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Explore every episode of the podcast Beyond the Paycheck

Dive into the complete episode list for Beyond the Paycheck. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
What 50% benefits renewals mean for your paycheck08 sept. 202600:23:26

Summary
What happens when benefits renewal costs rise 15% to 50% while wages rise 3%? In this episode of Beyond the Paycheck, host Kelsey Willock Jones sits down with Chuck Heaton, Vice President of Human Resources and Chief Compliance Officer at Perma-Pipe, to talk about the "Armageddon year" brokers are warning about and whether it marks the beginning of the end of company-provided benefits. Drawing on more than 30 years in HR across textiles, retail, oil and gas, and manufacturing, Chuck shares why payroll errors are same-day emergencies for people living paycheck to paycheck, why the spouse or partner is often the real benefits decision maker at open enrollment, how a total rewards transparency play won a union over to company benefits, and what fiduciary responsibility really means for employees' retirement money. A candid conversation for HR, benefits, and finance leaders navigating the toughest renewal cycle in decades.

Chapters

00:00 Welcome and Chuck's path through 30 years of HR

03:05 A first paycheck at Shaw Industries and where the money went

05:00 Payroll errors are same day emergencies

06:55 The spouse is often the real benefits decision maker

07:45 Supporting the whole person without wasting benefits spend

09:30 The total rewards play that won over a union

12:05 The benefits Armageddon: renewals up 15 to 50%

15:35 Fully insured, self insured, and the stop loss squeeze

16:55 Financial wellbeing and a company's fiduciary duty

21:10 Staying current with brokers and peer networks

Takeaways

Benefits renewal costs are rising 15% to 50% this year while US wage increases sit around 3 to 3.5%, and the usual fixes of switching carriers and raising deductibles are running out of road.

Payroll errors are same-day emergencies, not next-cycle fixes, because employees living paycheck to paycheck face immediate rent, mortgage, and late-fee consequences.

The spouse or partner is often the real benefits decision maker, so open enrollment communication should reach the household through home mailers and sessions partners can attend.

Total rewards transparency changes behavior: showing employees exactly what the company spends on their benefits won a union over to company coverage.

Companies carry a true fiduciary responsibility for retirement money, from lowering 401(k) fees to educating employees on the real cost of loans and hardship withdrawals.

Connect with the Guest
LinkedIn: https://www.linkedin.com/in/chuckheaton/
Website: https://www.permapipe.com


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

What a culture program did that a 10% raise for 100,000 workers couldn't03 sept. 202600:25:51

Summary

How do you make a case for people programs when the spreadsheet won't back you up? In this episode of Beyond the Paycheck, host Kelsey Willock Jones talks with Kyle Taylor, Head of HR at Revature, about the one word definition of strategy he brings to every compensation conversation, the pendulum effect that quietly teaches employees to stop reading their own bonus plan, and what DHL funded that most companies only talk about. Taylor shares how DHL tied employee survey scores to every people leader's incentive plan, how a culture program did what a 10 percent raise across 100,000 frontline workers could not, and why he plants a flag with a pivot condition instead of asking for an open ended budget. Along the way: the paper route that never paid, the escalation committee for employees with no local advocate, and the AI shift he thinks HR leaders are least prepared for. A conversation for HR and total rewards leaders who have to sell an investment before they can prove it.

Chapters

00:00 Introduction, Revature, and the hire, train, deploy model

02:30 A paper route, a missing paycheck, and a lesson in getting it in writing

03:45 Strategy is tradeoffs, and most comp decisions hide them

05:05 The escalation committee for associates who fall through the cracks

07:15 What DHL got right, employee survey scores in every manager's bonus

09:00 Teaching 100,000 people why the package matters

11:30 Making the case for engagement when the spreadsheet won't

14:25 The bonus pendulum and the seven goal trap

17:55 Financial wellbeing at the individual and population level

20:30 The AI manifesto and the shift HR isn't ready for

Takeaways

-Strategy is just tradeoffs, and the job of HR in a compensation conversation is to make those tradeoffs visible so the decision gets made eyes open rather than by instinct.

-Bonus plans swing on a pendulum, from revenue to gross profit to contribution and back, and from two big KPIs to seven small ones, until the plan stops moving the needle entirely.

-The real cost of an annually shifting bonus plan is not plan design, it is that employees learn to tune out, and compensation feels personal in a way that other policy does not.

-DHL made employee survey scores part of the incentive plan for every leader with direct reports, which turned engagement results from an unread report into something leaders competed over.

-Ask for a bounded bet instead of a belief system: set provable assumptions, plant a flag on what improvement looks like, and commit to pivoting if it does not land.

