The Billion Dollar Podcast is a weekly entrepreneurial-focused interview show hosted by Joe White and Cain Daniel, founders of the Real Estate and Mortgage Institute of Canada. Each week, they bring in new and veteran entrepreneurs who share their insights and experiences, offering expert opinions on making it big in any industry. More info at billiondollarpodcast.com
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Para athletes, or athletes with a disability, require sports nutrition recommendations to be adapted to their specific sport, impairment, practical and/or medical needs. Liz Broad, Sports Dietitian, helps answer athletes and sports nutritionists questions and find ways to optimise your sporting performance through interviews with researchers, sports nutrition practitioners, coaches, athletes and other sports performance personnel.
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Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing ...
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The Billion Dollar Podcast has released a new episode featuring Dave Teixeira, Executive Vice President of Operations at DLCG. We explored how success in the mortgage industry isn’t just about numbers but also about leaving a lasting legacy for future professionals. Dave shared his thoughts on the crucial role of mentorship and training in elevatin…
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In this episode of the Billion Dollar Podcast, we welcome Len Lane, a seasoned expert in the mortgage industry and founder of Brokers for Life. Len shares his extensive knowledge on building a successful mortgage brokerage, navigating the complexities of the market, and providing top-notch service to clients. Throughout the episode, Len discusses t…
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How to Master Financial Leadership Across Industries with Madhu Jagannathan
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In this episode of CFO Weekly, Madhu Jagannathan, Chief Financial Officer at Lob, joins Megan Weis to share his lessons from Lob, INRIX, and ChefSteps and the evolving skill sets required for CFOs to successfully navigate financial leadership across different industries. He discusses building and managing diverse teams, collaboration between financ…
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Billion Dollar Podcast #16 - Darick Battaglia
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In this episode of the Billion Dollar Podcast, we feature Darick Battaglia, a dynamic entrepreneur with a deep background in the mortgage and real estate industry. As the founder of Tupong.com, Darick turned a passion project with his son during the COVID-19 pandemic into an international sports sensation. With years of experience in the mortgage i…
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In this episode of the Billion Dollar Podcast, we are thrilled to welcome Heather Stone, a dynamic leader and seasoned professional in the mortgage industry. Heather shares her incredible journey, from her early days in the financial sector to becoming a top mortgage broker. She delves into her strategies for success, how she navigates challenges, …
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The financial industry is experiencing a significant change with the rise of digitization and cryptocurrencies. As technology advances, traditional assets are becoming more digital, allowing for smoother transactions and greater accessibility. At the same time, cryptocurrencies like Bitcoin and Ethereum are gaining traction as alternatives to tradi…
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Billion Dollar Podcast #14 - Suganthan Mahalingam
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In this episode of the Billion Dollar Podcast, we are joined by Suganthan Mahalingam, a highly respected figure in the financial industry. With a wealth of experience and a deep understanding of the mortgage and finance sectors, Suganthan offers unique insights into the strategies and trends that are shaping the industry today. From his early caree…
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Effective Communication and Nonprofit Leadership with Timothy Dunbar
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In this episode of CFO Weekly, Timothy Dunbar, Chief Financial Officer at the American Water Works Association, joins Megan Weis to discuss effective communication and its importance across different functions and stakeholders, particularly when handling difficult situations, as well as the evolving role of CFOs in nonprofits. Timothy is an Executi…
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In this episode of the Billion Dollar Podcast, we sit down with Deren Hasip, an accomplished professional in the mortgage industry. With years of experience under his belt, Deren shares his journey, insights, and strategies that have helped him excel in a competitive landscape. From navigating the complexities of the mortgage world to building mean…
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We’re excited to announce a new episode of the Billion Dollar Podcast featuring Doreen Walsh, a seasoned veteran in the mortgage industry. In this episode, Doreen shares insights from her extensive career, emphasizing the importance of training, building strong client relationships, and staying adaptable in an ever-evolving industry. She discusses …
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This week on the Billion Dollar Podcast, we’re thrilled to have Albert Callu, the President & CEO of Marathon Mortgage, join us! Albert dives deep into his incredible journey in the mortgage industry—sharing the highs, the lows, and the leadership lessons that helped him shape his success. Whether you’re just starting out or you’ve been in the game…
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Secrets to Success as a Young Female CFO with Niki Heim
