THOMSON REUTERS A - I — Day SYNERGY2019 Workshop Schedule · Essentials PART 1 TR Workpapers CS Essentials PART 2 TR Accounts Payable and Receivable Using ... for Account-Based

THURSDAY FRIDAY SATURDAY

A B C D E F G H I

9:30 a.m. - 10:20 a.m. 10:50 a.m. - 11:40 a.m. 1:00 p.m. - 2:40 p.m. 3:10 p.m. - 4:50 p.m. 9:30 a.m. - 11:10 a.m. 11:40 a.m. - 12:30 p.m. 1:50 p.m. - 2:40 p.m. 3:10 p.m. - 4:50 p.m. 08:30 a.m. - 10:10 a.m.

50 Minutes 50 Minutes 100 Minutes 100 Minutes 100 Minutes 50 Minutes 50 Minutes 100 Minutes 100 Minutes

1Accounting Services Using Accounting CS PART 1TR

Accounting Services Using Accounting CS PART 2TR

1Workpapers CS Essentials PART 1TR

Workpapers CS Essentials PART 2TR

Accounts Payable and Receivable Using Accounting CS PART 1TR

Accounts Payable and Receivable Using Accounting CS PART 2TR

1

2

Preparing 1065, 1120, and 1040 Returns Using UltraTax CS PART 1TR

Preparing 1065, 1120, and 1040 Returns Using UltraTax CS PART 2TR

2

Financial Statements Formatting Using the Accounting CS Report Designer PART 1TR




2

3

Customizing Your Client Documents Within UltraTax CS PART 1TR

Customizing Your Client Documents Within UltraTax CS PART 2TR

3

Advance Your Keyword Search Skills and Techniques on Checkpoint TR

Fixed Assets CS Essentials PART 1TR

Fixed Assets CS Essentials PART 2TR

3

Time-Saving Tips on Federal Tax Research Using Checkpoint TR

4Payroll Services Using Accounting CS PART 1TR

Payroll Services Using Accounting CS PART 2TR

4

Connecting Accounting CS and QuickBooks PART 1TR

Connecting Accounting CS and QuickBooks PART 2TR

Designing Payroll Reports and Layouts Using Accounting CS Payroll TR

4

Designing Payroll Reports and Layouts Using Accounting CS PayrollTR

5

Creating Custom Formats in Practice CS PART 1TR

Creating Custom Formats in Practice CS PART 2TR

5Billing Using Practice CS PART 1TR

Billing Using Practice CS PART 2TR

Data Mine in UltraTax CS to Identify Advisory Opportunities TR

5

Data Mine in UltraTax CS to Identify Advisory Opportunities TR

THOMSON REUTERS

SYNERGY2019A - I — Day

# Workshop Title SpeakerWorkshop number

Time and length

Hands-on class (Rows 1-5)Workshop Schedule

6

Proactive Management Tools for Accounting and Payroll Services Using Accounting CSTR

What’s New in Accounting CS and Workpapers CSTR

Advanced Accounting Services Using Accounting CSTR

Preparing for the New Leases Standard (ASC 842)TR

6

Revenue from Contracts with Customers (ASC 606): Lessons Learned from Public Company AdoptionTR

Proactive Management Tools for Accounting and Payroll Services Using Accounting CSTR

What’s New in Accounting CS and Workpapers CSTR

Prepping for Year End Using Trial Balance Tools for Accounting CS and Workpapers CSTR

6

Advanced Accounting Services Using Accounting CSTR

7

Boost Efficiencies with Accounting CS Bank FeedsTR


Advanced Financial Statements Formatting Using the Accounting CS Report DesignerTR

Creating and Sustaining Continuous Firm Improvement Campbell

7

Preparing for the Future: Transforming Your FirmSherrin

Maximizing Accounting CS Integration with the CS Professional SuiteTR


Trailblazing Women: Learning from Women Leading in Tax and Accounting.TR

7

Advanced Financial Statements Formatting Using the Accounting CS Report DesignerTR

