
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 of 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 to advance your practice into a more progressive future!

Great location, great sessions
Location | Date | Hotel |
---|---|---|
Savannah, GA | June 11-12, 2025 | Marriott Savannah Riverfront |
San Antonio, TX | June 25-26, 2025 | La Cantera Resort & Spa |
Miami, Florida[*] | July 15-17, 2025 | Fontainebleau Miami Beach |
Nashville, TN | July 30-31, 2025 | The Westin Nashville |
San Diego, CA | August 13-14, 2025 | The US Grant, a Luxury Collection Hotel |
Las Vegas, NV | December 3-4, 2025 | Waldorf Astoria Las Vegas |
[*]Partner Summit Track at Advisory Symposium. See Advisory Symposium page for pricing.
If you're interested in attending, you can call your sales representative at 800-968-8900.
Attendee feedback
Hear why our attendees gave us a 9.3 overall satisfaction rating
We were constantly giving away valuable knowledge and advice to clients without being adequately compensated for that knowledge. Nothing in life has given me a greater ROI than choosing to invest in myself and my firm by attending a Thomson Reuters Partner Summit. You truly have nothing to lose. Go for it!
Agenda and sessions
Agenda is listed in the event's local time zone and is subject to change.
Pre-event agenda
Occurs the day before the event
Time | Activity |
---|---|
7 pm to 9 pm | Networking reception |
CPE Credits – Up to 14 hours
CPE Field of Study – Business Management & Organization – Non-Technical
Day 1 agenda
Time | Activity |
---|---|
7:30 am to 8:30 am | Breakfast |
8:30 am to 8:45 am | Welcome & Orientation |
8:45 am to 10:00 am | Pulse of the Profession In this session, we will examine the inherent challenges faced by traditional tax and accounting firm business models and emphasize the urgent need for transformation. As the profession evolves, it's crucial to turn these challenges into opportunities for growth and innovation. Participants will hear from Thomson Reuters speakers and guest practitioners as they share various strategies and approaches to revitalize your business practices, ensuring you remain competitive and relevant in a rapidly changing professional landscape. |
10:15 am to 10:45 am | Ideal Client Persona Assessment In this session, we will focus on the process of identifying your ideal client within your business framework. Understanding who fits your service model and who does not is essential not only for streamlining your operations but also for enhancing profitability and scalability. This session will guide participants through practical exercises to define and attract clients that align with their business goals, ultimately fostering long-term, mutually beneficial relationships. |
10:45 am to 11:45 am | The Advisory Firm Model In this session, we will delve into the transformative approach to building a successful advisory firm, emphasizing the strategic shift from traditional transactional compliance services to value-driven advisory offerings. Participants will explore how to craft a comprehensive service menu that effectively integrates advisory and maintenance functions, ensuring clear scope definition, service packaging, and pricing strategies. |
11:45 am to 12:45 pm | Lunch |
12:45 pm to 1:45 pm | Advisory Firm Model: A Firm's Perspective This session offers a firm-centric view of the journey to a thriving business advisory model. Hear from our most successful advisory-focused firms as they emphasize the strategic definition of advisory and maintenance offerings. They also explore the considerations of client scope boundaries and the architecture of attractive service packages. Understand how these interconnected elements form the foundation of a sustainable and impactful advisory practice from an insider's perspective. |
2 pm to 2:45 pm | Advisory Firm Model: Firm Alignment In this session, participants will brainstorm with their peers to identify the top five "quick questions" frequently asked by clients. Following the insightful conversations on the Advisory Firm Model, participants will effectively apply and implement the key takeaways, leveraging the knowledge and expertise to drive meaningful impact and sustainable growth in their respective fields. Ultimately, they will execute the strategic plans and initiatives that they have carefully crafted and refined throughout the discussion. |
2:45 pm to 4 pm | Advisory Panel This dynamic panel is an engaging discussion of transformative experiences within a firm's advisory journey. It brings together diverse perspectives from firms offering robust advisory services. They will share their unique insights and success stories, highlighting the innovative paths they have taken and the challenges they have overcome. Come ready to ask questions! |
4 pm to 5:30 pm | Networking Reception |
*Agenda in local time zone of event and subject to change
CPE Credits – Up to 14 hours
CPE Field of Study – Business Management & Organization – Non-Technical
Day 2 agenda
Time | Activity |
---|---|
7:30 am to 8:30 am | Breakfast |
8:30 am to 9 am | Revisiting Advisory Methodology In this session, we'll take a focused look back at the advisory methodology introduced on Day 1. We'll recap the key principles, tools, and firm experiences discussed, ensuring everyone has a clear vision of the core concepts. |
9 am to 10 am | The Advisory Firm Model Workflow This session provides a comprehensive overview of the advisory tools, pricing strategies for service offerings, and insights from peers, all designed to streamline and optimize an advisory firm's operational processes. |
10:30 am to 11:45 am | Delivering a Value Proposition This session introduces a strategic two-touchpoint approach for firms to convey their unique value proposition to prospective clients. By applying the Practice Forward methodology, participants will be able to define and articulate their competitive advantage, ultimately enhancing their ability to engage with both new and existing clientele. |
11:45 am to 12:45 pm | Lunch |
12:45 pm to 1:45 pm | Evaluating and Transitioning Existing Clients This session will cover the process of evaluating existing client relationships, analyzing their current needs and pain points to identify opportunities for growth and upselling, ultimately leading to increased revenue and deeper client engagement. Additionally, the session will provide insights into smoothly transitioning clients to advisory or maintenance services, fostering long-term partnerships and retention. |
2 pm to 3 pm | Advisory Roundtable Discussions This session allows attendees to engage in constructive conversations with their peers to exchange advice, insights, and perspectives on relevant topics or challenges. These facilitated discussions enable participants to share their experiences, brainstorm solutions to common problems, and build valuable connections with their peers facing similar situations. |
3 pm to 4 pm | Advisory Leadership Panel & Event Closing Seasoned advisors lead engaging discussions designed to inspire and empower in this session. Through sharing leadership tips, motivational insights, and practical action steps, the panelists cultivate an environment focused on participants achieving small wins and fostering growth. |
*Agenda in local time zone of event and subject to change
CPE Credits – Up to 14 hours
CPE Field of Study – Business Management & Organization – Non-Technical
*Agenda subject to change
Partner Summit presenters
As the managing partner of Business Advisory and Accounting Partners, a business advisory, tax, and accounting firm based in Clearwater, Florida, Mark Martukovich is building a firm that focuses on being the trusted advisor for his clients.
Since joining the firm in 2009, Mark has been trying to build a business model that promoted the practice as an advisory firm. However, he struggled with a clear message and delivery method. In 2014, he attended his first Partner Summit, where he learned about the Breakthrough Firm concept — and knew he’d found the model needed to transform the firm.
Mark took the next step with the Thomson Reuters Practice Forward offering, becoming one of the first Practice Forward “graduates.” Since then, he has been successfully transitioning his firm from a traditional tax practice to a business advisory and accounting firm.
Mark graduated from The University of Akron with a degree in accounting and is a licensed CPA in Florida and Ohio. He began his career as a staff accountant in Cleveland, Ohio, and transitioned into a business development role when he became the director of business development for the College Store Trade Association. He then spent 10 years as a commercial banker in the Tampa Bay area, working with small businesses to help them finance their capital needs, streamline their businesses, and plan for their eventual succession.
He has more than 30 years of experience in tax and accounting, business development, and consulting with small and medium-sized businesses, and he is the managing partner for Business Advisory and Accounting Partners. He has successfully transitioned from operations into being the firm leader, focusing on business development and growing the advisory practice. He also currently serves on the Board of Directors of the SPCA Tampa Bay and is an active member of one of the largest business networking groups in the country.
Since 1989, Business Advisory and Accounting Partners has been providing tax and accounting services and has significantly grown the firm’s revenues from offering advisory service engagements. The recurring revenue from advisory engagements has grown to nearly 50% of overall revenue and is expected to reach the $1 million mark in 2022. As an advisory firm, Business Advisory and Accounting Partners clients view the firm as a professional board member that helps its clients view their business and the relationship with Business Advisory and Accounting Partners. as an investment.
Any CPA firm can record history; Business Advisory and Accounting Partners can help you build a future.
Mark Martukovich
Managing Partner
Business Advisory and Accounting Partners

