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Thomson Reuters

Partner Summit 2020

Moving your practice forward

Coronavirus (COVID-19) Update

Thomson Reuters top priority is the health, safety and well-being of everyone we come in contact with. Hence, we are currently monitoring the COVID-19 (Coronavirus) situation as it develops. We rely on guidance from the World Health Organization and Centers for Disease Control and Prevention and will always follow the advice of local and national public health authorities, as they respond to the changing landscape we face. We currently have no changes to our list of proposed events. However leadership continues to assess the changing risk daily, and we will issue updates immediately if anything changes.

Building a more progressive firm

Over the past decade, the Partner Summits have 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 will share the perspective they’ve gained from years of helping firms redefine their business model, implement technology tools, and establish workflow best practices.

A guest practitioner who has successfully transformed their own practice will provide insights on how you can redefine your product and service offerings by distinguishing between advisory and compliance services — and how you can monetize the value of that difference.

At each event, your presenters will work with you to map out a customized plan — with specific do-it-yourself action items you can implement immediately — to make your own firm more efficient and client-focused based on the unique dynamics of your firm and the direction you set for it. You’ll also have the opportunity to learn more about the full-firm transformation roadmap that a Practice Forward engagement makes possible.

Partner Summits are among our most popular and thought-provoking events of the year — and with only 60 seats available in each city, they fill up fast. So leave behind the daily grind for a couple of days and invest in strategic thinking that will take your practice into a more progressive future!

Partner Summit 2020
01:32

Questions?

Call us at +1 800 968 8900 or contact us online.

Dates and locations

Special discounted hotel rate
Staying onsite at the event hotel is an important part of the Partner Summit: Moving Your Practice Forward experience. You’ll not only save time and eliminate hassles, it’s a great way to take advantage of the opportunity to network with fellow Summit attendees. Plus you’ll benefit from our special group rates.

To make your reservation, simply select your preferred location/date on this page and follow the link to the corresponding hotel website.

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

Last day to book is April 5, 2020

 

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

Last day to book is April 13, 2020

 

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

Last day to book is April 20, 2020

 

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.

Indianapolis Marriott Downtown
350 W Maryland
Indianapolis, IN 46225
Phone Reservations: +1 317 822 3500

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

Last day to book is May 3, 2020

 

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

Last day to book is May 16, 2020

 

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

Last day to book is May 23, 2020

 

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

Last day to book is June 7, 2020

 

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

Last day to book is June 15, 2020

 

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

Last day to book is June 21, 2020

 

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

Last day to book is July 1, 2020

 

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

Last day to book is July 11, 2020

 

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

Last day to book is July 18, 2020

 

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.

Registration information

$895 per person

Your registration fee of $895 per person covers two full days of learning, discussion, collaboration and consultation that you won't find anywhere else!

Here's what's included:
•  Six informative and interactive sessions with featured presenters
•  Your own transformation plan
•  Partner Summit: Moving Your Practice Forward session workbook
•  Up to 13 CPE credits (Field of study = Business Management & Organization – Non-Technical)
•  Dining, social events and networking
•  Two breakfasts and two lunches
•  One dinner with cocktails
•  Optional Innovation Breakout: An Introduction to Practice Forward

Please note: Your hotel room is at your own expense.

Group of Partner Summit 2019 attendees

Sessions and agenda

Times shown below are subject to change.

Day 1 agenda

7:30 - 8:30 a.m.
Registration and breakfast
8:30 - 9:00 a.m.
Welcome and introductions
9:00 a.m. - 12:30 p.m.
Workshops
12:30 p.m. - 1:30 p.m.
Lunch
1:30 - 5:00 p.m. Workshops
6:00 p.m. Dinner

Day 2 agenda

7:30 - 8:15 a.m. (Optional)
Innovation Breakout:  An introduction to Practice Forward
8:15 - 9:15 a.m.
Breakfast
9:15 a.m. - 12:30 p.m.
Workshops
12:30 - 1:30 p.m.
Lunch
1:30 - 3:30 p.m. Workshops

Partner Summit: Moving Your Practice Forward sessions

All courses will be presented in a live classroom setting, where participants will earn 12.5 CPE credits.

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.

Partner Summit 2020 presenters

For over 20 years, Paul Miller has been building his firm with a focus on meeting client needs beyond compliance work, and with a business consultancy mindset.

When Paul became self-employed in 1993, Paul found resources for tax planning, business structure/entity optimization and overall business coaching difficult to find.  After founding Business by Design in Edina, MN, his goal was to help other entrepreneurs and small businesses be more tax-efficient and make smarter business decisions, in addition to providing traditional accounting firm services.

Today, Paul has developed a firm which provides high-margin Advisory Services firm for small businesses. His firm’s advisory lead relationship with clients build multiple income streams for the firm and establishes a unique value proposition.  His firm specializes in business planning strategies which help business clients with tax efficiency, business transitions, and/or equity building strategies.  These value-based services virtually eliminate the client fee pressure situations many accounting firms find themselves in today.