8

4 Ways to Effectively Leverage Social Media for Your FirmTR

Advanced Bookkeeping for Accounts Receivable and Accounts Payable Using Accounting CSTR

Taking Charge of Your Client’s Accounting SystemSeale and Wallpe

Streamline Your Tax Workflow Using Workpapers CSTR

8

Connecting with Your Small Business Clients via Thomson Reuters OnBalanceTR

Advanced Bookkeeping for Accounts Receivable and Accounts Payable Using Accounting CSTR

4 Ways to Effectively Leverage Social Media for Your FirmTR

Onvio WorkpapersTR 8

Streamline Your Tax Workflow Using Workpapers CSTR

9

Streamlining Your Payroll Operations with Accounting CSFleming

A New Approach to Payroll StrategyTR

Ramping Up Your Payroll with Accounting CS TR

Payroll Compliance: 2019 and 2020 Legislation UpdateTR

9

Proven Marketing and Sales Strategies to Grow Payroll ServicesManning

Advanced Employee Setup with Accounting CSHeidelmaier

SwipeClock Integration with Accounting CS PayrollHeidelmaier

Payroll Compliance: 2019 and 2020 Legislation UpdateTR

9

Prepping for Payroll Year End Using Accounting CSTR

10

Health Care Reform: What’s Changed and Changing Under the Affordable Care ActTR

Treacherous “C”s: Form 1094/1095 Navigational Aids for ALEsTR

Tax Compliance Processing Using Accounting CS PayrollTR

Prepping for Payroll Year End Using Accounting CSTR

10

Advanced Payroll Services Using Accounting CSTR

Key Compliance Issues for Account-Based Health PlansTR

Streamlining Your Payroll Operations with Accounting CSFleming

Payroll Batch Processing: Complete Payroll Output, Tax Forms, e-Filing, and Liability PaymentsTR

10

Advanced Tips for Complex Payroll Delivery Using Accounting CSTR

11Transforming Your Audit PracticeTR

Using GoFileRoom and FirmFlow for A&A TR

Managing the Transition to Thomson Reuters’ Cloud Audit SuiteTR

Top 10 Audit Productivity Tips for Small CPA FirmsTR

11 Audit SamplingTR

Using Data Analytics as Part of Your Audit

What’s New in the Cloud Audit SuiteTR

Creating Powerful Analytical ProceduresTR

11Risk Assessment Leveraging PPC ToolsTR

12Filling Your People PipelineTR

Maximize Your Marketing with Email, Newsletters, and Social MediaTR

Great Uses for Custom Fields in Practice CSTR

Using Checkpoint for Audit EngagementsTR

12Great Uses for Custom Fields in Practice CSTR

Master Your Metrics and Save Time with Social Media ManagerTR

Retaining Top TalentTR

Beyond Ticking and Tying: Transforming Your Assurance ProcessGodwin

12

Maximizing Multi-Entity Success Using Consolidations and Divisions in AdvanceFlowCarr

13

Firm Management Using GoFileRoom and FirmFlowTR

Mergers and Acquisitions: How to Be Successful with ThemTR

Set Yourself Apart from the Competition – Partner with a Financial Advisor and Become More Valuable to Your ClientsKuttin

Identifying and Tracking Untapped Business Opportunities Within your Practice CS DatabaseTR

13AdvanceFlow…It’s Not Just for AuditsTR

Mergers and Acquisitions: How to Be Successful with ThemTR

What’s New for GoFileRoom and FirmFlowTR

Identifying and Tracking Untapped Business Opportunities Within your Practice CS DatabaseTR