Connect with the Guest

LinkedIn: https://www.linkedin.com/in/kyletaylor-1/

Website: https://www.revature.com


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

The Game Boy rule: how DaBella teaches delayed gratification at work01 sept. 202600:20:43

Summary

Jeremy Stick, CHRO at DaBella, joins host Kelsey Willock Jones on Beyond the Paycheck to trace a line from his first paycheck, $2.35 an hour washing dishes in a junior high cafeteria, to the way he builds benefits education and development strategy for twenty six hundred employees across twenty eight states. The conversation covers why he trains people so they can leave and then treats them well enough to stay, how he uses regrettable turnover to make the financial case for people programs when the spreadsheet does not obviously support it, and why the moment someone gets a raise is the single best moment to talk to them about money. Along the way he unpacks how he takes the fear out of high deductible plans and HSAs with a simple Excel breakdown, a wellness program that went sideways, and why he thinks the return to office shift is going to trigger a talent war most HR leaders are underestimating. Built for CHROs, HR leaders, and total rewards teams who want practical language for defending people investments and teaching financial wellness in a workforce focused on right now.

Chapters

00:00 Introduction

00:42 Meet Jeremy Stick, CHRO at DaBella

01:52 The first paycheck and the first Game Boy

02:53 Why delayed gratification drives benefits education

04:11 Stumbling into HR from educational psychology

06:02 Train them so they can leave

07:02 Measuring regrettable turnover

09:14 A wellness program that spiraled

11:10 Taking the fear out of HSAs and 401(k)s

13:56 Lifestyle creep and the raise conversation

16:20 The return to office shift

19:12 My name is Jeremy, not HR

Takeaways

-Train and develop people so they could leave, then treat them well enough that they stay, and call it a graduation when the next step genuinely is not available internally.

-Track regrettable turnover as its own line, then price the six month lag of three months to backfill plus three months to ramp, including the load it shifts onto remaining employees.

-Take the emotion out of benefits by showing the math, breaking down premiums, a worst case out of pocket cost, HSA contributions, and tax deferment in a simple spreadsheet.

-Catch employees at the raise, because the highest leverage financial advice is to keep spending where it was rather than scaling it to the new salary.

-A 401(k) is a time horizon problem before it is a knowledge problem, so frame it as the Game Boy later instead of the candy now.

Connect with the Guest

LinkedIn: https://www.linkedin.com/in/jeremystick/

Website: https://www.dabella.us


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

Start With a Smile: Why Saving $2,000 on an Offer Costs You More27 août 202600:20:46

Summary
What if the most valuable benefit in your package is the one without a line item? In this episode of Beyond the Paycheck, host Kelsey Willock Jones sits down with Robert Lazenby, Senior Director of Total Rewards at Hays, to explore why flexibility beats richer perks, why financial stress is a business issue disguised as a personal issue, and why the next decade of benefits belongs to healthcare savers rather than healthcare consumers. Bob shares his path from frontline sales to total rewards, the story of a denied healthcare bill stuck to an employee's refrigerator, and how Hays is using HSAs, auto-enrollment, and year-round communication to build real financial security. A candid conversation for HR and total rewards leaders rethinking what support for the whole person actually means.

Chapters

00:00 Welcome and introduction

01:45 From frontline sales to total rewards

03:05 First paycheck and a first lesson in money

04:15 Start them with a smile

06:15 Flexibility as the most valuable benefit

10:15 A wellbeing experiment that backfired

13:10 Financial stress as a business issue

15:50 HSAs and financial education at Hays

17:55 The shift to healthcare savers

20:15 Final thoughts beyond the paycheck

Takeaways

-Flexibility is one of the most valuable benefits an organization can offer because it gives employees more capacity in their lives without adding cost to the business.

-Financial stress is a business issue disguised as a personal issue, affecting engagement, productivity, retention, and wellbeing.

-HSAs are among the most underutilized and least understood financial vehicles, especially for younger workers, and can build long-term wealth when funded early and invested.

-The next five to 10 years will bring a shift toward helping employees become healthcare savers rather than just healthcare consumers as traditional plan costs become unsustainable.

-Year-round communication, auto-enrollment, and easy enrollment are what turn benefits from November decisions into tools employees actually use.

Connect with the Guest
LinkedIn: https://www.linkedin.com/in/boblazenby03/
Website: https://www.hays.com


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

When the Best Benefits Can't Be Justified by a Spreadsheet25 août 202600:28:17

Summary
What do you do when the best benefits can't be justified by a spreadsheet? In this episode of Beyond the Paycheck, host Kelsey Willock Jones talks with Ann Meyers Piccirillo, CHRO of JDA TSG, about growing a company from 100 to 13,000 employees and building benefits for a workforce most benefits systems forget. Ann shares her case for strategic ROI alongside quantitative ROI, told through the surprise success of grandparent leave; the concierge healthcare experiment that went unused for two years and what its failure revealed about what employees really want; and the cafeteria-style healthcare plan she's building for seasonal workers, anchored in telehealth. A conversation for HR and benefits leaders who want to design for the people they actually employ.

Chapters

00:00 Introduction and meet Ann Meyers Piccirillo

01:45 A paper route and a first paycheck spent on candy

03:30 Opening doors for a seasonal workforce

06:45 Telehealth and building a cafeteria plan

09:45 Grandparent leave and meeting people where they are

12:00 Strategic ROI vs the spreadsheet

14:45 The benefits experiment nobody used

18:15 Positioning back office teams as revenue drivers

21:45 AI as a coworker, people as the differentiator

25:15 Tap yourself: don't wait for permission

Takeaways

-Strategic ROI belongs alongside quantitative ROI: benefits like grandparent leave cost money and return nothing measurable, yet convert into productivity, loyalty, and referrals over time.