Mark Martukovich
Business Advisory and Accounting Partners
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.

Brittany Lanphier
CPA, Lanphier LLP
As a Principal Trainer at Thomson Reuters, Therese has more than 20 years of experience empowering tax and accounting professionals to embrace change and improve their business operations, profitability, and success.
Therese is a lead presenter at our Partner Summit, Advisory Symposium, Evolve Your Practice thought leadership events, SYNERGY Users’ Conference, various professional events, and firm-sponsored events. Specializing in tax workflow and document management software, she has helped thousands of practitioners — in hundreds of firms across the country — better use technology and take advantage of integrated solutions.
Therese joined Thomson Reuters in 1999 as a product support representative for the tax product suite’s product lead for UltraTax/1040 and e-filing. She has worked in product validation testing, on-demand training development, and content creation. In 2005, Therese joined the Professional Services team, where she provides onsite and web-based training for UltraTax CS, Fixed Assets CS, FileCabinet CS, and Planner CS.
Therese holds a bachelor’s degree in accounting with a minor in management from Western Michigan University and is a CompTIA CTT+ Certified Professional Trainer.

Therese M. Witherow
Thomson Reuters
As a Senior Business Advisory Consultant 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, Evolve Your Practice, 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 positive change 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.

Mo Arbas
Thomson Reuters
Are you ready to elevate your advisory journey?

Top reasons to attend the Partner Summit
Partner Summit is the perfect place to transform your accounting firm into a profitable powerhouse. Join like-minded leaders and consultative experts, all striving for the same goal. Start your advisory journey with us. Watch to discover why you should attend and what you'll gain.

Your goal must be above building a more profitable firm
Transform your business model with key insights from Partner Summit. Master the art of distinguishing value-added advisory from compliance services and learn how to monetize the difference. Start your journey to a more progressive firm.

Partner Summit has something for every firm leader
Forward-thinking firms are reimagining advisory services for tomorrow's challenges. Get ahead at Partner Summit, where industry experts share real-world strategies and practical approaches to scale your practice.
Pricing and cancellation policy
Full retail price
$1,145 per attendee
Cancellation policy
- Full refund up until 60 days before the event
- 50% refund from 59 to 46 days before the event
- No refund within 45 days of the event
Location change policy: If you want to move to another Partner Summit event
- Ability to move events up until 45 days before the registered event without any penalties
- Make a one-time move to another city, forfeiting any future refunds 15 to 45 days before the registered event
- Any move 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 events.rsvp@thomsonreuters.com.

Want to go further in your advisory journey?
Explore the three-day Advisory Symposium, which aims to help practitioners elevate their advisory journey and capitalize on the success of their business