13

Building Powerful Dashboards and Reports with GoFileRoom, FirmFlow, and APIsTR


A B C D E F G H I



14Maximizing Your Firm Administration StaffTR

Give Your Practice CS Dashboards a Tune UpTR

Planning Your Transition to OnvioTR

Getting Started with Onvio Firm ManagementTR

14

Time and Billing Using Onvio Firm ManagementTR

Give Your Practice CS Dashboards a Tune UpTR

Projects and Tasks Using Onvio Firm Management AdvancedTR

How to Build a Knowledgebase and Intranet Employees Will LoveTR

14

Documents and Client Collaboration Using Onvio Firm ManagementTR

15

Integrated Solutions Concept: Mapping and Data Sharing Best PracticesTR

FileCabinet CS Tips for Archiving and Performance ImprovementTR

Making the Experience for Your Clients with NetClient CSTR

Practice CS as a Proactive Management ToolTR

15

Strategic Planning: Generating Revenue and Capacity ProjectionsTR

Utilizing Practice CS to Aid in CollectionsTR

Integrated Solutions Concept: Mapping and Data Sharing Best PracticesTR

Practice CS as a Proactive Management ToolTR

15

Making the Experience for Your Clients with NetClient CSTR

16

What to Expect When Onboarding to UltraTax CSTR

Getting Ready to Move from UltraTax CS to OnvioTR

Project Management and Workflow Using Practice CSTR

Utilizing Onvio Firm Management in Your UltraTax CS Tax WorkflowTR

16 Planner CS EssentialsTR

Onvio Tax and Onvio Fixed AssetsTR

Powerful Tax Financial Tools Using Toolbox CSTR

Communicate Results with Planner CSBupp

16

Project Management and Workflow Using Practice CSTR

17

Making Processing Easy: Updating Your UltraTax CS Print CollationsTR

Preparing Personal Property Tax Returns in Fixed Assets CS and UltraTax CSTR

Individual Tax UpdateVan Der Aa

Business Tax UpdateVan Der Aa 17 Individual Tax Update

Van Der Aa

Processing Inventory with Fixed Assets CSTR

Making Processing Easy: Updating Your UltraTax CS Print CollationsTR

Business Tax UpdateVan Der Aa 17

e-Filing Wthin UltraTax CSTR

18

Incorporating eSignatures into Your UltraTax CS WorkflowTR

Trial Balance Usage and Integration with GoSystem Tax RSTR

Tools that Reduce Manual Data Entry Within GoSystem Tax RSTR

What’s Been Added in GoSystem Tax RS Over the Past Few YearsTR

18What’s New in GoSystem Tax RSTR

Trouble Shooting Your e-File Using GoSystem Tax RSTR

TCJA with GoSystem Tax RSTR

GoSystem Tax RS Tips and TricksTR

18

Preparing 1041, 706, and 709 Returns Using UltraTax CSTR

19

Mastering Partner Information Data Entry Within UltraTax CSTR

Preparing 990 and 5500 Returns Using UltraTax CSTR

Navigating the Complexities of QBI and 199A with UltraTax CSTR

Reviewing Returns Within UltraTax CSTR

19

Advanced 1040 Return Preparation Using UltraTax CSTR

Mastering Partner Information Data Entry Within UltraTax CSTR

Track the Progress of Returns in UltraTax CS Using the Client Status Workflow ToolTR

