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In today\\u2019s episode, I chat with Rob Whalen, sales operation executive, entrepreneur, and the CEO / Co-Founder of PTO Exchange, a benefits platform that turns unused paid time off (PTO) hours into liquid assets that can be converted into things employees value \\u2013 retirement accounts, student loan repayment, travel awards, and charitable causes.

The organization\\u2019s innovative approach to employee compensation and wellness has been featured in the likes of Bloomberg News, The Washington Post, Fox Business News, and GeekWire.

With over 17 years\\u2019 of experience selling software through partner and channel operations, Rob is a master when it comes to strategically analyzing problems,\\xa0 increasing customer acquisition, and creating products that deliver a competitive advantage.\\xa0

The focus of our discussion was his work at PTO Exchange, where while building the company with his co-founder, Todd Lucas, they happened upon an opportunity to leverage previously under-utilized employee benefits. They discovered that by enabling this capability and accountability, organizations could create equity and inclusion for workers, and allow them to direct earned benefits to the causes that mattered most to them.\\xa0

Truly ahead of its time, the organization embraces employee empowerment wholly, and their thinking is very much with the trend. Employees are increasingly demanding financial agency, and whether its innovations like daily pay, or the option to leverage underutilized benefits, organizations are rising to the challenge with the help of leaders like Rob.\\xa0

I know I learned a lot in our brief time together, and I hope you enjoy our conversation, as much as I did recording it.


Rob Whalen

Rob Whalen is the Co-Founder and CEO of PTO, Inc. where he started the company with Todd Lucas from his house in Woodinville. He is a serial entrepreneur with a BA in accounting from Seattle University and over 25 years selling and developing software and hardware products. PTO Exchange was selected a \\u201cCool Vendor of the year\\u201d by Gartner in 2017 and was one of this years \\u201cAwesome New Technology\\u2019s\\u201d at the Health and Benefits Leadership conference 2018. \\xa0

His vision of the company is to address the workers of tomorrow with flexible, portable benefits.

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Matt Burns

Matt Burns is an award-winning executive, social entrepreneur and speaker. He believes in the power of community, simplicity & technology.

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