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Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership

Why Cohen & Co Our Culture Total Rewards & Benefits Early Career Opportunities Experienced Opportunities Join Our Talent Community

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IPA Summit 2025

Session: Key Accounting and Reporting Developments

Date

Friday, May 2, 2025

Time

10:15 a.m. to 11:00 a.m. ET

Location

Washington, D.C.

Presenter

Lori Novak

Moderator

Peter R. Matejcak, Baker & McKenzie

Additional Presenters

Patrick Scheibel, Deloitte
Kevin Vaughn, PricewaterhouseCoopers
Kristy Von Ohlen, Ernst & Young

Event Details

This session will cover the latest developments in financial reporting, compliance and internal controls for alternative investments. Lori Novak will share her insights on SEC and PCAOB regulatory updates, SEC comment letter trends, registration statement reviews, multiple share classes, stockholder servicing fees and more.

Visit the conference website for more information.

Presenter

Lori Novak, CPA

Partner, Cohen & Co Advisory, LLC
Partner, Cohen & Company, Ltd.

lnovak@cohenco.com

216.649.5719

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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.