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Constructing the Breakthrough Firm

Partner Summits 2015

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Partner Summits 2015

The countdown is on for Partner Summits 2015—our most eagerly anticipated thought leadership events.

Now in their eighth year, Partner Summits are a unique opportunity for you to build a more progressive firm with the help of profession-leading experts and visionaries. You'll leave the summit with a customized action plan that will enable you to position your own business as a Breakthrough Firm.

  • Paul Miller, Business by Design—Paul will offer his insights on how practitioners can move out of the commodity business and into the trusted client advisor business; progressive billing methods that quantify the value delivered by the firm with the fee charged to the client; and entrepreneurial savvy to better manage your firm and better serve business clients.
  • Andrew W. McCracken, CPA, MAcc, Thomson Reuters—Andrew will share his unique firm perspective and experience in the trenches to show firm leaders how to use technology tools and workflow best practices to increase workflow efficiency, use staff resources more effectively, and elevate client service.
  • Therese M. Witherow, Thomson Reuters—Therese will share implementation strategies and proven approaches to initiating firm change, while working with you to map out a customized action plan that will help your firm be more progressive and client-focused moving forward.

But with only 60 seats available in each city, these events will sell out fast.

Registration begins at noon (ET) March 18th.


Call us at 800.968.8900 or contact us online.

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Dates and Locations

May 20 - 21

Charleston, SC

Charleston Marriott

June 3 - 4

San Antonio, TX

Marriott Plaza San Antonio

June 10 - 11

Baltimore, MD

Hilton Baltimore

June 24 - 25

Chicago, IL

Hyatt Regency McCormick Place

July 15 - 16

San Diego, CA

Hilton San Diego Bayfront

July 22 - 23

Salt Lake City, UT

Salt Lake Marriott Downtown

August 12 - 13

Nashville, TN

Gaylord Opryland Resort & Convention Center

SYNERGY Users' Conference 2015


Scheduled for November 4-7 in Kissimmee, FL, the SYNERGY Users' Conference is a great way to keep the energy going from Partner Summits and get other staff members on board with your action plan.

SYNERGY attendees enjoy three days of networking, keynote addresses from profession leaders, product training, special events, and more. Get more information and reserve your space now.

Learn more