SYNERGY 2026

Corporates Legal

The Corporates Legal track at SYNERGY 2025 delivers a comprehensive exploration of the evolving legal landscape, spotlighting the latest industry trends, innovations, and practical strategies for in-house legal teams. Attendees will gain hands-on exposure to Thomson Reuters’ leading legal solutions, including Legal Tracker, HighQ, and CoCounsel, through interactive product demonstrations and expert-led workshops.

Key topics include the integration and ethical use of generative AI in legal workflows, leveraging data analytics and visualization for informed decision-making, and building a modern, agile legal department. The program also addresses essential operational challenges such as budgeting, accrual management, legal project rollouts, and optimizing legal operations with technology.

Sessions are designed for legal professionals seeking actionable insights on:

• Implementing and maximizing AI-powered tools
• Enhancing collaboration and knowledge-sharing within legal teams
• Developing and enforcing effective billing guidelines
• Building resilience and flexibility in legal operations
• Driving meaningful change and demonstrating value as a strategic business partner

Whether you’re looking to transform your legal department, stay ahead of technology trends, or network with industry leaders, the Corporates Legal sessions provide invaluable guidance to help your team excel in today’s dynamic legal environment.

Indirect Tax

SYNERGY 2025 offers a dynamic and comprehensive program for professionals focused on Indirect Tax, delivering fresh perspectives, actionable solutions, and strategic direction for today’s evolving tax landscape. Whether you’re new to the field or an experienced leader, our curated Indirect Tax sessions are designed to provide value at every level.

Attendees will dive into the latest regulatory updates and legislative changes shaping indirect tax obligations worldwide, with expert-led sessions unpacking their impact on compliance and reporting. Discover how transformative technologies, such as artificial intelligence, anomaly detection, and advanced automation, are redefining indirect tax management, enabling smarter decision-making and streamlining compliance processes.

The program also explores the global migration to electronic invoicing, offering practical guidance on implementation, compliance with new mandates, and integration with enterprise systems like SAP and Oracle. Real-world case studies and customer panels provide an insider’s look at successful migrations, technology adoption, and best practices for driving efficiency and value.

Hands-on training workshops and interactive product demonstrations ensure participants can master ONESOURCE Indirect Tax solutions and related tools, equipping them to optimize operations and improve audit readiness. Additionally, forward-looking roadmap sessions will chart the future of indirect tax technology, giving attendees a preview of upcoming innovations and strategic enhancements.

From regulatory deep-dives and global trends to practical applications and peer networking, SYNERGY 2025’s Indirect Tax track delivers a well-rounded, insightful experience for professionals seeking to stay ahead in an ever-changing environment. Join us to connect, learn, and lead the way in indirect tax transformation.

Direct Tax

The Direct Tax track at SYNERGY 2025 delivers an expansive and forward-looking program designed for tax professionals navigating today’s complex direct tax environment. Sessions span critical topics such as state and international tax compliance, global minimum tax (Pillar Two), advanced data integration, workflow automation, and the strategic use of artificial intelligence to drive efficiency and insight.

Participants will benefit from hands-on product training, peer-led case studies, and expert roundtables, all highlighting the latest advancements in ONESOURCE Direct Tax solutions and partner technologies. Explore practical approaches to streamlining tax operations, from API-powered integrations and Excel automation to leveraging data hubs and standardized templates for seamless reporting and analytics.

Special focus will be given to regulatory changes, best practices in tax process optimization, and the real-world impact of technology adoption, including sessions co-presented with industry leaders such as BDO, EY, KPMG, and Crowe. Whether you’re looking to master new ONESOURCE features, implement global compliance strategies, or harness AI for smarter tax management, the Direct Tax program offers actionable guidance and innovative solutions for every stage of your tax transformation journey.

Join us at SYNERGY 2025 to connect with peers, gain practical knowledge, and position your tax team at the forefront of industry change.

Tax information & reporting

The Tax Information & Reporting track at SYNERGY 2025 offers a comprehensive program for tax professionals seeking to master the ever-evolving landscape of information reporting and compliance. Attendees will gain practical insights and actionable strategies to stay ahead of regulatory changes, manage complex reporting requirements, and leverage the latest technology to drive efficiency and accuracy.

Sessions will explore critical topics including 1099 and 1042-S reporting, digital asset compliance, state and federal filing obligations, and the impact of new legislative proposals. Industry experts and product specialists will share best practices for data management, error resolution, and year-end reporting, while hands-on workshops will help attendees unlock the full potential of ONESOURCE Information Reporting solutions.

Special focus will be given to the integration of APIs for streamlined workflows, enhancing security and data connectivity, and harnessing automation to reduce risk and manual effort. Advisory board meetings and open forums provide opportunities for direct engagement with product teams, enabling attendees to influence future enhancements and share feedback.

Whether you are navigating new digital asset reporting rules, preparing for major regulatory updates, or looking to optimize your existing processes, the Tax Information & Reporting sessions are designed to equip you with the knowledge, tools, and connections to succeed in today’s dynamic environment.