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In this episode of CFO Weekly, Niki Heim, Chief Financial Officer and Chief Administrative Officer at LogicSource, joins Megan Weis to share her journey to becoming an under-40 female CFO, the experiences she has gained, and the challenges she had to overcome along the way. Before starting her career at LogicSource, Niki was a Controller at Title N…
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In the new episode of the "Billion Dollar Podcast," we sit down with Danny Duong, a mortgage agent with over 15 years of experience. Danny’s journey began as a refugee from Vietnam, and he has since built a successful career in the mortgage industry. In this episode, he shares how his personal story shapes his business approach, the importance of m…
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CFOs, Gen Z, and the Future of Work with Sagar Khatri
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In this episode of CFO Weekly, Sagar Khatri, Co-Founder and CEO of Multiplier, joins Megan Weis to talk about the workforce trends that CFOs are currently navigating and the nuanced challenges of integrating Gen Z into the workplace. They also touch on the importance of trust, transparency, diversity in leadership, the financial implications of rem…
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In this inspiring episode of the Billion Dollar Podcast, we sit down with Deb White, a veteran mortgage broker who has made a remarkable mark in the industry. From her humble beginnings as a single mom living paycheck to paycheck, Deb shares her journey of resilience and determination that led her to establish White House Mortgages and consistently…
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Patrick Soy, a licensed professional with over 18 years of experience, is a nationally recognized award-winning mortgage expert. He has trained and advised thousands of mortgage agents and brokers, facilitating over $4 billion in mortgages. As a professor at the Real Estate Mortgage Institute of Canada (REMIC), Patrick teaches courses in New Mortga…
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How to Become a Top Financial Advisor with Susan Boles
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In this episode of CFO Weekly, Susan Boles, Virtual CFO and Business Strategist at Beyond Margins, joins Megan Weis to share how to be a better business advisor to help business owners get clear on their numbers and truly understand their inner workings at a deeper level so that they can make decisions from a place of intention and purpose instead …
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Billion Dollar Podcast #06 - Johnny Suppa & Danny Cardoso
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The Billion Dollar Podcast has released a new episode featuring Johnny Suppa and Danny Cardoso, co-founders of Your Nesta Financial. The episode covers key topics like relationship-building, education, client trust, and the role of technology. We delve into the mentorship process, customer-centric strategies, and choosing the right brokerage. Disco…
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How CFOs Can Embrace New Tech Without Redesigning Their Entire Toolkit with Melissa Howatson
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In this episode of CFO Weekly, Melissa Howatson, CFO at Vena Solutions, joins Megan Weis to discuss why CFOs and finance teams should not reinvent the wheel with new tools and processes and why, at times, the best solution might be making current processes more efficient, particularly when it comes to navigating new trends such as AI. Melissa is a …
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We’re excited to welcome Rudy Naraine, President of Mortgage Intelligence and Invis, to the Billion Dollar Podcast! Rudy’s impressive career spans over 25 years, beginning with his early days at Canadian Home Income Plan (now Home Equity Bank) alongside our host, Joe. Rudy has made significant contributions to the mortgage industry, including his r…
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Tune into our latest Billion Dollar Podcast episode with Chelsea Bedard from Mission 35 Mortgages! Join us as Chelsea shares her incredible journey as a mortgage agent, tackling the highs and lows of her first year in the industry. Discover why building trust with clients is key, and get inspired by her powerful message: “Your situation doesn't def…
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Non-Clinical Spending Insights for Healthcare CFOs with David Kirshner
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In this episode of CFO Weekly, David Kirshner, Managing Partner of Healthcare at LogicSource, joins Megan Weis to discuss the impact of non-clinical spending on financial health in healthcare organizations. They discuss strategies for optimizing vendor relationships, leveraging data and analytics, and navigating regulatory compliance. David also sh…
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Welcome to The Billion Dollar Podcast with hosts Joe White and Cain Daniel. Today, we have Jason Anbara, a top mortgage broker in Ottawa with Mortgage Alliance. Jason, recognized as a "Young Gun" by CMP in 2019 and a "Top 75 Broker" in 2022, shares his journey from banking to brokering and the secrets behind his success. Tune in for practical advic…
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From Finance Specialist to Strategist with Gabriel Teixeira
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In this episode of CFO Weekly, Gabriel Teixeira, Finance Director at Diageo, joins Megan Weis to explore the importance of broadening experiences to become a more well-rounded and complete finance professional. They share insights on the evolving role of finance leaders, key strategies for success, and the challenges and opportunities ahead. Gabrie…
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Rob Kanaan is an experienced leader in the life insurance industry. He shares his journey and insights, emphasizing the importance of having a positive attitude, being coachable, and putting in the work to succeed. Rob discusses the changes in the industry and the role of technology, highlighting the value of human connection and empathy in the ins…
