Make it stand out.

Whatever it is, the way you tell your story online can make all the difference.

Results Driven

We help our clients create change that matters and drives real results.

 
Strategy & Design

Strategy & Design

 
Information Governance

Information Governance

 
Compliance Assessments

Compliance Assessments

 
 
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Strategy & Design

Cohasset consultants help clients see the BIG picture to create new services and businesses to achieve measurable growth, maximize long-term value, and reduce risk.

  • Assess current state

  • Benchmark in contrast to industry practice

  • Devise a course of action

  • Inspire change

 

Information Governance

Our consultants partner with companies to align organizational components to form a cohesive information governance infrastructure to build trust for the information, promote effective stewardship, sustain regulatory compliance, and promote discovery.

  • Develop an information governance maturity assessment and roadmap

  • Build and sustain a manageable functional retention schedule

  • Devise a plan to manage information that matters and eliminating information that clutters

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Compliance Assessments

Cohasset consultants conduct in-depth assessments of functional capabilities and features of technology solutions in consideration of SEC, CFTC, and FINRA compliance requirements and other regulatory requirements

  • Securities and Exchange Commission (SEC) regulation 17 C.F.R. §240.17a-4(f)

  • Financial Industry Regulatory Authority (FINRA) Rule 4511(c)

  • Commodity Futures Trading Commission (CFTC) in regulation 17 C.F.R. §1.31(b)-(c)

  • IRS Revenue Procedure 98-25 and 97-22.

  • SEC regulation 17C.F.R. §270.31a-2

  • SEC Regulation 17C.F.R. §275.204-2

  • SEC Regulation 17C.F.R. §240.17Ad-7

  • Food and Drug Administration (FDA) Part 11

  • ISO 15489, Information and documentation- Records Management

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