Conference
SYNERGY 2024 for Corporate Professionals
SYNERGY is the must-attend annual event from Thomson Reuters
Connecting corporate professionals with exclusive insights and premier content-enabled technology
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Discover innovative solutionsDiscover the latest breakthroughs and emerging technologies that help increase the value you bring to your organization.
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See what's changingStrategic insights you need to stay ahead of the curve and navigate the rapidly-changing business environment.
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Connect with expertsInteract and build long-lasting relationships with industry experts, customers, partners, and peers who share your passion for growth.
Topics, technology, training, and people you care about
The future of work is coming to Orlando this November for corporate professionals. SYNERGY gives you an exclusive opportunity to discover innovative solutions, engage in collaborative discussions, exchange ideas, and forge new partnerships. From AI-driven solutions to cutting-edge advancements in digital transformation, find out what’s next from Thomson Reuters at SYNERGY 2024.
Earvin "Magic" Johnson headlines SYNERGY 2024
We are thrilled to announce that basketball legend, renowned entrepreneur, and philanthropist Earvin “Magic” Johnson will take the stage as the keynote speaker at Thomson Reuters SYNERGY 2024.
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200+sessions over three days
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1200+peers in attendance
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100+industry-leading experts
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18Earn up to 18 CPE credits
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9Earn up to 9 CLE credits
Who should attend SYNERGY?
SYNERGY is the ideal conference for Thomson Reuters customers and corporate legal, risk, tax, and trade professionals eager to harness technology and innovation to drive business strategy and success. Join us to explore the latest advancements in products such as ONESOURCE, Checkpoint, Legal Tracker, HighQ, CLEAR, Practical Law, and more. Participate in interactive training sessions and discover innovative ways to enhance your workflows with cutting-edge technology.
Phillip Phillips to Perform Live at SYNERGY 2024
We are thrilled to announce that the renowned singer-songwriter Phillip Phillips will be performing live at the Thomson Reuters SYNERGY 2024 Conference! Known for his soulful voice and chart-topping hits like “Home” and “Gone, Gone, Gone,” Phillip Phillips will bring a unique and unforgettable musical experience to this year’s event.
High-level agenda
Agenda is subject to change
Day 1
Sunday, Nov 10
10:00 am - 8:00 pm | Attendee Registration |
6:00 pm - 8:00 pm | Welcome Reception (Village Opening) |
Day 2
Monday, Nov 11
6:30 am - 7:00 am 7:00 am - 7:50 am |
Early Bird Breakfast Session |
7:00 am – 8:00 am | Breakfast |
8:00 am – 9:20 am | General Session |
9:20 am - 10:10 am | Village Break |
10:10 am – 11:00 am | Breakout Session |
11:00 am – 11:20 am | Break |
11:20 am – 12:10 pm | Breakout Session |
12:10 pm – 1:30 pm | Lunch |
1:30 pm – 2:45 pm | Breakout Session |
2:45 pm – 3:05 pm | Break |
3:05 pm – 3:55 pm | Breakout Session |
3:55 pm – 4:45 pm | Village Break |
4:45 pm – 5:35 pm | Breakout Session |
6:00 pm – 7:00 pm | Networking Happy Hour |
Day 3
Tuesday, Nov 12
6:30 am - 7:00 am 7:00 am - 7:50 am |
Early Bird Breakfast Session |
7:00 am – 8:00 am | Breakfast |
8:00 am – 9:00 am | General Session *Keynote |
9:00 am - 9:50 am | Village Break |
9:50 am – 10:40 am | Breakout Session |
10:40 am – 11:00 am | Break |
11:00 am – 12:15 pm | Breakout Session |
12:15 pm – 1:30 pm | Lunch |
1:30 pm – 2:20 pm | Breakout Session |
2:20 pm – 2:40 pm | Break |
2:40 pm – 3:30 pm | Breakout Session |
3:30 pm – 4:20 pm | Village Break |
4:20 pm – 5:10 pm | Breakout Session |
7:00 pm – 11:00 pm | Social Event |
Day 4
Wednesday, Nov 13
6:30 am – 8:00 am | Breakfast |
8:00 am – 8:50 am | Breakout Session |
8:50 am – 9:10 am | Break |
9:10 am – 10:00 am | Breakout Session |
10:00 am – 10:20 am | Break |
10:20 am – 11:10 am | Breakout Session |
Event Concludes |
Conference focus
SYNERGY will showcase and provide specialized tracks and sessions around ONESOURCE, Checkpoint, Legal Tracker, CLEAR, HighQ, Practical Law, and other products, along with a conference agenda filled with breakout sessions, keynote speakers, activities, networking, and specialized experts centering around content-driven technology solutions and innovation for Corporations.