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Navigating Cross-Border Accounting: From the US to Europe with Katrina Nacci
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In this episode of CFO Weekly, Katrina Nacci, a Self-Employed Cross-Border Accounting Advisor, joins Megan Weis to explore the topic of cross-border accounting between the U.S. and Europe or accounting conversion projects. They discuss the challenges and importance of understanding accounting standards, preparing for an IPO, and the shortage of acc…
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Billion Dollar Podcast #01 - Intro and What to Expect
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The Billion Dollar Podcast is a weekly, entrepreneurial-focused interview show hosted by Joe White and Cain Daniel, founders of the Real Estate and Mortgage Institute of Canada. Each week, we bring in new and veteran entrepreneurs who share their stories and experiences, offering their expert insights o…
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How CFOs Are Becoming Chief Storytellers with Ben Cutting
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When it comes to the evolving responsibilities of the CFO, the need to be a skilled storyteller has become a hot topic as of late. In this episode of CFO Weekly, Ben Cutting, CFO at Lithko Contracting, joins Megan Weis to explore the evolving role of CFOs as Chief Storyteller Officers and the importance of effective communication in financial leade…
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Siqi Chen, the CEO at Runway, joins Megan Weis to discuss the challenges and benefits of adopting AI technologies, the importance of accessibility and collaboration within the finance team and organization, and how AI will democratize finance and shift the role of the CFO. Siqi Chen is the CEO of Runway, a startup that enables operators to understa…
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Navigating Global Finance with Vandana Agarwal
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Vandana Agarwal, a Finance Analyst at Merkley+Partners, joins Megan Weis to explore the key challenges when optimizing financial efficiency, the challenges and opportunities for women in finance, and the role of technology in the industry's future. Vandana Agarwal has worked in finance for over eight years, having started in India and then moved to…
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From Rising Costs to Cost Control with Corey Noyek
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In the 200th episode of CFO Weekly, Corey Noyek, Vice President of Finance and Operations at Cardata, joins Megan Weis to discuss cost management for finance leaders. They analyze the impact of the rising production costs of everything due to inflation and the importance of collaboration across multiple departments, including finance, HR, and ops. …
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Why Your Financials Are Key to Success with Hurley Fox
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While many companies treat business owners as simple customers, Hurley Fox sees them as partners. Therefore, their problems become his problems, and he's keen to solve them. Hurley is passionate about making finance easy to understand and helping businesses enhance their financial management. Today, he joined us to share his unique approach. Hurley…
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The Multidimensional Role of a CFO with Sharon Barber-Lui
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Sharon Barber-Lui, Chief Financial Officer and Senior Vice President at Teva Pharmaceuticals, US, joins Megan Weis to unveil the multifaceted role of the CFO, the need for the CFO to connect with all aspects of the business, as well as the importance of diversity, inclusion, and innovation. Sharon has over 20 years of executive experience in BioPha…
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Unleash Your Pervasive Creativity to Drive Strategic Success with Stacey Ryan-Cornelius
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Everyone thinks the main job of a CFO is to maintain the financial health of an organization. While true, Stacey Ryan-Cornelius believes that being a CFO has transcended beyond keeping books to becoming a strategic business partner, working closely with all business leaders to ensure organizational success. To learn more about the topic, Stacey joi…
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How CFOs Are Steering Early-Stage Startups Toward Success with Felix Beccar
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Traditionally, CFOs have been associated with established corporations. However, we've been noticing their growing presence in startups, including early-stage businesses. We were wondering: what are the primary challenges faced by CFOs in early-stage startups? To answer the question, we have Felix Beccar. With more than 15 years of experience in ma…
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Master Cash Flow Forecasting with Colin Hewitt
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Cash flow is the lifeblood of any business, and for small businesses, it is even more vital. Accurate cash flow forecasting allows business owners to better manage their finances, make informed decisions, and plan for the future. To help us better leverage cash flow forecasting for financial leadership and strategic decision-making, we discuss it w…
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The Power of Systemized Decision-Making with Dhiraj Rajaram
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Big companies need a better art of problem-solving. You can't simply rely on luck or intuition. Data and analytics must become your greatest allies in your decision-making process. However, it's not just about employing any tool you find; it's about finding the right tool for your needs. In the case of big companies, Dhiraj Rajaram has the solution…