-Fight for the benefits you believe in before the financial return shows up, because strategic return translates into financial return.

-A concierge discount healthcare package went essentially unused for two years because employees didn't want to be their own benefits broker; they wanted a traditional, trusted network model.

-Negative feedback is the clearest signal you'll get: people speak up loudly about what they don't like, and that clarity is shaping the next iteration of the benefits plan.

-For seasonal and hourly workers locked out of traditional coverage, a cafeteria-style plan anchored in telehealth plus validated point solutions can close the healthcare gap.

Connect with the Guest
LinkedIn: https://www.linkedin.com/in/annpiccirillo/
Website: https://www.jdatsg.com


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

The $20 Million Benefits Investment Employees Forgot in a Year20 août 202600:24:50

Summary
What do employees actually need from their rewards package? In this episode of Beyond the Paycheck, host Kelsey Willock Jones talks with Eric Gutierrez, VP of Total Rewards at Point B, about why total rewards leaders should stop tinkering with programs and start managing the overall work experience, the $20 million healthcare premium investment whose most lasting return came from leaders rather than employees, and his controversial take on the financial wellness industry: budgeting programs are cute, but what people need is a living wage that keeps up with inflation. Along the way: the war for DNA-role talent that never pauses, return on employee sentiment as a companion to financial ROI, and the psychological shift coming as AI moves from tool to collaborator. A conversation for HR and total rewards leaders who want benefits people actually feel.

Chapters

00:00 Introduction and meet Eric Gutierrez

02:45 Inside Point B and the consulting transformation

04:15 Band camp, a Chevy Camaro, and a first paycheck

05:40 A meritocracy worldview and controlling your destiny

07:30 The war for talent and protecting DNA roles

10:10 Beyond programs: the work environment as the value proposition

12:55 Return on employee sentiment vs the spreadsheet

14:30 The $20 million healthcare premium investment

17:05 The financial wellness hot take: a living wage first

20:35 The AI shift HR isn't ready for

Takeaways

-Once pay passes a threshold, culture, challenging work, and a path for advancement matter as much as comp and benefits, yet in too many companies the work environment happens by accident.

-Return on employee sentiment belongs alongside financial ROI when making the case for people investments the spreadsheet can't obviously support.

-A $20 million healthcare premium investment at a thin-margin firm was forgotten by employees within a year, but leaders retold the story for years, proving that costly people decisions pay out in lasting lore.

-Financial wellness training is no substitute for a living wage: if grocery bills outpace paychecks, budgeting classes and 401(k) education don't matter.

-Even in an employer-friendly market, the war for a company's DNA roles never pauses; rest on your laurels and you'll be chasing that talent externally even more.

Connect with the Guest
LinkedIn: https://www.linkedin.com/in/ergutierrez/
Website: https://www.pointb.com


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

The Financial Wellness Pilot That Cut Turnover From 50% to 14%18 août 202600:20:20

Summary
What does it take to keep frontline employees past their first year? In this episode of Beyond the Paycheck, host Kelsey Willock Jones talks with Catherine Johnson, EVP and Chief People Officer at Travis Credit Union, about the financial wellness pilot that helped cut first-year frontline turnover from 50% to 14%, how she won leadership approval by framing HR investments the way the business tests new products, and why the one size fits all benefits catalog is headed for extinction. Along the way: the $5,250 tuition benefit nobody used until bandwidth entered the plan, dependent care that now spans children and aging parents, and the case for letting employees curate benefits to their stage of life. A conversation for HR and total rewards leaders building benefits people actually feel.

Chapters

00:00 Introduction and meet Catherine Johnson

02:00 Inside Travis Credit Union's workforce

03:15 A paper route, a bicycle, and the meaning of a paycheck

05:00 Supporting the whole employee at Travis

08:15 Where companies fall short on benefits

10:15 The financial wellness pilot that contributed to lower turnover from 50% - 14%.

12:30 Pitching HR investments like product tests

13:05 The $5,250 tuition benefit nobody used

15:15 Staying current and listening for unexpected benefits

17:05 The personalized benefits shift HR isn't ready for

Takeaways

  • A financial wellness pilot built on two hypotheses, that cared-for employees stay and that employees who trust the tool serve members better, helping cut first-year frontline turnover from 50% to 14%.
  • Framing HR investments the way the business already tests products, pilot in one market and then make a go or no go call, is what finally won leadership approval.
  • A benefit without bandwidth is a flop: tuition reimbursement jumped from $250 to $5,250 and usage still fell to zero until Travis started planning learning time into the workday.
  • The annual one size fits all benefits catalog assumes every benefit holds the same value for every employee; life-stage curation, from elder care to pet bereavement leave, is the next shift.
  • Listening channels beat headlines: twice-yearly employee benefit surveys and a Northern California credit union rewards network surface needs that never make the news.