Hundreds of key sessions over three days
Discover over 200 sessions covering product strategy, product training, and thought leadership at this year's SYNERGY event. Led by a diverse array of Thomson Reuters and industry experts, as well as our valued customers, these sessions offer unparalleled insights. Engage directly with presenters and sponsors through innovative collaborative formats designed to address your pressing questions. With 67% of sessions featuring new content, stay ahead in navigating the dynamic legal, risk, tax, and trade landscapes. We're committed to delivering the sessions that resonate most with you. Join us for an enriching experience tailored to your needs.
Customize your experience
Conference attendees will be able to shape and personalize their own conference experience by selecting sessions and activities to create a custom agenda for a perfect mix of networking, education, and training experiences.
2024 session hot topics
Corporates Legal
The Corporate Legal SYNERGY sessions will focus on various topics related to legal industry trends and innovations, including product demonstrations, best practices, and strategy. Attendees can expect to learn about features and benefits of products such as HighQ and Legal Tracker, as well as exploring topics such as artificial intelligence, data visualization, and legal front door. Additionally, the sessions will provide insights and strategies on how to drive change, become a data-informed legal team, prepare for a successful rollout project, and handle budgeting and accruals. These sessions are invaluable for anyone looking to stay up to date on the latest developments in the legal industry.*
*Subject to change
Indirect Tax
The SYNERGY conference this year presents an unparalleled opportunity for professionals with a focus on Indirect Tax who are seeking actionable insights, in-depth knowledge, and strategic foresight. Our program is tailored to enrich participants from all backgrounds, whether they are in search of practical applications, advanced discourse, or visionary perspectives in the field of Indirect Tax. Our meticulously selected sessions on Indirect Tax include: 1) regulatory updates with insights into recent legislative changes and how they may influence indirect tax processes. 2) Explore the future of Indirect Tax management with transformative artificial intelligence, including predictive analytics and the automation of compliance procedures. 3) Examine the global shift towards electronic invoicing, its advantages, and the strategic considerations necessary for a smooth transition to digital processes. 4) Peer-Led Case Studies where you gain valuable insights from fellow practitioners in Indirect Tax through real-world case studies, offering practical takeaways and proven strategies that can be applied within your organization. 5) Hands-on training sessions designed to enhance your proficiency and enable you to leverage Indirect Tax solutions to their fullest potential. Moreover, attendees will enjoy interactive roadmap sessions, charting the trajectory of Indirect Tax technology and services. These sessions are invaluable for attendees looking to align their technology investments and strategic planning with emerging industry trends. This year’s SYNERGY conference promises a well-rounded experience for those interested in indirect tax with sessions that cater to all levels of expertise and interests.
Direct Tax
Direct Tax SYNERGY sessions will cover a wide range of topics related to direct tax, such as state income tax, international tax, data integration, tax automation, tax technology, global minimum tax, and artificial intelligence, to address the current and emerging challenges and opportunities in the tax landscape. Some of the sessions will be co-presented or sponsored by external partners to showcase the collaboration and innovation between ONESOURCE and leading tax service providers. The sessions aim to provide attendees with practical and valuable insights, best practices, tips and tricks, and solutions for their direct tax challenges and needs, and to help them leverage the full potential of the ONESOURCE platform.*
*Subject to change
Tax Information & Reporting
At this year's SYNERGY conference, attendees can expect a diverse array of sessions catering to tax information reporting. From foundational workshops aimed at beginners to advanced seminars delving into intricate compliance strategies, the conference offers something for everyone navigating the complexities of tax reporting. Practical sessions focusing on software utilization and best practices provide attendees with guidance to streamline their reporting processes. Additionally, expert panels and keynote speeches explore emerging trends, regulatory updates, and industry insights, equipping attendees with the knowledge needed to stay ahead in an ever-evolving tax landscape. Whether attendees seek fundamental knowledge, advanced techniques, or strategic insights, the SYNERGY conference ensures a comprehensive and enriching experience for all participants involved in tax information reporting.
Trust Tax
At this year's SYNERGY conference, participants can anticipate an extensive lineup of sessions tailored specifically to trust tax matters. From introductory overviews providing foundational knowledge to specialized workshops tackling complex trust tax planning strategies, the conference caters to individuals at all levels of expertise. Practical sessions will delve into trust tax compliance, highlighting best practices and utilizing cutting-edge software solutions to streamline processes. Expert panels and interactive discussions will explore emerging trends in trust taxation, including recent legislative changes and their implications for practitioners. Furthermore, keynote presentations by industry leaders will offer strategic insights into navigating the evolving landscape of trust taxation, ensuring attendees leave the conference equipped with practical tools and valuable insights to enhance their trust tax practices. Whether attendees are seasoned professionals or newcomers to trust taxation, the SYNERGY conference promises a comprehensive and enriching experience for all.
