2025 User Group Regional Meetings

2025 User Group regional meeting registration is now available! Click Here
Meeting time and locations are listed below. We strongly encourage all ONESOURCE Trust Tax clients to attend a regional meeting in your area. You do not have to be a user group member to participate in the regional meetings. However, a membership is required to vote on enhancements and participate in user group elections. We look forward to seeing you soon!

If you are interested in becoming a member or have not paid your membership dues for 2025, please visit the user group website to pay for your membership dues online or by check . 

We will see you at SYNERGY 2025!  

2025 Regional Meeting Dates and Contacts

New England Regional Meeting
Wednesday April 30, 2025 - 9:00 am EDT - 2:00 pm EDT


Deloitte
115 Federal Street Suite 15
Boston, MA 02110

Regional Chair is Maureen Ford


Mid-Atlantic Regional Meeting
Thursday May 1, 2025 - 9:00 am EDT - 2:00 pm EDT -

Glenmede Trust Company
1650 Market Street, 39th Floor
Philadelphia, PA 19103

Regional Chair is Stu Seidman


Midwest Regional Meeting
Tuesday May 6, 2025 - Meeting - 9:00 am CDT - 2:00 pm CDT


Northern Trust
50 South La Salle Street, 5th Floor
Chicago, IL 60603

Regional Chair is Stephanie Rebnord


Central Regional Meeting
Wednesday May 7, 2025, 9:00 am EDT - 2:00pm EDT

KPMG
500 Grant Street, 34th Floor
Pittsburgh, PA 15219
(Room 34 44-45)

Regional Chair is Jeff Maslanich


West Regional Meeting
Tuesday May 20, 2025 - 9:00 am CDT - 2:00 pm CDT


Thomson Reuters
6160 Warren Parkway, 7th Floor
Frisco, Texas 75034

Regional Chair is Ehab Awad


Southeast Regional Meeting
Thursday May 21, 2025 - 9:00 am CDT - 2:00pm CDT


Virtual
Microsoft Teams Meeting

Regional Chair is Eric Coursey 


SYNERGY 2025

November 9 - 12, 2025
Hilton & Waldorf Astoria Bonnet Creek
Orlando, Florida

0 Days
9 Hours
59 Minutes
59 Seconds