Trust Tax

The Trust Tax track at SYNERGY 2025 delivers a comprehensive suite of sessions designed to empower trust tax professionals with actionable insights, practical training, and strategic foresight. Whether you’re new to trust tax or a seasoned expert, this year’s agenda covers the full spectrum, from mastering core compliance tasks to navigating complex regulatory changes and emerging industry trends.

Participants can expect hands-on workshops covering best practices for trust tax compliance, including detailed walkthroughs of Forms 1042 and 1099 reporting, advanced register management, and leveraging ONESOURCE Trust Tax solutions to streamline operations and enhance data accuracy. Specialized sessions will address critical topics such as digital asset rules, Section 199A updates, and tax considerations for non-grantor trusts owning passthrough entities.

Expert-led panels and interactive discussions will dive deep into the latest federal and state legislative updates, the impact of new regulations on trust taxation, and strategies for responding to evolving reporting requirements. Additionally, product-focused sessions will showcase new features and enhancements in ONESOURCE Trust Tax, offering attendees a preview of cutting-edge capabilities for improving workflow efficiency and compliance.

From foundational overviews to advanced strategic guidance, the Trust Tax track ensures attendees are equipped with the knowledge, tools, and connections to succeed in today’s dynamic trust tax environment. Join us to stay ahead of regulatory developments, connect with industry leaders, and elevate your trust tax practice.

Checkpoint

SYNERGY 2025 presents a robust lineup of Checkpoint Edge sessions designed to empower tax and accounting professionals at every stage of their research journey. Whether you are just getting started or looking to deepen your expertise, our program offers something for everyone, from foundational skills to advanced research strategies.

Beginner sessions will introduce new users to the essential features of Checkpoint Edge, including intuitive keyword and citation searches, powerful filtering tools, and techniques for staying up to date with regulatory changes. These practical workshops provide a solid grounding in navigating the platform’s robust content and leveraging authoritative guidance for accurate, efficient research.

For those ready to advance their skills, intermediate and advanced sessions will showcase how to harness the latest AI-powered features of Checkpoint Edge. Explore innovative approaches to dynamic research, predictive analytics, and workflow optimization, as well as practical demonstrations of how AI can streamline complex tax and accounting queries.

Attendees will also have the opportunity to delve into hot topics and emerging trends in tax, audit, and accounting research, ensuring they remain at the forefront of industry developments. Hands-on training and expert-led discussions will help participants maximize the value of Checkpoint Edge, enabling them to respond proactively to regulatory shifts, advise clients with confidence, and deliver impactful results.

Whether you are seeking to master the basics, explore advanced use cases, or keep pace with the evolving landscape of tax and accounting research, the Checkpoint Edge sessions at SYNERGY 2025 offer the knowledge and tools you need to excel.

Global Trade

SYNERGY 2025 delivers an unparalleled program for global trade professionals, offering a deep dive into the fast-evolving world of trade compliance, regulatory change, and technology-driven transformation. Whether you’re a seasoned expert or new to the discipline, our sessions are designed to equip you with the knowledge and tools needed to excel in today’s complex global environment.

Attendees will gain timely insights into key regulatory updates, tariff developments, and the impact of global policy shifts, along with practical strategies to mitigate risk and optimize trade operations. Explore the latest advancements in AI-driven trade management, including predictive analytics, automated HS classification, and enhanced denied party screening, as well as hands-on workshops featuring ONESOURCE Global Trade integrations with leading ERP systems like SAP and Oracle.

Engage in interactive advisory board forums and networking sessions that foster peer-to-peer learning and industry collaboration. Roadmap and thought leadership presentations will provide a forward-looking view into the future of global trade technology, highlighting innovations such as e-invoicing interoperability, supply chain resilience, and trade automation.

With sessions tailored for all levels of expertise and the opportunity to earn CCS/CES credits for NEI accreditation, SYNERGY 2025’s Global Trade track is your gateway to mastering compliance, streamlining operations, and driving strategic value across your organization.

Corporate Risk

The Corporate Risk track at SYNERGY 2025 delivers a forward-thinking program for risk, compliance, and fraud professionals across industries. Sessions are designed to equip attendees with the latest strategies, technologies, and regulatory insights needed to address today’s complex risk landscape.

Explore how advanced tools like Thomson Reuters CLEAR and CoCounsel are transforming risk management, from real-time fraud detection and due diligence to the integration of AI and generative AI for proactive risk analysis. Sessions will cover critical topics including KYC/KYB/KYV processes, financial crime typologies, human rights crime detection, and the evolving challenges of deregulation and cybersecurity.

Attendees will engage with interactive “Ask the Experts” forums, hands-on product workshops, and thought leadership discussions featuring real-world case studies. Discover best practices for onboarding business partners, optimizing investigations, and leveraging data analytics for smarter decision-making. Gain exclusive insights into partner ecosystems, API integrations, and the future roadmap for risk technology innovation.

With a focus on actionable takeaways and peer networking, the Corporate Risk track empowers participants to strengthen their compliance frameworks, adapt to regulatory changes, and build organizational resilience. Whether you’re new to risk management or a seasoned professional, these sessions provide the knowledge and tools you need to navigate uncertainty and safeguard your organization.