Connect with the Guest
LinkedIn: https://www.linkedin.com/in/cjohnson5/
Website: https://www.traviscu.org


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

Benefits Are Table Stakes, Education Is the Differentiator13 août 202600:24:09

Summary
What happens when AI runs more of HR than people do? In this episode of Beyond the Paycheck, host Kelsey Willock Jones sits down with Kelsey Browning, VP of People Operations at Invisible Technologies, who has spent 12 years practicing full stack HR at tech companies in moments of change. Kelsey explains why benefits are table stakes rather than a differentiator, why most employees don't understand the benefits they already have, and how she maps the employee lifecycle like a customer lifecycle to find the moments that matter. Then she looks ahead to the leaner, AI-powered HR team built around generalists with many specialties, and raises the questions nobody has answered yet: how do you compensate someone doing the job of five people, who's accountable when the AI is wrong, and how will the next generation of specialists ever get built? A sharp, practical conversation for HR, people ops, and total rewards leaders navigating the AI transition.

Chapters

00:00 Welcome to Beyond the Paycheck

00:45 Kelsey's path through full stack HR

02:00 A Best Buy first job and a first paycheck saved in a CD

04:45 Start with the employee value proposition

06:25 Benefits are table stakes

07:30 White glove moments only small companies can deliver

08:40 Mapping the employee lifecycle for moments that matter

10:30 Making the case when the spreadsheet says no

13:30 A benefits rollout that went sideways

19:05 The AI generalist and the accountability question

Takeaways

-Benefits are table stakes, not a differentiator. Most employees are not educated about the benefits they already have, so education often beats expansion.

-Map the employee lifecycle the way you'd map a customer lifecycle, then invest in the moments that matter. Your demographics tell you where those moments will be.

-Smaller companies win on white glove care: handling edge cases directly with the broker instead of routing people through tickets and multi-day waits.

-AI is pushing HR toward lean teams of generalists with many specialties, a profile that is rare, hard to develop, and even harder to compensate fairly.

-Before automating HR work, decide who is accountable when the AI is wrong, and remember that removing entry-level work removes the path the next generation needs to build specialties.

Connect with the Guest
 LinkedIn: https://www.linkedin.com/in/kelseybrowning/
Website: https://www.invisibletech.ai

Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

Benefit Personas: Making Rewards Human Across 15,000 Employees11 août 202600:19:54

Summary
What are you actually paying your employees for? In this episode of Beyond the Paycheck, host Kelsey Willock Jones talks with Joshua Lemon, Senior Director of Global Total Rewards at Resideo, about why total reward statements feel like showing your kids the grocery receipt, how his team uses personas to make benefits communication human across a 15,000 person global workforce, and why AI's uneven multiplying effect could end the era of paying for presence. Along the way: making the case for benefits the spreadsheet can't justify, Resideo's above benchmark 7% 401(k) match, and the fiduciary thinking behind saying no to 401(k) loans. A conversation for HR and total rewards leaders rethinking what pay and benefits are really for.

Chapters

00:00 Introduction and meet Joshua Lemon

02:20 Inside Resideo's global workforce

03:10 First jobs, first paychecks, and an economics lens on money

05:20 Supporting the whole person across 30 countries

06:50 Why total reward statements fall short

09:20 The grocery receipt problem and benefit personas

11:15 Making the case when the spreadsheet doesn't support it

14:35 Financial wellness by design at Resideo

17:05 Paying for output and the future of AI in rewards

18:45 The Speed of Your Dependencies and where to find Josh

Takeaways

-Total reward statements keep value abstract; employees experience benefits through real moments like a $25 copay, so messaging has to meet them there.

-Benefit personas, borrowed from product design, let rewards teams communicate in the voice of each employee group and life stage.

-The four pillars of attracting, retaining, motivating, and engaging employees make the case for benefits a business case alone can't justify.

-Financial wellness can be built into plan design itself, like Resideo's 7% dollar for dollar 401(k) match and its intentional no loan policy.

-AI's uneven multiplying effect, where one person gets 50% more productive and another 10x, will push compensation from rewarding presence toward rewarding output.

Connect with the Guest
LinkedIn: https://www.linkedin.com/in/joshualemon/
Website: https://www.resideo.com
Book waitlist: https://joshlemonai.com
Justin Hampton's Article: https://www.linkedin.com/pulse/stop-showing-me-receipt-case-against-total-rewards-hampton-ccp-uyduc/


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

Building Rewards Programs That Serve the Business, Not Just HR06 août 202600:24:47

Summary

What happens when companies raid their benefits budgets to fund AI initiatives? On Beyond the Paycheck, Kelsey Willock Jones talks with Cristabel Lim, Senior Director of Total Rewards and Strategic Programs at Epicor, about why benefit stability creates the psychological safety that performance depends on. Cristabel shares Epicor's philosophy of never overreacting to market volatility, makes the case for trusting your gut on investments like benefit fairs that no spreadsheet can justify, and breaks down the real AI question for benefits teams: build, buy, or don't use at all. From a $400 first paycheck spent on a digital camera to an employee assistance fund where colleagues support each other through hardship, this conversation is built for HR, total rewards, and people leaders navigating volatile markets.

