The Shifting Paid Time-Off Paradigm with Rob Whalen, Co-founder and CEO of PTO Exchange
Play • 39 min

Rob Whalen is the Co-Founder & CEO of PTO Exchange, which converts unused paid time off into tangible financial assets, travel, or gifts.

He shares his aha moment and insights on how to look at how you should be looking at PTO.

Three things in this episode that we dive into.

1️⃣ How PTO Policies may be holding Diversity and Inclusion back

2️⃣ Creative ways to use PTO when you can cash them out

3️⃣ The Mirage, known as Unlimited PTO

Watch the full episode on YouTube


PTO Exchange




Twitter: @ptoexchange


Rob Whalen


Time Stamps:

00:00 PTO Exchange | Rob Whalen, Co-founder and CEO

01:39 Intro

03:51 Lessons from a Serial Entrepreneur

06:31 From Idea to Reality

08:35 Redefining the Perspective of PTO

10:03 Creating Equality and Inclusion with PTO

12:54 How We Look at PTO has Changed

15:45 Creative uses of PTO Value

17:30 Are Americans Using More or Less PTO

20:58 Using Accrued PTO for Employee Retention

23:33 The Unlimited PTO Mirage

27:15 Unlimited means less time off

30:50 PTO the Great Equalizer

32:51 ESG and PTO

36:12 Advice on PTO

36:49 Closing Thoughts

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PTO Exchange: The first platform that allows employees to self-direct the value of their unused paid time off (PTO) for other needs and causes.

Rob Whalen: the Co-founder and CEO of PTO Exchange, the first benefits platform that allows employees to self-direct the value of their unused paid time off (PTO) for other needs and causes. He is a serial entrepreneur that has over 25 years selling and developing software and hardware products, and a BA in accounting from Seattle University.

While building the company, Rob and his co-founder, Todd Lucas, found their mission was to enable flexibility into those benefits that employees earned but could not utilize. They also discovered that by enabling this capability and accountability, PTO Exchange created equity and inclusion for workers to be compensated for their accrued productivity creating a better benefit.

PTO Exchange officially launched in 2017 at the HR Tech Conference and quickly redefined the category in the HR space. The company was featured in top media outlets like Bloomberg and The Washington, was selected as a “Cool Vendor of the year” by Gartner in 2017 and awarded “Awesome New Technologies" at the Health and Benefits Leadership Conference in 2018.

Tedd Huff: President & Founder of Diamond D3, a professional services consulting firm focused on, global payments, and marketing. He is also a video podcast host and producer of Fintech Confidential and Head of Corporate Strategy at Corvia. 

Over the past 24 years, he has contributed to FinTech startups as an Advisory Board Member, Co-Founder, and Chief Experience Officer, providing strategic and tactical direction for Global Payments OpenEdge, Heartland Payments, Nuvei, and TSYS, among others, focusing on growth while delivering innovation, process improvements and user experience-driven value to simplify the complexity of payments.

Diamond D3, Media: A media creation, management, and production company delivering engaging content globally.

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