Navigating the Complexities of QBI and 199A with UltraTax CSTR

19

Advanced 1040 Return Preparation Using UltraTax CSTR

20

Advance Your Keyword Search Skills and Techniques on CheckpointTR

Must-See State and Local Tax Features on CheckpointTR

Developing a Creative Reward Program that Truly MotivatesWiley

Is My Client’s Business a Tax Shelter TR

20

Time-Saving Tips on Federal Tax Research Using CheckpointTR

Tax Research Made Simple Using Checkpoint EdgeTR

Tax Research Made Simple Using Checkpoint EdgeTR

Is My Client’s Business a Tax Shelter? TR

20Reviewing Returns Within UltraTax CSTR

21

Section 199A: Everything You Must Know and More!TR

The Nuts and Bolts of the Research and Development Tax CreditTR

Getting Ready for Busy Season Using UltraTax CSTR

Processing Clients with Foreign Activities Using UltraTax CSTR

21

Processing Multi-State Returns Within UltraTax CSTR

Section 199A: Everything You Must Know and More!TR

Will Your Interest Be Limited? Understanding the New 163(j) Interest RulesTR

What’s Cool in Technology These DaysTR

21

Processing Multi-State Returns Within UltraTax CSTR


A B C D E F G H I



22What’s New in UltraTax CSTR

What’s New in UltraTax CSTR

Finding Capacity Campbell

10 Years of UltraTax CS Enhancements: Are You Using Them?TR

22UltraTax CS Paperless Tax Workflow OverviewTR

What’s New in UltraTax CSTR

Are You Taking Advantage of All the Features of Fixed Assets CS?TR

10 Years of UltraTax CS Enhancements: Are You Using Them?TR

22 Sales Tax UpdateTR

23Advising Clients Who Can’t Pay Their TaxesTR

Advising Clients Who Can’t Pay Their TaxesTR

Get Exclusive Access to our Latest AI-enabled Prototypes and Solutions for Tax ProfessionalsTR

Active Lead Generation and Firm Growth Through NetworkingManning

23

Get Exclusive Access to our Latest AI-enabled Prototypes and Solutions for Tax ProfessionalsTR

Getting Your Questions Answered with Digital Resources!TR

Checkpoint Marketing Social Media Manager Basics TR

Change Readiness for Tax Professionals TR

23Change Readiness for Tax Professionals TR

24

Top 10 Microsoft Excel Tips for Accounting ProfessionalsTR

Apps You Love Researched by Industry ExpertsTR

Microsoft Outlook for Accounting ProfessionalsTR

What’s Cool in Technology These DaysTR

24

Microsoft Teams for Accounting ProfessionalsTR

Data Breach Preparation and Response 101Tagliaferri

Top 10 Microsoft Excel Tips for Accounting ProfessionalsTR

Microsoft OneNote for Accounting ProfessionalsTR

24

Microsoft OneNote for Accounting ProfessionalsTR

25 Cloud SecurityTR

How Cybersecurity Can Be a Marketing AssetTR

Cyber Security Review of 2019TR

Data Security: Assessing the Risks in Your OfficeTR

25

Security Features Within the Tax and Payroll ApplicationsTR

Cloud SecurityTR

Security Essentials for Accounting FirmsKepczyk

Protecting Your Firm and Clients from Security ThreatsTR

25Data Security: Assessing The Risks in Your OfficeTR

26

Getting Your Questions Answered with Digital Resources!TR

Lean Six Sigma CPA Firm AdministrationKepczyk

Creating Firm Culture, Definition, Distinction, and DecisionManning

Employee Engagement: Productive, Efficient, and HappyManning

26

Set Yourself Apart from the Competition – Partner with a Financial Advisor and Become More Valuable to Your Clients Kuttin

Optimizing Your Tax Season DebriefKepczyk

Your Client Just Fired You, Now What?TR

Building Firm Value: Positioning for ExitManning

26Firm Secrets to Success: Real Actionable IdeasSeale

27 Situational LeadershipTR

Best Practices for Managing a Remote TeamTR

Employee Engagement: Building Accountability in Your TeamsTR

An Essential Future Requirement: Becoming a Thought LeaderWiley

27

Using Lean Principles to Maximize the Role of TechnologyCampbell

Best Practices for Managing a Remote TeamTR

Collaborative NegotiationTR

Using Emotional Intelligence to Achieve ResultsTR

27Making Engaging Client PresentationsTR

28Leveraging Change in Your OfficeTR

Art of the Deal on Selling Accounting PlatformsSeale

Building a Firm Focused on Trusted Advisor and Client Services: Your New Firm ModelMiller

Make Your Firm a Trusted AdvisorMartukovich

28

Advisory Services: Moving Your Practice ForwardTR

Advisory Service Opportunities Based on What We Now Know with TCJA Miller

The Art of The Ask – Grow Your Practice with ReferralsMora

Creating Client Engagements Based on an Advisory Services Firm Model Miller

28

Get Yourself Out of Operations So You Can Be a Firm LeaderMartukovich

Help Shape the Future of Tax Professional Work Solutions (DOES NOT QUALIFY FOR CPE)




TR791723-A 7/19 DGM

INN

OVA

TIO

N

INN

OVA

TIO

N

INN

OVA

TIO

N


A B C D E F G H I

