Global directory Contact us Log in Cart (0) Thomson Reuters TAX & ACCOUNTING Our solutions Insights Support center Store THOMSON REUTERS Partner Summit 2021 Moving your practice forward Register now Register now Overview Dates and locations Sessions and agenda Presenters 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. 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 a couple of days and invest in strategic thinking that will take your practice into a more progressive future! Questions? Call us at +1 800 968 8900 or contact us online. Dates and locations Location Date (click to book your hotel) Nashville, TN July 12 & 13 July 15 & 16 Austin, TX July 26 & 27 July 29 & 30 Hilton Head, SC August 9 & 10 August 12 & 13 Sonoma/Napa, CA August 23-24 August 26-27 Las Vegas, NV December 2 & 3 December 6 & 7 If you're interested in attending, you can also call your sales representative at +1 800 968 8900. Agenda and sessions Times shown below are subject to change Day 1 Day 2 Day 1 agenda Time Activity 7:30 a.m. - 8:30 a.m. Breakfast 8:30 a.m. - 9:00 a.m. Welcome and Introductions 9:00 a.m. - 12:30 p.m. Architect of a Breakthrough Firm Product and Service Development 12:30 p.m - 1:30 p.m. Lunch 1:30 p.m. - 5:00 p.m. Sales and Marketing 6:00 p.m. Dinner Partner Summit: Moving Your Practice Forward sessions All sessions will be presented in a live classroom setting, where participants will earn 13 CPE credits. Architect of a Breakthrough Firm Product and Service Development Sales and Marketing Firm Management Operations Business Leadership and Transformation Plan 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. Partner Summit 2021 presenters Paul Miller Mark Martukovich Brittany Lanphier Therese Witherow Mo Arbas 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 * 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. 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