PARTNER SUMMIT
ADVISORY SYMPOSIUM
Over the past decade, the Thomson Reuters Partner Summit Thought Leadership event has 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 and guest practitioners will share the perspective they've gained over the years offering advisory services. You will learn the steps you need to take to redefine your business model and distinguish between value add advisory services and compliance services — and how you can monetize the value of that difference.
Partner Summits are among our most popular and thought-provoking events of the year and they fill up fast. So leave behind the daily grind for this two-day summit and invest in strategic thinking that will take your practice into a more progressive future!
Per attendee price: $945
REGISTER
Cancellation Policy
- Full refund up until 30 days before the event
- 50% refund 15-30 days before the event
- No refund 0-14 days before the event
DAY ONE – WEDNESDAY
07:30 AM
Breakfast
08:30 AM
Determining your Value
11:00 AM
Building your Firm's Service Structure
12:00 PM
Lunch
01:00 PM
Building your Firm's Service Structure
02:40 PM
Delivering a Value Proposition
04:00 PM
Advisory Panel and Cocktail Reception
06:00 PM
Thomson Reuters hosted Dinner
*Agenda in local time zone of event and subject to change
DAY TWO – THURSDAY
08:00 AM
Breakfast
08:45 AM
Demonstration of the Advisory Process
10:05 AM
Managing the Firm's Resources
12:15 PM
Lunch
01:15 PM
Managing the Firm's Resources
02:45 PM
Business Leadership and Transformation Plan
*Agenda in local time zone of event and subject to change
Thomson Reuters Advisory Symposium aims to help practitioners elevate their advisory journey and capitalize on the success of their business. Create your opportunity by joining advisory workshops, peer-to-peer discussions and collaborations, panels of industry experts, and much more. This three-day advisory symposium will bring both advisors in practice and practitioners who are ready to leave the grind behind and invest in strategic thinking to transform their practice into a more progressive firm!
Please make sure to bring your laptop or tablet to the Advisory Symposium to access the event's digital materials throughout the event.
Per attendee price: $1295
REGISTER
Cancellation Policy
- Full refund up until 30 days before the event
- 50% refund 15-30 days before the event
- No refund 0-14 days before the event
DAY ONE – TUESDAY
07:30 AM
Breakfast
08:30 AM
Keynote Speaker
09:40 AM
Workshops
12:30 PM
Lunch
01:45 PM
Workshops
03:20 PM
Advisory Panel
05:30 PM
Cocktail Reception
06:00 PM
Thomson Reuters hosted Dinner
*Agenda in local time zone of event and subject to change
DAY TWO – WEDNESDAY
07:30 AM
Breakfast
08:30 AM
Keynote Speaker
09:40 AM
Workshops
12:30 PM
Lunch
01:45 PM
Roundtables
03:20 PM
Advisory Panel
05:00 PM
Thomson Reuters hosted Cocktail and Appetizer Reception
*Agenda in local time zone of event and subject to change
DAY THREE – THURSDAY
07:30 AM
Breakfast
09:00 AM
Workshops
10:50 AM
Keynote Speaker
12:00 PM
Lunch and Learn Hour
*Agenda in local time zone of event and subject to change