Chapters

00:00 Welcome to Beyond the Paycheck

01:15 Nine years at Epicor from Monterrey to the Bay Area

02:30 A $400 first paycheck and a digital camera

04:15 Growing up in a family that talked about money

05:30 The four pillars of benefits at Epicor

07:15 Why cutting benefits to fund AI backfires

09:00 Benefit stability and psychological safety

10:45 Trusting your gut when the ROI isn't on the spreadsheet

15:15 Build, buy, or don't use: evaluating AI in benefits

20:45 The rising cost of benefits and a final message

Takeaways

-Benefit stability creates psychological safety. Companies that pulled benefit dollars to fund AI initiatives are now seeing dissatisfaction and turnover, while steady offerings tell employees the ground under them is solid.

-Don't overspend when the market is hot and don't take away in a downturn. People are what make the products and services, and they notice when that stops being true.

-Some of the highest-impact benefits, like benefit fairs and human connection, never show ROI on a spreadsheet. Trust your gut, start small, and reevaluate frequently.

-The real AI question in benefits is build, buy, or don't use. Who supports the product and who owns data security matter more than what AI can theoretically do.

-Cut through the AI noise with peer conversations. What has actually worked for other practitioners beats what vendors promise.

Connect with the Guest

LinkedIn: https://www.linkedin.com/in/cristabellim

Website: https://www.epicor.com


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

Building Total Rewards From the Ground Up04 août 202600:20:44

Summary

What does a first paycheck spent on school supplies have to do with designing benefits for a 2,500-person global cybersecurity company? In this episode of Beyond the Paycheck, host Kelsey Willock Jones sits down with Zena Stephens Joy, Associate Director of Total Rewards at Fortra, to trace how her money story became a rewards philosophy: meet employees' basic needs first, then build from there. Zena shares how she makes the business case for financial wellbeing programs, how Fortra backs benefits the spreadsheet can't directly justify, and the honest story of a benefit launch that flopped because of poor communication. It's a candid conversation for HR and total rewards leaders on connecting pay, wellbeing, and performance.

Chapters

00:00 Welcome to Beyond the Paycheck

01:45 Zena's journey into total rewards

03:45 Inside Fortra

04:40 A first job at 16 and a paycheck spent on necessities

06:45 Building holistic wellbeing at Fortra

08:55 Measuring whether a program is working

10:00 Backing benefits the spreadsheet can't justify

12:55 The business case for financial wellbeing

15:50 The benefit launch that flopped

18:45 Pay transparency and the conversations leaders aren't ready for

Takeaways

-If employees' basic needs aren't met, or they fear they won't be, it shows up in their work. Total rewards has to start with necessities before anything else.

-Financial wellbeing and work quality are directly correlated. Financially stressed employees are distracted employees.

-To win budget and buy-in, translate care into business language: high-quality work requires an environment where employees can be high quality.

-Benefits without an obvious ROI, like expanded EAP coverage and financial wellness webinars, still earn their keep through utilization, engagement, and trust.

-A great benefit nobody understands is a failed benefit. What you communicate, when you communicate it, and the enablement you provide determine adoption.

Connect with the Guest

LinkedIn: https://www.linkedin.com/in/zenastephens/

Website: https://www.fortra.com


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

Designing Total Rewards That Actually Move the Needle30 juil. 202600:20:10

Summary

What happens when a company treats employee financial health as mission critical instead of a perk? Christopher Forbeck, Director of Total Rewards at NorthWestern Energy, joins host Kelsey Willock Jones to share how a sales career, two master's degrees, and a moral compass check led him to HR, and why financial security now sits on his C-suite's agenda. He breaks down where most wellbeing programs fall short by checking some pillars but not all of them, how NorthWestern built a holistic system spanning Personify Health, a double-funded 401(k), and one-on-one financial consulting for employees and their families, and why AI is pushing total rewards out of the on-demand knowledge base role and into true strategic partnership. For HR, benefits, and total rewards leaders ready to claim a seat at the strategy table.

Chapters

00:00 Introduction

01:15 From sales to HR: an unexpected pivot

03:10 A paperboy's first paycheck

05:10 Why financial health is mission critical

07:45 Supporting the whole person at NorthWestern Energy

09:25 Where most wellbeing programs fall short

11:00 Making the case when the spreadsheet says no

13:05 Reaching the field workforce through their families

15:55 AI and the rise of the strategic total rewards leader

18:25 Chris's final message: be the strategic partner

Takeaways

-Financial health is mission critical: financially insecure employees drive attrition, show up distracted, and carry stress that ultimately reaches the product the organization delivers.

-Most employers check off some wellbeing pillars but not all of them; real impact requires a holistic system across financial, mental, social, and physical wellbeing for employees and their families.

-Make the investment case by ingraining wellbeing into company philosophy first, then backing it with metrics over time; it is not an immediate return, and leadership needs to hear that upfront.

-Engagement is individual: what is meaningful to one employee may not be meaningful to another, and reaching the significant others of a field-based workforce can unlock participation that direct communication never will.

-AI is absorbing the on-demand answer desk role total rewards has historically played, demanding the function step up as a strategic partner; the timing is ripe, and those who embrace it have sky's-the-limit potential.

