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Talent

The Charlotte-Mecklenburg Nonprofit Executive Compensation Study

August 23, 2020 by nextstage

Next Stage is proud to unveil the 2020 edition of the Charlotte-Mecklenburg Nonprofit Executive Compensation Study.

Click here to download your copy.

As covered in the Charlotte Ledger, Next Stage launched this project as a response to challenges repeatedly brought forward through its work facilitating strategic planning and executive searches for area organizations. Talent acquisition and retention is a priority across the nonprofit landscape. How to fairly compensate nonprofit staff leadership is a challenge that boards and executive directors wrestle with across organizations of every size, budget and mission focus.

In this report, readers will find research culled from the 990 forms of over 150 local nonprofits, insights gleaned from more than 40 participants in an in-depth survey, and commentary provided by 11 executives who agreed to one-on-one interviews. Criteria for inclusion in the study include being headquartered in Mecklenburg County and having revenue of more than $350,000. This research forms the basis of findings that are outlined throughout. Highlights include:

  • Dispelling the myth that nonprofit chief executives are driven primarily by passion over pay, the vast majority (92.7%) of organizations surveyed note that base compensation is important to their overall job satisfaction.
  • Other compensation, including benefits, are offered by just 60% of the organizations surveyed.
  • The Education and Environment & Animals sectors lag behind the Health and Human Services sectors.
  • The boards of nearly 30% of organizations surveyed lack a formal assessment process for the chief executive that is tied to annual compensation. And based on stakeholder feedback, those that do are relatively recently formed or are not well-designed.
  • Less than 40% of organizations surveyed offer a pay-for-performance or bonus structure to their chief executives.

This is the first edition of a study that Next Stage aims to produce every three years, allowing the firm to compare against benchmarks and illuminate how organizations are addressing executive compensation from today into the future.

What’s Next? on August 28
Join host Josh Jacobson on August 28 for What’s Next? – the firm’s twice-monthly digital roundtable – where he will share insights on the development of the compensation study, additional highlights from the research and recommendations for getting actionable on executive compensation. Josh will be joined by panelists Jim Bales, Chief Financial Officer for the Children & Family Services Center and Kevin Monaghan, Founder and Director of Charlotte-based Intuitive Compensation Group. They will add their perspectives on formal assessments of the chief executive and the design of pay-for-performance structures.

Register now and make sure to mark it on your calendar! And invite your board chair, executive committee or any board leader who might have interest in this topic. All are welcome.

About Next Stage
Next Stage is a strategy and strengthening firm based in Charlotte, NC and dedicated to helping nonprofit organizations, social cause start-ups and socially-conscious companies “get to the next level.”  Led by Managing Director Josh Jacobson, Next Stage partners with clients to design strategy and processes that create real community impact.

Talent acquisition is at the heart of the firm’s work. Next Stage conducts executive search, transition planning and onboarding, using a unique, consultant-style approach that positions talent acquisition in service to your organizational strategy. The firm develops a robust pool of traditional and non-traditional candidates to ensure your organization can thrive in its next leadership chapter.

To learn more about Next Stage’s services, visit the website at www.nextstage-consulting.com.

 

Filed Under: Talent, Thought Leadership Tagged With: Executive Compensation, Salary Study

Tina Postel Cares About Food Access

April 22, 2020 by joshjacobson

Originally published in ‘The Biscuit,’ Charlotte is Creative’s digital news magazine.

Tina Postel is up early. Really. early.

As Executive Director of Loaves & Fishes, a food access nonprofit for people experiencing a short-term crisis, Postel has been working overtime to meet an explosion of need.

This week marks one month since Mecklenburg County issued the ‘stay at home’ order to help stop the spread of COVID-19. Statewide, more than 630,000 unemployment claims have been filed in the past month. The ripple effects of the pandemic have hit the hardest for those who have always been just a paycheck away from financial distress.

“Our mission is to provide a week’s worth of nutritious groceries to people facing economic hardships,” Postel said. “And ‘economic hardship’ is a massive understatement for what our community is currently experiencing.”

Going Mobile

Like most nonprofits, Loaves & Fishes was challenged by COVID-19 to rethink the delivery of services.  The organization’s Client Choice model typically allows clients to select groceries that their family is most likely to eat at a network of more than 40 emergency food pantries located through Mecklenburg County. But, with the onset of the pandemic, the organization made the hard decision to close its full-size pantry locations to prevent further spread of coronavirus.

