STRENGTHEN YOUR CAREER POTENTIAL
WITH ONESOURCE UNIVERSITY
Develop your skills and enhance your professional development. ONESOURCE University enables you to grow your knowledge and excel in your career.
Learn to utilize all of the powerful functionality our software offers. Best practices are highlighted to help you increase your efficiency. ONESOURCE University provides a variety of options for every level of user, whether you are a new employee or are an experienced ONESOURCE user. Training formats include web, hands-on, on-demand, and more! We can help you develop your curriculum based on your unique needs and challenges.
Register today for live, hands-on training. Schedule on-site training at a designated training center, or get hands-on training without leaving your desk, with our very popular web workshops.
Sessions are available monthly on domestic and international topics, and are designed as a three-day boot camp for newer users or for those seeking a refresher. The state concepts and strategies sessions are designed for experienced users seeking an in-depth, two-day workshop on state tax topics.
Click below to view course descriptions
Learn in the comfort of your facility without incurring the cost of travel. Our web training courses are instructor-led, topic-specific sessions between one and 1.5 hours in length. Most topics are scheduled monthly.
Click below for a list of courses.
Our live and recorded session subscription includes unlimited access to live scheduled sessions and the recorded library. We offer a variety of subscription options that are designed to save you money.
Work with a dedicated professional development specialist to ensure the right topics are covered and special processing needs are considered. The curriculum includes hands-on product experience, peer interaction, and question and answer sessions specific to your processing. Our dedicated training can be conducted in your office or via the Web.
- CPE credit is available
- Customized sessions are based on your needs and/or established agendas
Take advantage of our consulting services and customized training to help you maximize your resources, systems, processes, and workforce. Our training team can work with you to assess and analyze your challenges, identify key training topics, and develop a targeted curriculum or program based on your department's specific needs.
Professional Development Consulting and Services
- Data management
- Pre-processing analysis and prep (rollover, chart clean-up, etc.)
- Post-filing analysis
Professional Development Custom Analysis Training
- Includes curriculum informed by support calls
- Dedicated professional development specialist
- Customized training recommendations
- Customized training delivery
- Development program administration
Jill is a senior training specialist who specializes in e-filing. Jill is responsible for delivering training focused on ONESOURCE Income Tax domestic and international products, as well as e-filing.
Jill has been in the tax technology field for the entirety of her career, previously working for Arthur Andersen Tax Technology Solutions and Vertex.
Jill has a BA from Dickinson College, a Masters of Accounting from Nova Southeastern, and is a CPA in the State of Florida.
Linda is a senior training specialist at Thomson Reuters and is responsible for the international training materials. Previous positions during her tenure with Thomson Reuters include 1120 support manager and ONESOURCE direct representative.
Prior to joining Thomson Reuters, Linda held several corporate accounting positions at a closely held savings & loan company.
Linda holds a Bachelor's of Business Administration in accounting from Florida Atlantic University and is a certified public accountant.
Lydia is a senior training specialist with Thomson Reuters, providing training and support services for ONESOURCE Income Tax, Partnership and sales & use.
Prior to joining the training group, Lydia was a senior tax accountant and lead for the Thomson Reuters support group.
Prior to joining Thomson Reuters, Lydia held the position of senior sales & use tax accountant specialist at Mobil Oil.
Lydia holds a Bachelors degree in Business Administration from the University of Phoenix.
John Stewart has been a senior training specialist at Thomson Reuters since April, 2001. John obtained a BA in Economics from Portland State University.
Following his military service, John served as a bank examiner for the FDIC in San Francisco. Before joining Thomson Reuters, John taught ACH financial software to banks and large corporations.
He holds the AAP (Accredited ACH Professional) certification of the National Automated Clearing House Association.
Lorenzo is a training specialist with Thomson Reuters, providing training and support services for ONESOURCE Income Tax.
Prior to joining the ONESOURCE training group, Lorenzo was the support team coordinator and a ONESOURCE product specialist.
Prior to joining Thomson Reuters, Lorenzo held the position of business tax support specialist at Intuit.
Lorenzo holds a Bachelors degree in Business Administration from the University of Phoenix.
Steve is a Sr. tax training specialist with Thomson Reuters, providing training and support services for ONESOURCE.
Previously, Steve was a customer education manager at Intuit, Inc., focusing on professional accounting and tax products. He also worked in public accounting as a senior tax accountant, and as an adjunct college accounting instructor.
Steve holds a BS degree in Accounting from Oklahoma State University, and a MS degree in management from Dallas Baptist University. He is a certified public accountant and is a member of the AICPA, the Oklahoma Society of CPAs, and the American Society for Training and Development.
CONTACT US TO LEARN MORE
Professional Development Coordinator | West Region
ONESOURCE Income Tax solutions
Professional Development Coordinator | East Region
ONESOURCE Income Tax solutions