Checkpoint
At this year’s SYNERGY conference, attendees can expect to see a comprehensive list of Checkpoint Edge sessions tailored to all experience levels: Beginner, Intermediate and Advanced. Customers who are new to Checkpoint Edge will have the opportunity to build a strong foundation by learning the essential features and functionality, including how to search by keyword or citation, filter results and stay current on new developments. For those who already have a strong foundation to the Checkpoint Edge basic functionality and want to learn how to stay on the cutting edge of research, you can attend a session that will demonstrate how to take advantage of AI assisted research using Checkpoint Edge or join an advanced session that focuses on hot topics and emerging trends in tax and accounting research.
Global Trade
This year's SYNERGY conference is an exceptional event for Global Trade compliance professionals and enthusiasts seeking comprehensive insights and practical expertise. Attendees will benefit from sessions that dissect regulatory changes and their impacts on trade strategies, while also delving into the future of trade management through cutting-edge AI, including predictive analytics and HS classification. Interactive networking opportunities and thought leadership sessions will provide actionable strategies to enhance organizational practices and drive compliance strategies. Furthermore, hands-on training will empower participants to maximize the use of Global Trade solutions, advisory boards, and roadmap sessions will offer strategic foresight into the evolving landscape of trade technology and services. The conference caters to a spectrum of expertise, ensuring a valuable and enriching experience for all engaged in global trade. All sessions will carry CCS/CES credits for those seeking to maintain their NEI accreditation.
Corporate Risk
The Risk track at Thomson Reuters SYNERGY will provide attendees from financial institutions with invaluable insights into managing risk effectively in today's rapidly evolving landscape. Industry experts will share best practices for identifying, assessing, and mitigating a wide range of risks, from credit risk to cybersecurity threats. Attendees will learn about the latest regulatory developments impacting the financial sector and strategies for ensuring compliance. They'll also get an in-depth look at cutting-edge risk management tools and technologies that include AI and machine learning capabilities that can drive more informed decision-making. By attending these sessions, financial professionals will gain the knowledge and resources needed to strengthen their risk management capabilities and build greater resilience within their organizations.
Hotel information
Gaylord Palms Resort & Convention Center
SYNERGY will be held at the Gaylord Palms Resort and Convention Center in Orlando, FL. The Gaylord Palms is an upscale Kissimmee Water Park Resort, featuring a premier location minutes from Walt Disney World® and Universal Orlando Resort.
Testimonials
Synergy was one of the most impactful conferences I have attended. I met amazing people that I cannot wait to collaborate with.
I have attended this conference for at least 10 years now. Every year I come out with new ideas and am able to plan for our future enhancements by seeing what is coming.
2024 Awards for Corporate Professionals
The Thomson Reuters’s SYNERGY Customer Excellence awards are presented to recognize outstanding achievements among customers and partners who align with the Thomson Reuters brand promise (clarifying the complex) and Corporates value proposition (navigating the intersection of commerce and compliance). These awards highlight the commitment and achievements of Thomson Reuters's customers and partners in successfully driving innovation, efficiency, and customer-centric practices across various sectors.
Award Categories
- Corporates Legal Innovator - This award honors individuals or organizations that have demonstrated significant innovation and excellence in enhancing legal processes and outcomes.
- Corporates Tax Innovator - This award recognizes those who have shown remarkable innovation in tax automation, improving tax compliance, and overall efficiency.
- Corporates Trade Innovator - This award is given to those who have made significant advancements and innovations in supply chain compliance and optimizing operations.
- Corporates Risk Innovator - This award celebrates individuals or organizations that have excelled in identifying, managing, and mitigating risks through innovative solutions and strategies.
- Partner of the Year - This prestigious award is presented to a partner who has demonstrated exceptional collaboration, support, dedication, investment and overall contribution to customer’s success.
Winner benefits
We can’t wait to honor all the outstanding Corporate Legal, Tax, Risk, and Trade professionals! Here’s how we will give them the recognition they deserve:
- Winners will receive a grand prize valued at $500 and a crystal award.
- Exclusive meet and greet with Magic Johnson at SYNERGY!
- VIP seating plus a guest during day two keynote general session.
- Back stage pass to meet Phillip Phillips
- Recognizing winners with a session in our live broadcast booth at SYNERGY, a press release, and social media activities providing an opportunity for them to share their best practices with the world.
- Complimentary registration to 2025 SYNERGY
Congratulations to the 2023 award winners!
The winners of the 2023 awards have been announced at the SYNERGY 2023 conference.
Partner of the Year
- Matt Lindskoog, Ernst & Young
Tax Innovator of the Year
- Lance Canterbury, Tax Technology Manager, AutoZone
Legal Innovator of the Year
- Sophia Davis, Oracle
Frequently Asked Questions
Thank you to our 2024 sponsors!
Platinum elite sponsors
Platinum sponsors
Gold sponsors
Silver sponsors
For additional information or assistance with registration, please contact the SYNERGY Corporates Team at SYNERGYsupport@thomsonreuters.com
Thomson Reuters Tax & Accounting Professional Software & Service 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.