Invested at Work

Invested at Work: Off the Cuff With Rachel Ulep

How can equity compensation leaders get legal and compliance to say yes to creative ideas?   Rachel Ulep has answers.   As eBay’s Director of Global Stock and Equit

Whimsy in the Workplace: How eBay Gamified Equity and Compliance Training

How can global enterprises transform complex compliance and equity education into high-impact employee engagement? Discover the innovative playbook Rachel Ulep uses to r

Invested at Work: Off the Cuff With Atish Davda

Is it harder to manage an employee who has no equity or someone who's a millionaire on paper?   Atish Davda, Head of Private Markets and EquityZen, reveals his takes on

How EquityZen Is Breaking Open Private Markets With Co-Founder Atish Davda

What happens to employees at private companies when years, or even decades, pass before a liquidity event? Atish Davda, Head of Private Markets and EquityZen, has created

Invested at Work: Off the Cuff With Aaron Schumm

What is the one critical thing your employees care about deeply that you might be completely overlooking? This is Invested at Work: Off the Cuff. Unscripted and top-of-m

Savings Solutions and Scaling Strategies With Vestwell’s Aaron Schumm

“You're taking a 50-plus-year-old industry and flipping it on its head and saying, ‘We're going to redo this from the ground up.’”   Aaron Schumm, founder, CEO and cha

Introducing: Invested at Work Season 4

As companies scale, how can they keep employees engaged and rewarded? In this season of Invested at Work, we explore how total compensation strategies make all the differ

How We Really Feel About AI: Voices From the Workplace [Bonus Episode]

AI is changing the way we work—and fast. But beyond the headlines, how are people really using it in the workplace? And how do they feel about it? In this special bonus

Designing Equity Compensation Plans That Drive Engagement With Asana’s Christine Zwerling

Equity compensation can be a powerful tool to engage and motivate employees, but only when they understand its value. With over 25 years of experience in stock plan admin

Financial Well-Being for Today’s Executives With Morgan Stanley’s Liz Dennis

  Executive titles don’t guarantee financial clarity. That’s what Liz Dennis, Managing Director and Head of Global Client Coverage at Morgan Stanley, finds in her work w

Before the Bell: Insights on Private Companies and Founders With Carta’s Henry Ward

The best CEOs know how to hold the long-term vision—while building the structure and discipline needed to scale sustainably. That’s according to Henry Ward, Founder and C

Rebuilding Employee Engagement With Gallup’s Ben Wigert

Employee engagement is at its lowest point in nearly a decade, but the opportunity to reconnect has never been greater. That’s according to Ben Wigert, Director of Resear

AI and the Future of Workplace Benefits With QuantUniversity’s Sri Krishnamurthy

AI literacy in the workplace must evolve into AI fluency—and fast. That’s the message from Sri Krishnamurthy, fintech and data science educator and founder of QuantUniver

ESPP Trends With Carver Edison’s Aaron Shapiro

Employee stock purchase plans (ESPPs) aren’t just a workplace perk; they’re a wealth-building tool with the potential to change lives. That’s according to Aaron Shapiro,

State of the Workplace 2025 With SHRM’s Johnny C. Taylor, Jr.

Today’s workplace realities are rewriting the HR playbook. That’s according to Johnny C. Taylor, Jr., CEO of SHRM, the Society for Human Resource Management, and their 20

Broad-Based Employee Ownership With KKR’s Pete Stavros

What’s the most important asset a company has? Its people, according to Pete Stavros, Co-Head of Global Private Equity at KKR and Founder of Ownership Works. Pete knows

Equity Story Hour: Part 2

In part two of our Equity Story Hour series, recorded live at our annual Thrive Conference, equity plan managers share the real stories that have shaped their approach to

Equity Story Hour: Part 1

When employees realize the value of their equity compensation, it can be life-changing—for both themselves and their families. On this special episode of Invested at Wor

Building Better Equity Plans With Infinite Equity’s Robyn Shutak

How can you build an equity compensation plan that is easy to understand, empowers your workforce on the path to their goals and supports them throughout their employee l

Private Market Trends With Norwest Venture Partners’ Teri McFadden

With more than two decades of experience helping lead private companies to exits, Teri McFadden of Norwest Venture Partners has her pulse on the latest private market tre