Partner Summit 2020

Capitol Hilton
1001 16th Street NW
Washington, DC 20036, US
Phone Reservations: 800-445-8667
Book your room for May 6-7*
Group room rate: $459/night

Please note:

• Dates shown on this page are the dates for which you should book your hotel room, not the actual event dates. Booking for these dates will allow you to settle in the night before the event starts so you’re ready to go on day one of your Summit.
• Group rates are based on availability.
• To qualify for the group rate, your reservation must be booked in advance of the hotel cutoff date.
• By using the hotel links, your discount will be automatically applied to your reservation.
• If you make your reservation by phone, ask for the Thomson Reuters group rate.

*Based on availability, you may be able to take advantage of our special rate three nights before and three nights after the event. Check with hotel for availability.

Marriott Hilton Head Resort & Spa
One Hotel Circle
Hilton Head Island, South Carolina 29928
Phone Reservations:  +1 843-686-8400
Book your room for May 13-14*
Group room rate: $200/night
Use code: TRSTRSD

Please note:

• Dates shown on this page are the dates for which you should book your hotel room, not the actual event dates. Booking for these dates will allow you to settle in the night before the event starts so you’re ready to go on day one of your Summit.
• Group rates are based on availability.
• To qualify for the group rate, your reservation must be booked in advance of the hotel cutoff date.
• By using the hotel links, your discount will be automatically applied to your reservation.
• If you make your reservation by phone, ask for the Thomson Reuters group rate.

*Based on availability, you may be able to take advantage of our special rate three nights before and three nights after the event. Check with hotel for availability.

JW Marriott Las Vegas Resort & Spa
221 North Rampart Boulevard
Las Vegas, NV 89145
Phone Reservations:  +1 702 869 7777
Book your room for May 20-21*
Group room rate: $169/night

Please note:

• Dates shown on this page are the dates for which you should book your hotel room, not the actual event dates. Booking for these dates will allow you to settle in the night before the event starts so you’re ready to go on day one of your Summit.
• Group rates are based on availability.
• To qualify for the group rate, your reservation must be booked in advance of the hotel cutoff date.
• By using the hotel links, your discount will be automatically applied to your reservation.
• If you make your reservation by phone, ask for the Thomson Reuters group rate.

*Based on availability, you may be able to take advantage of our special rate three nights before and three nights after the event. Check with hotel for availability.

Book your room for June 3-4*
Group room rate: $209/night

Please note:

• Dates shown on this page are the dates for which you should book your hotel room, not the actual event dates. Booking for these dates will allow you to settle in the night before the event starts so you’re ready to go on day one of your Summit.
• Group rates are based on availability.
• To qualify for the group rate, your reservation must be booked in advance of the hotel cutoff date.
• By using the hotel links, your discount will be automatically applied to your reservation.
• If you make your reservation by phone, ask for the Thomson Reuters group rate.

*Based on availability, you may be able to take advantage of our special rate three nights before and three nights after the event. Check with hotel for availability.

W Austin
200 Lavaca Street Austin, Texas 78701
Phone Reservations: +1 512 542 3600
Book your room for June 17-18*
Group room rate: $319/night

Please note:

• Dates shown on this page are the dates for which you should book your hotel room, not the actual event dates. Booking for these dates will allow you to settle in the night before the event starts so you’re ready to go on day one of your Summit.
• Group rates are based on availability.
• To qualify for the group rate, your reservation must be booked in advance of the hotel cutoff date.
• By using the hotel links, your discount will be automatically applied to your reservation.
• If you make your reservation by phone, ask for the Thomson Reuters group rate.

*Based on availability, you may be able to take advantage of our special rate three nights before and three nights after the event. Check with hotel for availability.

Hyatt Regency Milwaukee
333 West Kilbourn Avenue
Milwaukee, Wisconsin 53203
Phone Reservations: +1 414 276 1234
Book your room for June 24-25*
Group room rate: $169/night

Please note:

• Dates shown on this page are the dates for which you should book your hotel room, not the actual event dates. Booking for these dates will allow you to settle in the night before the event starts so you’re ready to go on day one of your Summit.
• Group rates are based on availability.
• To qualify for the group rate, your reservation must be booked in advance of the hotel cutoff date.
• By using the hotel links, your discount will be automatically applied to your reservation.
• If you make your reservation by phone, ask for the Thomson Reuters group rate.

*Based on availability, you may be able to take advantage of our special rate three nights before and three nights after the event. Check with hotel for availability.

