Lincoln Graubard

The NABA Cleveland Chapter is excited to share our November 2025 Newsletter — and with it, the beginning of an important conversation for our profession. As part of our continued mission to support visibility, opportunity, and equity within accounting and financial services, we are exploring the development of a first-of-its-kind resource: Black-Owned Financial Services Firm Registry (Exploratory Initiative) During some early research, we found that no comprehensive public registry exists capturing Black-owned firms across key disciplines such as: Accounting Finance Actuarial Science Financial Planning Insurance Advisory Financial Technology (FinTech) The only similar resource is NABA’s Diverse Organization of Firms (DOF) — an important platform, but limited to participating members. Before taking the next step, we would love input from the community. Is this the right direction? Is this valuable? What should it include? To gather initial insight, we’ve created a first-round form for firm owners and leaders: 👉 https://lnkd.in/e5sWGCt4 Your feedback will help shape whether and how we move forward. Newsletter Highlights Strong engagement at our Homecoming Business Meeting & Mixer in partnership with EY NABA CLE volunteers supported GCP’s Passport to Careers event, inspiring Cleveland-area students Ongoing free CPE learning resources Early speaker prospects for the May 21, 2026 Spring Accounting Conference 🗓 Upcoming Events Nov 25 — Virtual Monthly Meeting Dec 11 — Year-End “Game Show Duel” Networking Social May 21, 2026 — Spring Accounting Conference at John Carroll University 🖤 From the President “As we approach the end of the year, let’s stay connected and continue building the kind of community that strengthens careers and opens doors for the next generation.” — Duane Morris, CPA President, NABA Cleveland Chapter 📥 Read the Full Newsletter https://lnkd.in/eV6APDD7 We welcome comments, perspectives, and suggestions — especially regarding the exploratory registry initiative. Your insight will help us shape something meaningful and forward-looking for our profession.

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A few standout insights from Laurie Harbour in Milwaukee Business Journal on the manufacturing outlook: • Tariffs remain a factor (“More to come — they’re not going away”) • AI adoption is cautious, not disruptive — yet • Capital investment may return if volume picks up Manufacturers may still be guarded, but it sounds like many are finally ready to move from waiting to acting.

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Office decisions are business decisions. Your workplace and workspace strategy reflect your priorities – culture, cost, and talent. Are you making choices that support long-term success? Explore more in Plante Moran Realpoint's latest article. https://okt.to/ln5Fpr

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Office decisions are business decisions. Your workplace and workspace strategy reflect your priorities – culture, cost, and talent. Are you making choices that support long-term success? Explore more in Plante Moran Realpoint's latest article. https://okt.to/PcgK0Q

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