication has solidified her reputation as a trusted voice in the profession.