Instead, the organization kicked off mobile pantry operations two weeks ago, switching to a drive-thru style approach that serves clients while reducing personal contact.

According to Sue Bruce, Marketing and Events Director for Loaves & Fishes, the decision was one of many Postel has handled with integrity and determination.

“From the very beginning of the COVID-19 crisis, Tina has been thinking two steps ahead,” Bruce said. “With the safety of our clients and volunteers at risk, she did not hesitate to make the bold and difficult decision to close down our ‘brick and mortar’ pantries and completely switch our operation to ‘drive-through’ style mobile pantry distribution sites.”

The decision came with some downside. Referred clients would not be able to choose their own food items. Instead, they receive a prepacked box with a seven-day supply of food.

“This was a painful pivot,” Postel said. “Client choice is at the heart of our organization but we have to play the hand we’re dealt and making sure we serve the public in a safe and effective way means making these types of tough calls.”

“Lovingly Disruptive”

Transitioning to an all-mobile distribution model may have been difficult for Loaves & Fishes over the last month, but it likely would have been impossible when Postel first came to the organization in 2016.

Over the last four years, she has helped Loaves & Fishes embrace technology including the migration to a cloud database system, adoption of a Voice Over Internet Protocol (VoIP) phone system and deployment of a digital referral platform. The switch to mobile operations has relied heavily on the ability of staff and volunteers to be in touch remotely.

These modifications to standard operating procedures were not easy changes to make in a nonprofit that had been ‘doing it our way’ for a long time, particularly one that relies heavily on older volunteers. However, this digitization looks downright prescient given the challenges the community is facing with COVID-19.

“I guess you can say that I am a ‘lovingly disruptive’ leader,” Postel said. “But every time we considered a new way of doing things, if we could justify that it would help us feed more people in need, our staff and volunteers got behind it because we are all incredibly client-first minded.”

Due in part to the organization’s rapid deployment of its all-mobile distribution system, Loaves & Fishes has been the beneficiary of two rounds of support totaling $400,000 from the COVID-19 Response Fund, a critical needs fund administered through a partnership between Foundation For The Carolinas and United Way of Central Carolinas, in close coordination with the City of Charlotte and Mecklenburg County.

Leadership

According to Loaves & Fishes board member Kathleen Kaney, Postel is the right person to be leading the organization during this time of increased community need.

“Tina’s talents are many and we were so fortunate to add her leadership to an already strong organization,” Kaney said. “Tina’s ability to connect to other organizations fighting hunger so our work is aligned, contemporary, multiplied and not duplicative has really served not only Loaves & Fishes, but our entire community.”

Postel joined Loaves and Fishes from United Way of Central Carolinas where she worked in major gift fundraising. Prior to relocating to Charlotte, she served as CEO of the Billings Montana Family YMCA. Throughout her career, a commitment to ‘walking the walk’ has earned her the respect of those she manages.

“Tina’s leadership style is very hands-on,” Bruce said. “She has been out there on the front lines, working each and every mobile pantry to make sure they worked smoothly so that as many people could receive food as safely and efficiently as possible.” She concludes: “She isn’t asking her staff or volunteers to do something she hasn’t already done herself.”

Taking a Leap of Faith

Postel acknowledges that working in the trenches of a human services nonprofit is not for everyone, but suggests the following for those who feel a longing to live a life of purpose:

  1. Consider the “emotional paycheck” a job in social good can provide; often it’s the most important fringe benefit.
  2. Find a nonprofit that speaks to you personally, one that makes you want to ‘show up’ every day.
  3. Assess your skills and capacities to find alignment with a position that is a good fit, and keep in mind that a nonprofit mission is only successful when everyone works collaboratively. There are no ‘small roles’ in the nonprofit model.
  4. If a job in a nonprofit is not a good fit for you, do volunteer work instead – find a way to give back.

In his “Cares About” series, guest contributor Josh Jacobson highlights staff leaders in Charlotte’s nonprofit sector who are shaking things up and making an impact. Josh is the founder and managing director of Next Stage, a Charlotte company that works with nonprofit organizations to develop game-changing strategies and strengthened operations in service to mission and long-range vision. 