Fairmont Sonoma Mission Inn & Spa
100 Boyes Blvd
Sonoma, CA 95476
Phone Reservations: +1 707 938 9000
Book your room for July 8-9*
Group room rate: $239/night

Please note:

• Dates shown on this page are the dates for which you should book your hotel room, not the actual event dates. Booking for these dates will allow you to settle in the night before the event starts so you’re ready to go on day one of your Summit.
• Group rates are based on availability.
• To qualify for the group rate, your reservation must be booked in advance of the hotel cutoff date.
• By using the hotel links, your discount will be automatically applied to your reservation.
• If you make your reservation by phone, ask for the Thomson Reuters group rate.

*Based on availability, you may be able to take advantage of our special rate three nights before and three nights after the event. Check with hotel for availability.

The Westin Boston Waterfront
425 Summer Street
Boston, MA 02210
Phone Reservations: +1 617 532 4600
Book your room for July 15-16*
Group room rate: $319/night

Please note:

• Dates shown on this page are the dates for which you should book your hotel room, not the actual event dates. Booking for these dates will allow you to settle in the night before the event starts so you’re ready to go on day one of your Summit.
• Group rates are based on availability.
• To qualify for the group rate, your reservation must be booked in advance of the hotel cutoff date.
• By using the hotel links, your discount will be automatically applied to your reservation.
• If you make your reservation by phone, ask for the Thomson Reuters group rate.

*Based on availability, you may be able to take advantage of our special rate three nights before and three nights after the event. Check with hotel for availability.

Sheraton Park City
1895 Sidewinder Drive
Park City, Utah 84060
Phone Reservations: +1 435-649-2900
Book your room for July 22-23*
Group room rate: $132/night

Please note:

• Dates shown on this page are the dates for which you should book your hotel room, not the actual event dates. Booking for these dates will allow you to settle in the night before the event starts so you’re ready to go on day one of your Summit.
• Group rates are based on availability.
• To qualify for the group rate, your reservation must be booked in advance of the hotel cutoff date.
• By using the hotel links, your discount will be automatically applied to your reservation.
• If you make your reservation by phone, ask for the Thomson Reuters group rate.

*Based on availability, you may be able to take advantage of our special rate three nights before and three nights after the event. Check with hotel for availability.

Sheraton Waikiki
2255 Kalakaua Avenue
Honolulu, Hawaii 96815
Phone Reservations: +1 808-922-4422
Book your room for August 5-6*
Group room rate: $305/night

Please note:

• Dates shown on this page are the dates for which you should book your hotel room, not the actual event dates. Booking for these dates will allow you to settle in the night before the event starts so you’re ready to go on day one of your Summit.
• Group rates are based on availability.
• To qualify for the group rate, your reservation must be booked in advance of the hotel cutoff date.
• By using the hotel links, your discount will be automatically applied to your reservation.
• If you make your reservation by phone, ask for the Thomson Reuters group rate.

*Based on availability, you may be able to take advantage of our special rate three nights before and three nights after the event. Check with hotel for availability.

Hilton Burlington Lake Champlain
60 Battery Street
Burlington, Vermont 05401
Phone Reservations: +1 802-658-6500
Book your room for August 12-13*
Group room rate: $259/night

Please note:

• Dates shown on this page are the dates for which you should book your hotel room, not the actual event dates. Booking for these dates will allow you to settle in the night before the event starts so you’re ready to go on day one of your Summit.
• Group rates are based on availability.
• To qualify for the group rate, your reservation must be booked in advance of the hotel cutoff date.
• By using the hotel links, your discount will be automatically applied to your reservation.
• If you make your reservation by phone, ask for the Thomson Reuters group rate.

*Based on availability, you may be able to take advantage of our special rate three nights before and three nights after the event. Check with hotel for availability.

Gaylord Opryland Resort & Convention Center
2800 Opryland Drive
Nashville, Tennessee 37214
Phone Reservations: +1 615-889-1000
Book your room for August 19-20*
Group room rate: $209/night

Please note:

• Dates shown on this page are the dates for which you should book your hotel room, not the actual event dates. Booking for these dates will allow you to settle in the night before the event starts so you’re ready to go on day one of your Summit.
• Group rates are based on availability.
• To qualify for the group rate, your reservation must be booked in advance of the hotel cutoff date.
• By using the hotel links, your discount will be automatically applied to your reservation.
• If you make your reservation by phone, ask for the Thomson Reuters group rate.

