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Diversity, Equity & Inclusion

Corporate Social Responsibility Report: A Look Back at 2024

Take a closer look at Cohen & Co’s efforts this past year on everything from governance and the environment, to inclusion and equity, to supporting our communities.

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Everyone Working Together for a More Inclusive & Diverse Workplace

The story of our firm has always been grounded in kindness, mutual respect and providing an inclusive, supportive and safe environment. We truly encourage everyone to embrace our foundational principle that recognizes “great people first” — finding ways to celebrate and value each of the unique stories, backgrounds, perspectives and ideas that come from the people at Cohen & Co.

Yet, we realize, with great humility, that we have further to go in terms of understanding how to create a diverse and inclusive workplace. We are committed to finding ways to be even more deliberate in our actions, and to do better. We believe no single individual can make that happen, but EVERY single individual, together, can. Below are a few of the steps we have taken.

Our CEO Pledge

While diversity and inclusion is everyone’s responsibility, we also recognize that it starts at the top. Cohen & Co is proud to be part of CEO Action for Diversity & Inclusion™ — the largest CEO-driven business commitment to advance diversity and inclusion in the workplace.

The CEO pledge outlines a specific set of actions Chris Bellamy, CEO of Cohen & Co, LLC, will take to cultivate a trusting environment where all ideas are welcomed, and employees feel comfortable and empowered to have discussions about diversity and inclusion. The components of that pledge include open conversations, education, creating a diversity plan and sharing outcomes with other CEOs.

Find out more about CEO Action for Diversity & Inclusion™

Cohen & Co IDEA Team

The Cohen & Co IDEA Team stands for Inclusion, Diversity and Equity in Action, and holds true meaning to the awareness of the fact that without an atmosphere of inclusion first, diversity will never exist. 

As a firm we are reflecting deeply on turning our words into actions. The IDEA Team is passionate about and focused on:

  • Expanding dialogue and understanding within our firm,

  • Outlining actionable goals and objectives, and

  • Identifying and executing on sustainable and impactful activities and trainings that can become a lasting part of our culture.

With the full support of executive leadership, in 2021 our Cohen IDEA Team launched a cultural assessment survey to determine the pulse of the firm in the areas of diversity, equity and inclusion. Results from the survey are helping the team develop a long-term strategic plan that integrates with the firm’s strategic plan. Focus areas include, but are not limited to, enhancing recruiting efforts and creating additional diversity, equity and inclusion educational opportunities for all employees.

Women’s Leadership Initiative

Our Women’s Leadership Initiative is open to all female-identifying members of Cohen & Co. The group’s mission is to provide and enhance opportunities to grow, empower, engage and connect diverse leadership that drives results through career development, mentoring and networking. The organization provides monthly programming, including mentoring/guidance networking events, panel discussions and a book club.

Ongoing Firm Training & Recruitment

A major component of our annual firmwide training initiatives revolves around providing educational sessions that help our employees enhance their learning and development, both professionally and personally. Highlights of our program include welcoming well known keynote speakers and providing online learning courses regarding diversity and inclusion; unconscious bias and tools to overcome it; racism; and the adoption of a growth mindset.

From a recruitment perspective, we actively seek out campus organizations that support diversity to provide interview tips, education and networking. We take seriously our commitment to identify, recruit, and develop the talents of a wide variety of people from all backgrounds, experiences and cultures — helping us learn from each other’s ideas and perspectives. 

We ensure all our initiatives, policies, programs and practices are lawful under Title VII, and we prohibit any employment action motivated, in whole or in part, by an employee’s or applicant’s race, sex or other protected characteristic.

Meet Our Leadership

Trinette Simon, CPA

Director, Inclusion & Equity, Cohen & Co Advisory, LLC
tsimon@cohenco.com
330.480.4648

What Our People are Saying

We embrace the differences of our employees, viewing diversity as a competitive advantage that makes us stronger. An equitable, inclusive environment is a prerequisite to delivering quality service and advice for clients.
Chris Bellamy - CEO, Cohen & Co Advisory, LLC
Our IDEA team makes DE&I training and resources consistently available to employees. Our goal is to ensure our foundational principle of ‘Great People First’ has DE&I at its core and remains a top priority.
Trinette Simon - Director, Inclusion & Equity
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"Cohen & Co" is the brand name under which Cohen & Company, Ltd. and Cohen & Co Advisory, LLC, and its subsidiary entities, provide professional services.

Cohen & Company, Ltd. and Cohen & Co Advisory, LLC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards.

Cohen & Company, Ltd. is a licensed independent CPA firm that provides attest services to its clients. Cohen & Co Advisory, LLC and its subsidiary entities provide tax, advisory and business consulting services to their clients and are not licensed CPA firms.

The entities operating under the Cohen & Co brand are independently owned and are not responsible for the services provided by any other entity operating under the Cohen & Co brand. Our use of terms such as “our firm,” “we,” “us” and other terms of similar import denote the alternative practice structure of Cohen & Company, Ltd. and Cohen & Co Advisory, LLC.

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