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High-Performance Finance Leadership with Daniel Welch
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People expect CFOs to be masters of everything, not just finance. Strategy, technology, marketing, or customer engagement, a financial leader truly has to get a strong grasp on every aspect of a business. Impossible, some might say. But not for Daniel Welch, who joined us in this episode of CFO Weekly to share his personal performance as an executi…
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Business and Digital Transformation with Steve Hankins
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Business and digital transformation are two of the hottest topics today, critical for surviving and thriving in today's competitive environment. From streamlining processes to improving accuracy and efficiency, technology has revolutionized the way financial operations are carried out. To explore the benefits of business and digital transformation …
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How Today's CFOs Lead Businesses into the Future with Alex Glueckler
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It's not the first time we have explored the evolution of the CFO role. According to Alex Glueckler, today the CFO is expected to be a strategic advisor to the CEO and the board of directors. They must provide insights and analysis that drive decision-making and help shape the company's long-term growth strategy. What else is on the list? Alex brea…
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Do modern CFOs need to consider integrating AI, automation, or analytics into their financial operations? The answer is a resounding yes. These technologies are not only useful for streamlining accounting processes but also for making more informed strategic decisions that can give businesses a competitive edge. To shed light on this topic, we have…
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Harnessing the Power of Technology and People with Tom Panther
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The emergence of new technologies like AI and the increasing influence of data-driven decision-making have brought new challenges to financial professionals. At the same time, CFOs can use them to provide the most value to a company’s financial performance. It's all about the strategy. And today, Tom Panther shares his wisdom on how CFOs can levera…
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Growth and Cash Flow Strategies for 2024 with Guido Torrini
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CFOs play a key role in shaping financial strategies to ensure the growth and success of their organizations. However, when faced with a high-interest rate environment, the challenges become even more significant. CFOs need to adapt their financial planning approaches to navigate these circumstances effectively. Today, we'll explore the topic along…
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AI-Driven CFOs and Optimizing Net Cash Flows with Max Dame
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Optimizing cash flows is key for an organization to stay financially healthy and achieve sustainable growth. Cash flow management involves monitoring, analyzing, and optimizing the inflow and outflow of cash within the company. Traditionally, this responsibility has fallen on the CFO. However, with the rise of AI, CFOs can now leverage new tools an…
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Redefining the CFO-Legal Relationship with Eric Bouchard
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While businesses are constantly looking for ways to optimize their spending and maximize their ROI, they often overlook legal spending, which plays a key role in safeguarding the organization's interests. That's where a strong relationship between CFOs and legal teams becomes critical to ensure cost-effective legal services. To help us dive deeper …
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The Rise of the Chief Future Officer with Joy Mbanugo
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Historically, CFOs were mainly responsible for financial management, reporting, budgeting, and forecasting, ensuring the company's financial health and profitability. However, with the CFO's increasing involvement in strategic decision-making and their crucial role in shaping the future direction of their company, the role is now taking on a new ti…
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Simplifying Your Finances with Danielle Hendon
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Small business owners encounter multiple difficulties when it comes to making wise financial decisions. Limited resources, lack of expertise, and time constraints can often restrict their ability to make informed choices that can enhance the financial well-being and success of their businesses. But Danielle Hendon of 4 Corners CFO is on a mission t…
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Bridging Finance and Operations with Luigi Testa
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Businesses are always searching for methods to improve their operations and gain an advantage over their competitors. One area often neglected is making finance part of the business' operating fabric. However, by bringing finance into decision-making processes and aligning it with other functions, companies can achieve better financial outcomes, mi…
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Tackling Today's Toughest Economic Challenges with Ali Firoozi
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The global pandemic, armed conflicts, political instability, and rapidly evolving technology are just some of the key challenges faced by financial leaders in today's economic climate. Nevertheless, they can also present opportunities for organizations to succeed. Today, Ali Firoozi provides practical insights to help navigate challenges like recen…
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