*Based on availability, you may be able to take advantage of our special rate three nights before and three nights after the event. Check with hotel for availability.

Breakthrough: 1) An increase in knowledge or understanding; an important discovery that occurs after an extended time of trying; 2) the first important success.

Breakthrough Firm: A progressive tax and accounting firm that has found a way to break through the barriers of the traditional mindset to become not just a tax preparer, but a true partner — one that clients trust and rely upon for all their financial advisory needs.

A Breakthrough Firm creates a trusted advisor relationship with clients, builds multiple income streams for the firm, establishes the firm’s unique value proposition, and virtually eliminates the client fee pressure situations many accounting firms find themselves in today

In this session, we’ll help you better define your “why” and how it impacts everything you do in your firm. Our guest practitioner will share how his experience as an entrepreneur and his firm’s focus on client relationships have helped them transform from a traditional firm focused on compliance services to a firm that leads client engagements with advisory services. We’ll wrap up the session by helping you assess your current role and responsibilities, and challenging you to set a vision for your own Breakthrough Firm.

Are you a trusted advisor? Or are you really just a historian, only recording what’s happened in your client’s financial life? Most firms understand that they need to better define their client relationships and have more structured service offerings, but they struggle to change the way it’s always been done before.

In this session, we’ll help you distinguish your current advisory services from your compliance services by more clearly defining your firm’s service menu. We’ll introduce the four key pillars necessary in a true advisory-focused tax and accounting firm, help you start building the structure needed to offer more robust advisory services, and highlight the importance and value of clearly-defined ongoing maintenance packages.

This session will focus on better serving your clients’ needs through solutions matching. We’ll highlight the importance of implementing minimum levels of service for both advisory and maintenance services during the sales process. We’ll better define the Breakthrough Firm Typical Client persona, and help you understand how to use data mining to analyze and categorize your clients to capitalize on opportunities to expand your client engagements.

We’ll discuss the structure of a tested and proven sales process that has been highly effective with positioning advisory services to your new prospective clients, bust the myth of what the profession calls “value billing,” and show you how to truly link your firm’s engagement fees to the tangible value you’re delivering to your clients. We’ll also talk about how to overcome fee resistance, discuss why it’s important to show your clients the value you’re providing them, and explore how you can take advantage of selling opportunities that come up naturally in your conversations and across your client relationships.

You’ll hear real-life examples of ways to allow the value you deliver to clients to sell your firm services. You’ll also hear from other practitioners what works in their own firms. The information we share will help your practice overcome obstacles and take the action steps necessary to become a Breakthrough Firm.

We’ll wrap up the session by working through real-life examples with your peers, so you can apply the concepts you’ve learned so far.

In this session, we’ll present concepts and ideas to help you leverage your firm’s resources and move from working in your business to working on your business. We’ll also discuss the importance of duplication of systems and processes and the development of best practices to help your firm become more efficient, giving you more time to be a firm manager. Then we’ll work through the framework of an efficient workflow process, while taking a closer look at some of the most promising new technologies for helping your practice become a Breakthrough Firm.

We’ll also talk about using innovative technology and client communication tools in your workflow to create a consistent, streamlined process to drive your success.

Many firms are faced with significant staffing issues. In this session, we’ll help you solidify the vision of your firm’s staffing structure and begin creating a plan for leveraging your staff between advisory and maintenance services. We’ll help you match your current staff skill sets — while identifying relevant needs — to effectively implement the concepts introduced throughout the Partner Summit.

This will be an interactive group exercise based on aligning current resources with the right staff while identifying developmental needs. We’ll discuss how to better structure and shift staff roles and responsibilities to match your intellectual capital, transfer knowledge from a single person to other staff members, delegate responsibilities, and find the time to build client relationships.

This session will help you look at your practice through the lens of an entrepreneur while you prepare your staff for a successful transition to a new, non-traditional way of executing your processes.

Learning professionals will tell you that successful implementation of real change in your firm is contingent on three steps:

1. Hearing it.
2. Writing it.
3. Talking about it.

By this point in the Partner Summit you’ll have heard many innovative ideas about how to improve your firm, and about the technology tools that can accelerate your progress. This session will help you pull it all together so you can plan for the “leap of faith” that will make your practice a Breakthrough Firm with a customized action plan that includes a timeline, accountability steps, and more.

We’ll end with a discussion of how to manage your plan’s implementation process, how to measure the plan’s success, and how to get your whole team on board with the new culture.