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Office of the CFO

Office of the CFO Insights

November 03, 2026 John Cavalier

How to Build a Modern Finance Function: A CFO Operating Model Guide

Organizations are growing and evolving at a rapidly increasing pace, driving complexity and a need for better information faster. Legacy systems and finance functions built for yesterday’s business environment can no longer keep pace with the speed and demands of today’s.As a CFO, has...

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September 16, 2026 Todd Scherrer

Managed Accounting, Outsourced Controller, Outsourced CFO: What’s the Difference?

How do you know which outsourced accounting services fit with your needs? What is managed accounting vs. outsourced controller vs. outsourced CFO?

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August 17, 2026 Phil Ryan, Jeff Harnden

The FASB and SEC Updates Every CFO Should Know in 2026

If you are a finance leader, the next few reporting cycles will see dynamic changes to your footnote disclosures and possibly the face of your financial statements.

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July 29, 2026 John Cavalier

A Practical Finance Playbook for Nonprofit Leaders

Nonprofit controllers, CFOs and finance directors will gain relevant insights and an actionable playbook to help manage tight budgets and high stakes.

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December 10, 2025 John Cavalier

Cohen & Co Wins Sage Platinum Club for Partners Award

Cohen & Co has been named a winner in the FY2025 Sage Platinum Club for Partners Awards.

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April 16, 2025 John Cavalier

Cohen & Co Drives Value in CFO Suite with Certifications from Sage Intacct and Workday® Adaptive Planning

Cohen & Co, one of USA Today’s Most Recommended Tax and Accounting Firms, is excited to announce it is now a certified implementation partner for two leading financial management software platforms: Sage Intacct and Workday® Adaptive Planning. Together, these platforms build on each...

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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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