Connect with the Guest

LinkedIn: https://www.linkedin.com/in/cforbeckmba/

Website: https://www.northwesternenergy.com/


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

Rethinking the Benefits Package Employees Actually Use28 juil. 202600:17:16

Summary

On this episode of Beyond the Paycheck, Kelsey Willock Jones sits down with Stephanie Elliott, Director of Benefits and Compensation at SGA Dental Partners, to unpack why so many benefits programs go unused. Stephanie traces her path from an insurance company mail room to leading benefits, and explains how the death of the 40-year career made benefits the real retention lever, why piecemeal benefits strategies fail where holistic ones succeed, and how financial stress quietly undermines the workforce when a 3% raise doesn't cover rising costs. She also shares the story of removing a 48-hour system lockout for employees returning from leave, her go-to resource for staying ahead of changing regulations, and the shifts in the workweek, elder care, and niche benefits that most HR leaders aren't ready for. It's a practical listen for benefits leaders, HR practitioners, and anyone rethinking what keeps people.

Chapters

00:00 Meet Stephanie Elliott, Director of Benefits and Compensation at SGA Dental Partners

02:30 A first paycheck and a $300 stereo

03:15 Why nobody stays 40 years anymore

04:30 Where companies get benefits right and where they fall short

06:00 Financial wellness beyond the 401(k)

07:45 How financial stress hits the workforce

08:15 Removing the 48-hour lockout barrier

11:00 Making the case when the spreadsheet says no

14:15 The shifts HR leaders aren't ready for

16:00 Listen to your associates

Takeaways

-The 40-year employee is gone; people change jobs every three to four years, and benefits, not salary, have become the real retention lever.

-Most benefits strategies fail because they're built piecemeal; without one holistic view across mental, physical, and financial health, even good programs go unused.

-Financial stress impacts the workforce severely; a 3% annual raise doesn't cover rising costs, and most employees don't understand what their 401(k) can actually do for them.

-Low-enrollment benefits like pet insurance can still be immensely valuable; a benefit doesn't need mass adoption to matter to the people who use it.

-Listen to your associates; if you don't ask what they really want, you'll implement benefits nobody uses.

Connect with the Guest

LinkedIn: https://www.linkedin.com/in/stephanie-elliott-5533831a/
Website: https://sgadental.com/

Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

Building Total Rewards From the Ground Up23 juil. 202600:22:34

Summary
What does fair pay actually mean when your employees span more than 20 countries? In this episode of Beyond the Paycheck, host Kelsey Willock Jones talks with Felipe Uliani, Director of Global Total Rewards at Rimini Street, about the money story that started with giving his entire first paycheck to his parents in Brazil, why a total rewards leader has to be a steward of the employees, and how to design global programs when benefits can't cross borders. Felipe shares his 80/20 rule for global compensation, the story of an employee stock purchase plan that couldn't reach every country and the localized benefits that offset it, and his definition of fairness as a clear, consistent, defensible system rather than everyone getting what they want. A grounded conversation for HR, compensation, and total rewards leaders navigating global teams.

Chapters

00:00 Introduction

01:45 First job and a first paycheck given to his parents

03:15 How a money story shapes a total rewards leader

04:30 Balancing rewards across more than 20 countries

07:30 Fairness as a clear and consistent system

09:45 A $1.6M investment in internal equity

12:15 The 80/20 rule and the experiment that didn't travel

14:15 Financial health and caring for aging parents

17:30 The shift HR leaders aren't ready for

20:00 Why executives keep investing in people

Takeaways

-A total rewards leader is a steward of the employees, holding company profitability and employee reality in mind at the same time, because a salary is someone's rent, food, or a dream they are fighting for.

-Fairness is not everyone getting what they want; it is a clear, consistent, defensible system that employees can understand even when they disagree with an outcome.

-Design global programs for the 80%, then accommodate the 20% exception with localized benefits like a richer 401(k) match, student loan repayment, or extended parental leave.

-Clarity is a retention strategy: when employees understand the why behind pay decisions, confusion disappears, expectations get set, and the culture feels safe and stable.

-One-size-fits-all compensation is ending; the next era requires individualized solutions and generational communication so employees actually understand and use what's offered.

Connect with the Guest
LinkedIn: https://www.linkedin.com/in/fuliani/
Website: https://www.riministreet.com


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

Why Financial Stress Is a Safety Problem21 juil. 202600:14:40

Summary

What does an employee working a second job actually tell you about your workplace? Sarah Cornelio, Total Rewards Manager at Urban Engineers, joins host Kelsey Wheelock to make the case that financial stress is a burnout and safety indicator most HR leaders miss. She shares the "never let the first answer be no" vendor philosophy that surfaced a long-term care benefit her team never went looking for, her framework for measuring the non-scale victories engagement surveys can't capture, and why focus groups are one of the most valuable tools in her 20-year HR toolbox. For total rewards, benefits, and HR leaders who want programs that meet employees where they are.

Chapters

00:00 Introduction and welcome

00:45 Sarah's 20 years across HR

01:45 First paychecks and the money story behind a benefits career

03:45 Never letting the first answer be no

05:15 AI tools and keeping pulse on new offerings

07:15 Non-scale victories and measuring what surveys miss

08:45 Focus groups and listening to real struggles

10:15 The sandwich generation and life-stage benefits

12:00 Financial stress, second jobs, and burnout risk

13:45 What keeps programs from sitting idle

Takeaways

-Never let the first answer be no: taking every vendor call surfaced a long-term care insurance benefit Urban Engineers never went looking for, meaningful to employees at both ends of the age spectrum.