Filed Under: Talent

How Interviewing Has Changed (and Stayed the Same) in the COVID-19 Era

April 1, 2020 by nextstage

COVID-19 has required us all to adjust to a new operating procedures. Those of us who can work from home are getting settled in to a remote working routine. And while many organizations are still committed to hiring, the process itself has shifted dramatically. Phone and video interviews have replaced the preferred in-person interview and requires us all to make adjustments. For candidates, it is still important to be professional, prepared and put your best self forward – but from home.

Everyone is adjusting and should be understanding about these unusual circumstances. Still, interviewing from home may require a closer look at some key areas to be as prepared as possible:

Your Environment

A dedicated workspace is important for an interview. While you may work from a couch at other times during the day, during an interview you will want to be able to sit up straight (and not rest your computer on your knees). Ideally you will have a desk or table to rest your computer or device. Make sure the camera and screen are positioned to allow a clear, professional angle and view of the interviewer(s) on the screen. 

Be mindful of your background and what interviewers may be able to see when the camera is on. If you are near a window, make sure shadows are not distorting the view maps to help correct any lighting issues.

Your Technology

If the interviewing platform is new to you, practice using it before the interview. For example, if you have not previously used Zoom (or a similar video conferencing platform), set up a free account and hold a practice video meeting with a family member or friend. This will allow you to make sure the platform is working correctly and become familiar with the audio/video features before your interview begins. It is still entirely possible that the video connection does not work so make sure the interviewer has your phone number as a backup.

Even if you are familiar with the interview tool, plan to “arrive” early to be able to deal with any technical glitches before the interview begins. Mute on-screen notifications and ringers and make sure your headset is untangled. Now take a deep breath and smile!

Your Engagement

While interviewing remotely, it is still important to actively engage with your interviewer. Prepare for an interview as you normally would. If you usually bring a notebook and copy of your resume, have those materials handy. Have a glass of water within reach.

Try to make eye contact with your interviewer. This may require you to look at your camera rather than images of your interviewer. This may take some practice.

If your remote interview is by phone, it may be helpful to pull up your intervewer’s LinkedIn profile and glance at their picture during the interview. This can help maintain your focus during the conversation.

Practice self-care during these extraordinary times. Make sure you are getting enough sleep to be able to present your best self during the interview.

Final Thoughts

While many aspects of the job search process are different right now, remember that the purpose of the interview remains the same. The organization/interviewer is interested in learning more about your background and skills and what qualities and capabilities you could bring as a potential member of the team. We are all in this together and your (remote) interview is a valuable way to establish meaningful connections and put your best foot forward – even while wearing bunny slippers at home!

Filed Under: Talent

Kris Reid Cares About the Local Food System

March 20, 2020 by nextstage

The article below was published by The Biscuit as a part of Josh’s new series highlighting staff leaders in Charlotte’s nonprofit sector who are shaking things up and making an impact. You can find it, here.

“You know what’s more contagious than [coronavirus] … Fear is way more contagious.” – Kris Reid

Calling it a crisis would be putting it mildly.

Kris Reid is fielding calls and e-mails from chefs, restaurant owners and farmers from across the Charlotte region. On Sunday, Mecklenburg County declared a state of emergency after two additional residents tested presumptively positive for COVID-19. Based on the empty seats in countless eateries over the weekend, this declaration was not a surprise to her.

As Executive Director of Piedmont Culinary Guild, Reid is committed to building the local food economy. Her nonprofit is a grassroots effort serving as a hub for professionals in the local food community, kind of like the organizational embodiment of “farm to fork.” By sharing resources, educating consumers and establishing regional recognition, Piedmont Culinary Guild aims to shine a deserving spotlight on Charlotte’s growing foodie scene and all of the people that help make it prosper.

Unfortunately, it is a scene under direct attack.

“We already have members seeing 50-80% drop in business [due to COVID-19],” Reid said. “This is catastrophic not just for businesses, but for the number of hourly wage earners that will be effected.”

FROM CHEF TO CHIEF EXECUTIVE

There is no better phrase than “if you can’t stand the heat, get out of the kitchen” to describe Reid’s approach to crisis management. She is a woman on a mission and she does not suffer fools.

PHOTO CREDIT: PIEDMONT CULINARY GUILD

“You know what’s more contagious than [coronavirus],” Reid posted on her Facebook wall. “Fear is way more contagious.”