Business by Design employs a unique “team” approach that pairs Paul’s own entrepreneurial expertise with a highly trained and diverse staff that includes accountants, CPAs, enrolled agents, paralegal and administrative staff to provide high-level, results-oriented services to their clients. Paul’s focus on progressive use of technology to drive firm efficiency and better serve clients, coupled with his consultative approach to helping business clients, has positioned Business by Design as a firm of the future.

Paul & his firm hold a key strategic relationship with Thomson Reuters to build and shape our advisory services offerings.  The combination of Paul’s experience in day-to-day operations of an advisory services firm with Thomson Reuters expertise in software and consulting has resulted in creation and development of Practice Forward.    Practice Forward is a service offering like no other in the marketplace that empowers firms to transform their business models through advisory services. 

Paul Miller

Owner/founder Business by Design

As the managing partner of FMA, C.P.A., a tax and advisory firm based in Clearwater, FL, Mark Martukovich is building a firm that focuses on matching clients’ tax plans with their short- and long-term goals.

Since joining the firm in 2009, Mark had 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 was introduced to the Breakthrough Firm concept — and he knew he’d found the model he needed to transform the firm.

He took the next step with the Thomson Reuters Practice Forward offering, becoming one of the first Practice Forward “graduates.” Since then, Mark 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 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. Mark has more than 23 years of business development and consulting experience with small and medium-sized businesses, is a current business resource for SCORE and a presenter to various local organizations on topics relating to business best practices and tax efficiency. He has served on the Board of Directors of the SPCA Tampa Bay. He’s a recipient of the Friend of Literacy Award from Project: LEARN, an adult literacy organization that honored his work as treasurer and as a member of the group’s board of directors.

Since 1989, FMA, C.P.A. has been providing tax and accounting services, and in its fourth full year of business advisory services. While the compliance practice has maintained its stronghold in the market, the advisory firm has grown to 43% of overall revenue in just over five years. The two divisions of the firm initially operated as separate entities, but now work together to serve its clients on a forward-thinking level, rather than one that’s focused on client historical results.

As the firm grows, Mark has moved out of the practice’s day-to-day operations and has become the leader of his firm. A direct benefit of this transition is that he’s found more time to devote to the things about which he is passionate.

Mark Martukovich, CPA

FMA, CPA

Brittany is managing partner of Lanphier LLP, a tax and advisory firm in Denver, CO, that she established with her husband, Dennis, in 2009.  Over the past 10 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 6 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, and were introduced to the concept of the Breakthrough Firm.  The message resonated deeply with the type of firm they wanted to be while addressing the obstacles that were currently preventing them from achieving it.  Using the tools and consulting offered through Practice Forward, they have completely transformed their firm.  In the past 3 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, increased cash flow for investing in new staff, and dramatically improved their quality of life as firm owners.      

Brittany graduated Summa Cum Laude from Texas A&M University with a B.B.A. in Accounting and an M.S. in Finance.  She was recruited by Deloitte to join their International Tax team in Denver, where she met her husband, Dennis.  They now have 3 young daughters, Brooklyn, Addison, and Hallie, and make their home in South Denver. 

Brittany & 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 senior technical trainer with Thomson Reuters, Therese uses her 20 years of experience to provide onsite and web-based training across the country and overseas for UltraTax CS, Fixed Assets CS, FileCabinet CS, Planner CS, and ToolBox CS.

She joined Thomson Reuters in 1999 as a product support representative for UltraTax CS, Fixed Assets CS, and FileCabinet CS, and was also the product lead for UltraTax CS/1040 and e-filing. In 2005, Therese joined the Professional Services team.

This is Therese’s tenth year as a lead presenter at Partner Summits, our most exclusive thought leadership event. She has also presented at many Thomson Reuters SYNERGY users’ conferences, at various profession events, and at firm-sponsored events. Over the years she has helped thousands of practitioners, in hundreds of firms across the country, better use technology and take advantage of integrated solutions. She has also been involved in product validation testing, On-Demand training development, classroom instructional course materials, and sales seminar content creation.

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 consultant with Thomson Reuters, Mo is passionate about working with clients across the country and delivering an exceptional client experience. Mo specializes in advisory and operational workflow and is a lead presenter at Partner Summit and SYNERGY Users’ Conference.

He joined Thomson Reuters in 2012 as a product support representative for UltraTax CS. He then became a specialist for UltraTax CS and served as a product mentor and trainer and assisted the UltraTax CS Development Team with product validation testing. In 2016, Mo joined the Professional Services team. Mo provides live and web-based implementations for Practice Forward, GoFileRoom®, AdvanceFlow®, 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 planning services to individuals and small businesses. Mo continues to work with firms across the country 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

*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.