-The best benefits intelligence is often already paid for: brokers, retirement carriers, and peer surveys across employee-owned firms reveal what is working before a pitch ever lands.

-Programs create non-scale victories: impact that never shows in survey data. Capture it by ending every employee interaction with "What can we be doing better to support you?"

-Focus groups reach the people who never fill out the survey, turning engagement scores into named, real struggles HR can act on.

-Employees working multiple jobs are a burnout and safety signal, not a policy problem. Remove barriers to second jobs or pay a living wage, and treat sustained financial stress as workplace risk.

Connect with the Guest

LinkedIn: https://www.linkedin.com/in/sarah-cornelio-82470672/

Website: https://www.urbanengineers.com/


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

400 Sign-Ups in a Week: The Hidden Demand for Financial Wellness16 juil. 202600:21:06

Summary

What does a 400-signup week reveal about your workforce? In this episode of Beyond the Paycheck, host Kelsey talks with Ernie Florkowski, Director of Benefits at Element Materials Technology, about the overwhelming employee response to a free financial coaching benefit, how his team designed an HR help desk AI that routes people to answers instead of generating them, and why he believes Amazon-style personalization is the benefits shift most HR leaders aren't ready for. A conversation for CHROs, benefits leaders, and anyone rethinking what employees need beyond pay.

Chapters

0:00 Introduction

0:45 Meet Ernie Florkowski and Element Materials Technology

2:40 First paychecks and Air Jordans

4:50 Keeping the big three benefits affordable

6:10 Financial coaching and 400 signups in one week

8:20 The wellness program that caught cancer early

12:45 A culture where health and family come first

14:00 AI in HR: tool, not threat

16:15 Staying current through networking

18:25 The next shift: personalized benefits

Takeaways

-Financial stress in the workforce is bigger than it looks: a free financial coaching benefit announced in a single company email drew 400 signups in its first week.

-Affordable core benefits are a strategy, not an accident: Element keeps medical, dental, and vision under $800 a year for employee-only coverage across 27 states.

-Reducing money stress at home shows up at work as focus, attendance, and better performance.

-AI in HR works best when it routes employees to answers instead of generating them, avoiding the liability of confidently wrong responses.

-Benefits are heading toward Amazon-style personalization, with carriers proactively reaching out based on individual health signals.

Connect with the Guest

LinkedIn: https://www.linkedin.com/in/ernieflorkowski/

Website: https://www.element.com


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

Why Paying People More Doesn't Make Them Work Harder14 juil. 202600:25:19

Summary

In this episode of Beyond the Paycheck, host Kelsey Willock Jones sits down with Jonathan Taddeo, Director of Total Rewards at Syniverse, the company powering intercarrier text messaging across 24 countries. Jonathan explains why pay is a hygiene factor rather than a motivator, why recognition is the most underused lever in employee engagement, and why the EU Pay Transparency Directive is only the tip of the iceberg for total rewards leaders. Along the way, he shares how a Division I swimming career shaped his money story, how Syniverse wins executive buy in for wellbeing programs by pairing data with the right story, and what it takes to keep pay fair across a global workforce. This conversation is for HR and total rewards leaders, people managers, and anyone who wants to understand what really drives engagement beyond the paycheck.

Chapters

00:00 Introduction

01:15 From talent acquisition to total rewards

01:55 Inside the world's most connected company

03:45 A money story shaped by athletics

05:45 Financial wellbeing at Syniverse

09:15 The recognition gap

10:55 Why pay is a hygiene factor

13:15 Making the case with data

15:35 Fair pay and job architecture

21:35 The pay transparency wave

Takeaways

-Pay is a hygiene factor: it has to be fair and competitive, but money alone doesn't motivate people, and for creative work financial incentives can actually backfire.

-Recognition is the biggest gap in employee engagement, and it doesn't have to be monetary; regular, frequent recognition from leaders and peers is what moves performance.

-The EU Pay Transparency Directive is only the tip of the iceberg; US total rewards leaders should prepare now for right to information requests and expanding state laws.

-Executive buy in comes from pairing data with the right story, like Syniverse's wellness incentive that lowers long term benefits costs by 20 to 30 percent by catching health issues early.

-Fair pay starts with job architecture that matches market benchmarks and internal equity checks, so offers are anchored in data rather than gut feeling.

Connect with the Guest

LinkedIn: https://www.linkedin.com/in/jonathan-taddeo/
Website: https://www.syniverse.com


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

Eliminating Delays and Errors in Your Total Rewards System09 juil. 202600:22:31

Summary

What does it take to rebuild salary planning in eight weeks? In this episode of Beyond the Paycheck, host Kelsey Willcok Jones talks with Nicholas Lassalle, Director of Total Rewards at QinetiQ, about launching an SAP compensation module in two months, why the ROI of people investments shows up in the employee experience rather than the spreadsheet, and why so many employees leave free money on the table by misunderstanding their benefits. Nicholas shares how automating benefits systems, 401(k) administration, and HSA file feeds eliminated the delays and errors that hit employees directly, and makes the case for over-communication, fast response times, and real benefits education. A practical conversation for HR, total rewards, and people leaders who want to invest in employees even when the numbers aren't obvious.