Like the expeditor at an upscale restaurant, ensuring communication between the kitchen and servers, Reid has flexed into a role as a voice of common sense during a time of uncertainty for the Charlotte region. It is an advocacy role she has spent more than 15 years developing after tragedy nearly upended her life.

In June 2004, Reid was hit by a truck while walking to language class while living in Mexico. She had already left a career in accounting to pursue her passion for cooking. While recovering from that major injury, Reid applied to be in the inaugural class of students at Johnson & Wales University as it opened its Charlotte campus. A few years later, she had her culinary degree and walked the stage for graduation, a feat that doctors were not sure she would be able to do just a few years earlier.

Resiliency in the face of challenges is a big theme in Reid’s life. Following graduation, her thriving catering business had to close in less than 60 days due to the onset of the economic downturn in 2008. She founded Piedmont Culinary Guild four years later as a natural progression of volunteerism and engagement with local food system champions.

The organization now boasts 300+ professional members including chefs, farmers, food artisans, brewers, winemakers, food provisioners, culinary educators, and related full-time food professionals. The organization also features many business members as well as a supportive community of local food supporters called Tastemakers. Reid was able to take a salary as Executive Director for the first time in 2019 and the organization was on an upward swing in the first quarter of 2020 before COVID-19.

“OF COURSE, WE HAD AN EVENT”

PHOTO CREDIT: PIEDMONT CULINARY GUILD

Last Wednesday, March 11, Piedmont Culinary Guild shared the bad news with its constituents: its annual Food & Beverage Symposium scheduled for Sunday of this past weekend had been canceled. Host site Johnson & Wales University curtailed all events with attendance of 50 or more. Months of hard work and planning had gone into lining up compelling workshops, seminars and demonstrations for the daylong event.

While Reid admits she was “pretty bummed out,” she knows that wallowing in self-pity is no way to demonstrate leadership. She was out at farm stands over the weekend, encouraging people to “shop local” as social distancing to fight COVID-19 has the unintended consequence of harming the livelihoods of people who make the local food chain possible.

“We aren’t exactly novices at crisis management,” Reid notes. “The industry has seen countless viral outbreaks, the challenge of 9/11 and a Great Recession.”

Reid’s leadership is critical at this important time. She projects a chef’s confidence in making decisive moves on behalf of her colleagues while also channeling her passion as an advocate for the local food system. It is this mixture of heart and determination that sets her apart from other founder-led nonprofits in the Charlotte community. One walks away from a conversation with Reid knowing that she will do everything she can to overcome any challenge.

“We will come back from this, but the brakes aren’t just being pumped, they are being slammed-on in terms of how quickly our culinary scene was growing,” Reid said. “I think it depends on how long this goes on.”

GET ACTIONABLE

Reid’s advice for how you can help:

  • “People need to support these local businesses in any way they can, buy buying gift cards or ordering food to-go from their favorite restaurants.”
  • “Becoming a Tastemaker is one way to support PCG as it works with its membership to build and execute a recovery plan. A modest monthly commitment makes a big difference.”

Filed Under: Talent

Banu Valladares Cares About Spanish-Speaking Children

February 19, 2020 by nextstage

The article below was published by The Biscuit as a part of Josh’s new series highlighting staff leaders in Charlotte’s nonprofit sector who are shaking things up and making an impact. You can find it, here.

Banu Valladares is on fire.

Prepping for an important board meeting, she knows Charlotte Bilingual Preschool’s future will be determined in that room with the adoption of a game-changing new strategic plan. A task force of board members and staff had worked for months to think through how to increase impact and now it was go-time.

It was the most important vote of Valladares’ 2+ year tenure as executive director of Charlotte Bilingual Preschool. For over two decades, the preschool has provided innovative, two-generation solutions preparing Spanish-speaking children for success in life.

“My StrengthsFinder strengths are strategic thinking, maximizer and positivity,” Valladares shares later. “So, needless to say, I was ready for that conversation.”

‘THOUGHT ROCKET’

Full disclosure: I am the consultant who worked with Charlotte Bilingual Preschool on their recent strategic planning effort. It was one of the most ambitious and inspirational efforts of my career.

