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Workplace Financial Benefits Podcast | Morgan Stanley at Work

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Workplace Financial Benefits Podcast | Morgan Stanley at Work For Employees For Employers Role Selection For Employees For Employers Region Americas United States Canada English Canada French Log In Employee Employer Log In Employee Employer Our Solutions Our workplace financial solutions deliver powerful tools, guidance and education to help your company and your employees thrive. Equity Solutions for Private Companies Equity Administration Liquidity 409A Valuation View More Solutions Equity Solutions for Public Companies Equity Administration Financial Reporting Global Intelligence View More Solutions Retirement Defined Contribution Consulting Small Business Retirement Plans Fiduciary Investment Oversight Deferred Compensation Recordkeeping and Plan Design Portfolio Construction Wealth Management Services Financial Wellness Education Financial Guidance Perks Saving and Giving Charitable Giving Education Financing Executive Services Equity Compensation Services Equity Award Analysis Specialized Solutions Your Business We deliver financial benefit solutions tailored to the needs of your workplace—from startup to enterprise, venture capital to law firm. Private Company

Grow with confidence and build a culture of excellence with solutions tailored to private companies.

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Find the right financial benefit solution—one that fits your company’s needs and builds the confidence of every employee.

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Discover equity solutions that adapt to the diverse needs of your clients or portfolio companies.

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Learn how our offering can help your company and employees thrive at each stage of the financial journey.

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Learn more about our Thrive conference. Explore regional forums, and access insights from previous events.

Thrive 2025 Insights Insights Discover ideas, tips and best practices to evolve your workplace and your benefits. View All Insights Trending Topics Financial Wellness Explore strategies for developing a more financially confident workforce, to help your employees at any stage of their financial journey. View topic Equity Compensation Discover fresh ideas and unique perspectives on liquidity and equity compensation strategies to help motivate your employees and fuel your company’s next stage. View topic Diversity & Inclusion A diverse workforce has diverse needs—learn how to support your employees across a variety of backgrounds. View topic Invested at Work Podcast Our podcast tackles the complex world of workplace financial benefits to help companies empower their employees. Listen in. View topic Latest Insights State of the Workplace 2025 With SHRM’s Johnny C. Taylor, Jr. Equity Compensation Client Spotlight: MongoDB: Automating Equity Tax Calculations Market Trends State of the Workplace 2025 Financial Benefits Study View All Insights Get In Touch CLEAR Podcast This is Invested at Work. Listen in. On this podcast, we’ll talk about what we’ve learned from the past. And how you can provide your organization with some much-appreciated clarity and education around workplace financial benefits. Apple Spotify Season Three Episodes: Invested at Work Season Three How We Really Feel About AI: Voices From the Workplace Invested at Work Season Three Designing Equity Compensation Plans That Drive Engagement With Asana’s Christine Zwerling Invested at Work Season Three Financial Well-Being for Today’s Executives With Morgan Stanley’s Liz Dennis Invested at Work Season Three Behind the Bell: Insights on Private Companies and Founders With Carta’s Henry Ward Invested at Work Season Three State of the Workplace 2025 With SHRM’s Johnny C. Taylor, Jr. Invested at Work Season Three Rebuilding Employee Engagement With Gallup’s Ben Wigert Invested at Work Season Three AI and the Future of Workplace Benefits With QuantUniversity’s Sri Krishnamurthy Invested at Work Season Three ESPP Trends With Carver Edison's Aaron Shapiro Listen To Our Past Seasons Season Two: 1. 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 trends.

 

Teri sits down with our host Rodney Bolden, Executive Director, Head of Industry Engagement and Learning for Morgan Stanley at Work, to help paint a picture of the current landscape and how employers can effectively manage their staff along the path to liquidity, including some creative levers they can pull to navigate extended exit horizons, what they might be overlooking when preparing for an IPO and more.

 

2. 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 life cycle?

 

With over 20 years of experience working on equity plans, including a stint at the National Association of Stock Plan Professionals, Robyn Shutak of Infinite Equity has spent her career helping employers do just that. Robyn joins the Invested at Work podcast to discuss how to build a compelling equity compensation program and the importance of clear and proactive education to get that program in front of employees.

 

3. 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 Work, recorded live at this year’s Thrive Conference, you’ll hear inspiring stories from several equity plan managers of how they were able to help employees use their company stock to fund their financial goals, including some employees who didn’t know they had these awards in the first place.

 

4. 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 managing equity compensation programs. Listen in for best practices that you can use in your own organization to help support your employees—inside and outside of work.

 

5. 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 that helping companies reach their full potential starts with an engaged workforce, and an ownership culture can be a big driver of that. In this candid conversation with host Rodney Bolden, Pete shares stories of how his father’s career as a construction worker impacts his own work today and his focus on building a better model of employee ownership.

 

Season One: 1. Employee Wellbeing During Uncertain Times

In his 35+ years as an HR leader, Morgan Stanley Senior Advisor Jeff Brodsky has seen his fair share of economic uncertainty. For the inaugural episode of Invested at Work, Jeff lends his insights on how to provide employees with flexibility, stability, and the support they need when times are tough. From a global pandemic to economic recession, learn how effective communication and strong leadership can help employees when they need it most.

 

2. Building an Ownership Culture

Equity compensation has always been a great way to align workforce and corporate incentives. Dee Crosby, Executive Director, Learning & Development at Morgan Stanley at Work, breaks down how stock plans and equity compensation can be a recipe for helping employees feel valued, while also providing them with the right incentives for long-term employment.

 

3. Supporting Employees in Turbulent Times

The only thing constant in life is change. From changing markets to challenging times, employees are always navigating change. When times are tough, it’s not just important to have strong workplace financial benefits, but to communicate them effectively as well. Cheryl Palmerini, Chief Administrative Officer for Global Human Resources for Morgan Stanley, sits down to cover how companies can provide resources to support employees during important periods of their lives, both inside and outside the workplace.

 

4. Multigenerational Views on Retirement and the Impact of SECURE 2.0

Did you know that for the first time ever, there are five generations of employees in the workforce? This range of demographics means your employees may have vastly different views on retirement. Managing Director for Morgan Stanley at Work, Tom Conlon explains how to address the multigenerational retirement needs of your employees, plus, how SECURE 2.0 may affect their retirement planning.

 

5. Manage and Adapt: Helping Employees Navigate M&A

A merger, acquisition or spinoff can be an exciting prospect for a growing business. But between new team members, policy updates, and benefits changes, it can also feel daunting to the employees affected by this major change. Kate Winget, Morgan Stanley at Work Chief Revenue Officer, offers her keys to success for getting employees to embrace change and adapt to your company’s next phase.

 

6. The Next Evolution of Financial Education

Whether they’re maintaining a budget, saving for retirement or preparing for major life events, you want your employees to feel supported in order to succeed. Personalized financial education programs can do just that. Jon Stinson, Executive Director, Morgan Stanley at Work Participant Experience Center of Excellence, explains how to provide your employees with targeted support in the moments that matter to them.

 

Explore Podcasts Across our Firm What our firmwide teams are doing to bring meaningful Insights to everyone.

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