Live Event Date: August 20, 2025
Live Event Time: 1:00 PM ET
Hosted by Thomson Reuters
Every tax and accounting firm wants to elevate its advisory services—but scaling strategic, high-value planning work has always been a challenge. Imagine a new chapter where your team, regardless of experience level, confidently delivers impactful client strategies using AI-powered insights and workflows.
Join us for this engaging session as we follow the journey of a modern tax firm transforming its approach to advisory planning with Agentic AI and Ready to Advise.
See how firms like yours are moving from manual, ad-hoc processes to streamlined, automated advisory work—standardizing client insights, simplifying knowledge transfer, and equipping every staff member to deliver clear value.
Discover how client-ready reports, 360 profiles, and intuitive guidance strengthen client trust and open doors for growth. Plus, get a look at our integration roadmap with trusted TR tax solutions.
Whether you’re a partner, manager, or aspiring advisor, this session will inspire your firm’s next step in strategy-driven advisory services.
* Please note: CPE credit is not offered.
Speakers
Danielle Constance
Thomson Reuters
Solutions Consultant
With over eight years at Thomson Reuters, Danielle is a dedicated professional who plays an active role in Thought Leadership events, such as Partner Summits, Advisory Symposiums, and Synergy conferences. She utilizes her extensive experience to drive innovative solutions, significantly contributing to the evolution of advisory services within the industry.
Keith Hall
Thomson Reuters
Senior Solutions Consultant
Senior Solutions Consultant at Thomson Reuters, where he has been a valued team member since 2015. He currently specializes in Advisory solutions and also has extensive experience with tax preparation, tax planning, firm management, document management, information exchange, and more.
Chris Papin
Licensed attorney, certified public accountant, and licensed insurance producer, offering a holistic perspective as an advisor. He holds Bachelor’s and Master’s degrees in accounting from the University of Oklahoma, earned his CPA in 2007, and received his JD from Oklahoma City University School of Law in 2008.
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