Cohasset Associates

Cohasset Associates develops tailored retention schedules that account for business functions, processes, regulatory requirements, and information practices. The Chicago-based consulting firm specializes in information management and governance, helping organizations strategize, formulate solutions, and implement change. Its services include business strategy recommendations, information lifecycle controls, regulatory compliance reviews, information risk assessments, efficiency improvement, and project management. Cohasset also conducts compliance assessments of vendor products and company implementations against requirements from bodies such as the SEC, CFTC, FINRA, and ISO. Its assessments address regulated-industry information management needs. Retention schedule work can include creating or refreshing schedules, with attention to making them understandable and practical for clients. The firm collaborates with each client to develop recommendations and implementations suited to its culture, capabilities, and technology.