The opportunity to partner with the organization was a no-brainer, since I sourced Valladares for the executive director role in the first place.

In 2017, the preschool hired Next Stage to help find the next leader of their organization and truth be told, it did not go very well at first. As told to me by Claire Tate, a child advocate and civic leader who has served as a longtime board member for the organization. Her initial opinion of our work was not all that strong.

Next Stage always starts by engaging the board of directors in order to understand the must-have qualities they are seeking in a successful candidate. In this case, the initial priority of the board was finding someone with deep experience in preschool education. Sourcing a Latinx candidate who reflects the community served, while important, was considered a lower priority.

Boy, was that the wrong direction.

When it became clear to all of us that a Latinx candidate with a varied social good background that includes education would be considered favorably, one name came immediately to mind: Banu Valladares. She wowed the search committee.

Valladares came to Charlotte Bilingual Preschool from the NC Humanities Council where she worked in program and grants administration, partnership-development and special collaborations. Before that, she worked for the NC Arts Council in a number of program management roles. She had also served as an interim principal for Charlotte-based Community Charter School and, for many years, as a translator developing school recruitment materials, arts-integrated learning and creative curriculum.

The search committee started by prioritizing practical experience of teaching in a preschool setting. In the end, they landed a courageous futurist, sometimes called a ‘thought rocket,’ who sees her work, in partnership with her board, as a crusade to empower families.

And everyone who meets Valladares loves her. This is not hyperbole.

STEPPING UP

Scoring a meeting with Mecklenburg County Manager Dena Diorio is no easy task. In a town of busy people, she is one of the busiest. Her time is precious. Getting an hour with her and her team to unpack Charlotte Bilingual Preschool’s new strategic plan was quite a coup.

And, Valladares was ready. As she starts speaking, she was choked up. The importance of the conversation she was having came with it a rush of emotions. It was clear that she felt (and feels) deeply, almost spiritually committed to bringing more resources and programming to Charlotte’s growing Spanish-speaking community.

“I see this work as a legacy, for all of us, a legacy of impact we can all be proud to have set in motion,” Valladares said.

Charlotte Bilingual Preschool currently serves roughly 150 students in classrooms annexed to the organization at Hickory Grove Elementary School in East Charlotte. But, the need in the Charlotte community for dual-language early education is great. More than 3,000 Spanish-speaking children who enter kindergarten without the benefit of preschool every year.

That was the reason for the meeting with Diorio, to discuss new strategies for reaching radically more youth annually. Without giving too much away as the organization works to formalize the plan into action, the meeting went very well.

Claire Tate was in the room, as well. She has seen the preschool grow from an idea into one of Charlotte’s most admired nonprofits. Watching Tate and Valladares in action, it’s clear that they are aligned as crusaders.

“In public meetings, she speaks with passion and confidence, always impressing her audience,” Tate said. “Banu has been a wonderfully effective leader.”

A BEAUTIFUL VISION

The preschool’s Board Treasurer, Manuel Arrese, sees Valladares’ leadership as essential to making this more ambitious internal culture a reality.One of the most significant changes at Charlotte Bilingual Preschool over the last two years has been the addition of more Latinx leaders to its board of directors, now representing 50% of governance. This shift was meaningful to the recent strategic planning effort. It was critical to transforming the preschool from a development culture of modest growth and responsible stewardship into one of responsible risk-taking.

“Banu dreams and shoots for the moon, inspiring her team while at the same time developing concrete plans to meet annual goals,” Arrese said. “She aligns her team and demands of them what she demands of herself: dedication and high performance.”

Disrupting the status quo is a part of what makes Valladares such a dynamic leader, and she backs it up with thoughtful approaches to change management grounded in ‘what could be.’ As a Latinx leader, she is uniquely well-positioned to take an organization like Charlotte Bilingual Preschool to the next level.

“Charlotte is a city that has had a number of challenges in recent years with regard to racial harmony and building equity,” Valladares said. “Now imagine Charlotte being synonymous with best-in-class dual-language early education, to be known for that nationally.”

“Just picture it,” she concludes.

A beautiful vision indeed.

Filed Under: Talent

John Searby Cares About Water

January 9, 2020 by nextstage

The article below was published by The Biscuit as a part of Josh’s new series highlighting staff leaders in Charlotte’s nonprofit sector who are shaking things up and making an impact. You can find it, here.

Spend any time with John Searby, Catawba Riverkeeper Foundation’s newish Executive Director, and you will understand what a game-change he is to the nonprofit sector. You might also get an invite to kayak with him when the weather warms up.

Searby, who lives with his family on Like Wylie, loves everything outdoors. That passion coupled with a diverse background that includes coaching, fundraising, sales management, marketing and design makes him a unique talent in a nonprofit sector that tends to value direct experience over skills developed in different industries.

I first met him during the sales management phase of his varied career when he made a huge impact on Carolina Raptor Center’s Quest capital campaign to build a new nature center at Latta Nature Preserve. Then with Adams Outdoor and a board member at the Raptor Center, Searby repositioned the pursuit of corporate sponsorship as an opportunity for those businesses, seeing the 100,000+ visitors the new Center will attract as a marketing opportunity. His efforts significantly moved the needle as Charlotte Metro Credit Union signed on as a lead sponsor.

“If you’re willing to think differently, the whole world opens up,” Searby said.

BETTER TOGETHER

Looking at things a little differently is Searby’s thing. Hired as the head of Catawba Riverkeeper in April of this year, he sat down with me this past summer to share how things were going.

“I don’t understand why there isn’t more collaboration between the environmental organizations in Charlotte,” he said at the time.

Given his can-do attitude, it’s not surprising that I would find myself in the audience for a December convening of every major environmental organization in Charlotte just a few short months later. Searby served as moderator and convener for an event that took place on a stage in the beautiful new Dimensional Fund Advisors building in South End.

Participants included many recent transplants to the Charlotte area who work at Dimensional, a company that announced its intent to expand to Charlotte in 2015 and only recently unveiled their new headquarters. A mix of mostly Millennial and young Gen X employees, the audience was exactly the constituency so many of the environmental organizations represented struggle to reach.

Throughout the presentation, a resonating theme emerged: While each organization focuses on a different aspect of the environment, their missions are incredibly intertwined.  And yet, when an audience member asked where someone can go to get more information about the nonprofits in the room, the panel struggled to suggest even one website that modeled that.

“I hope our meeting tonight sparks something,” he said that night. “Younger generations don’t want to be a part of just one of us, they want to be a part of all of us.”

EMBRACING A START-UP MENTALITY

Throughout his career, Searby has demonstrated an entrepreneurial mindset, tackling business challenges through the lens of creativity and innovation. Those skills were very much needed as he took over the reins of Catawba Riverkeeper Foundation at an important inflection point. The organization’s board empowered him to conduct an informal assessment and put a plan into action.

Searby’s goals for Catawba Riverkeeper Foundation are to make it more sustainable, community-focused and poised for growth and innovation. In less than a year, the organization’s membership has increased by more than 20%, new partnerships with the private sector are in the works and the staff and board are re-energized following a facelift to their job descriptions that they led themselves.

“Walking the walk” with his staff was an important component of Searby’s first 90 days on the job. Coming from the private sector, it was vital for him to show that he was fully committed to the mission. That meant rolling up his sleeves and leading by doing.

There is no question Searby took a sizable salary hit when he left the private sector to — as he puts it — “follow my personal passion beyond the logical end.” Having spent two decades working in a variety of sectors and companies, he spent time unpacking what he wanted out of his remaining years in the workforce and determined to align his personal and professional passions.

ADVICE FROM JOHN ON REALIGNING YOUR CAREER

Searby’s advice for those considering their own realignment into a career in the social good sector:

  1. Pursue your passion – find that thing that makes you excited to wake up each morning. As corny as that sounds, it makes all the difference.
  2. “What you’re good at is more important than what you do,” Searby said. Think about your transferrable skills, not just your job title or direct experiences. Nonprofits need capable professionals who are talented in a number of ways – understand what you bring to the table.
  3. Network as much as possible to see if you really want to commit to the change. This is more than a career change; it is truly a lifestyle change and you need to consider that from all angles.
  4. Serve on the board or a committee of a nonprofit organization. There is perhaps no better way to understand the inner workings of a nonprofit than to serve in a governance role for one.

Interested in learning more about Catawba Riverkeeper Foundation? Check them out as a part of an upcoming Local Water Symposium in conjunction with the Queens University Learning Society on February 26.

Filed Under: Talent

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