Chapters

00:00 Introduction

00:45 Meet Nicholas Lassalle and his total rewards career

02:30 First job and first paycheck

04:15 Supporting the whole person and the eight week SAP launch

06:45 Why over-communication wins

08:15 Benefits that remove barriers: mental health and Medicare

10:15 Responsiveness as a total rewards benefit

13:15 Making the case when the spreadsheet says no

17:15 Financial wellbeing and money left on the table

20:15 The shift ahead: AI and system integration

Takeaways

-A full compensation module launch can happen in eight weeks when automation replaces spreadsheets and communication is built into the rollout from day one.

-The ROI of people investments is rarely monetary; it shows up as fewer paycheck errors, faster HSA deposits, and 401(k) contributions that post on time.

-Manual HR processes cost employees directly, from lost 401(k) interest to delayed access to money they need.

-Employees leave free money on the table by under-contributing to matched 401(k) plans and underusing the HSA's triple tax advantage.

-Over-communication, multiple touchpoints, and a 24 to 48 hour response policy turn total rewards into a trust-building function, not just an administrative one.

Connect with the Guest

LinkedIn: https://www.linkedin.com/in/nicholas-lassalle/
Website: https://www.qinetiq.com


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

Empathy, karma, and the coming skills based workforce07 juil. 202600:28:01

Summary

On this episode of Beyond the Paycheck, host Kelsey Willock sits down with Sarah Gonzalez, SVP of Total Rewards at Switch, the hyperscaler building the data centers powering today's AI boom. Sarah traces her path from a self described "late bloomer" who fell in love with compensation, the place where the math nerds of HR end up, to a leader scaling total rewards inside a high growth company. Drawing on her own early experience of financial strain as an Army spouse, she makes the case that great total rewards leaders never forget what instability feels like. She challenges the industry habit of stacking benefit programs that reach only a fraction of the workforce, argues for benefits as fluid as the people who use them, and explains how a core value built on karma drives real retention. It's a candid, practical conversation for HR and total rewards leaders, people leaders, and anyone rethinking how companies support the whole person.



Chapters

00:00 Introduction

01:15 Finding the place where the math nerds of HR go

03:35 Scaling total rewards inside a high growth company

04:55 First job at Sbarro's and the truth about that first paycheck

06:55 How a money story shapes the way you lead

09:35 Supporting the whole person without falling into the program trap

12:15 Building benefits as fluid as the people who use them

15:25 Getting back on the ground to listen to frontline workers

17:35 Why support and output are connected, and the karma value

21:35 Financial wellbeing, killing the shame, and the skills based future



Takeaways

  • Once your own income is stable, it is easy to forget what financial instability feels like. The best total rewards leaders hold onto that memory and never assume everyone has a six-month safety net.
  • Stacking benefit programs creates the illusion of coverage. Fourteen offerings can still reach only 15 to 20% of your people.
  • Real personalization is not just person to person. The same employee needs different support at different moments of their own life, so benefits should bend instead of multiply.
  • The annual survey is mismatched to reality because lives change far more than once a year. Listening to a frontline workforce often means getting back on the ground in person.
  • A value built on karma, what you give is what you get back, turns whole person support into genuine retention, and the workforce of the future will increasingly want a work to live, skills based flexibility.



Connect with the Guest

LinkedIn: https://www.linkedin.com/in/sarah-gonzales-wilson-ccp-phr-46165b8/

Website: https://www.switch.com


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

From CD changers to FICA: a head of HR on money, AI, and people02 juil. 202600:25:02

Summary

Patrick Lopez, Head of HR at CMIT Solutions, joins host Kelsey on Beyond the Paycheck for a conversation that runs from a teenager's first paycheck to the future of work in the age of AI. Patrick shares how a 10-disc CD changer and an unexpectedly small JCPenney check taught him about taxes at 16, why he still sees new hires learn that same lesson, and how his money story shaped the way he leads. From there the conversation widens: how AI has quietly crowded out the whole-person conversation about wellbeing and benefits, how HR has evolved from an admin function into the company's strategic conscience, and why, even in an uncertain market, clear communication is the benefit that matters most. It's a grounded, hopeful listen for HR leaders, people managers, and anyone thinking about financial wellbeing at work.

 

Chapters

00:00 Intro

01:15 From radio booth to head of HR

04:45 A first paycheck and a 10 disc CD changer

05:45 Meeting FICA: the tax lesson school skipped

07:45 How your money story shapes the way you lead

10:45 When AI drowns out the whole person conversation

13:45 The Great Resignation and the swing back to people

16:45 How HR became the company's thought leader

18:45 Putting AI to work on the ops side at CMIT

20:45 Money confidence, benefits, and the power of communication

 Takeaways

- Financial confidence starts with the basics. Patrick learned about FICA and take-home pay from his first JCPenney check at 16, and he still sees college grads ask the same question. Helping people understand their own pay stub is a small act of leadership that builds lasting trust.

- AI is taking all the oxygen, and the whole-person conversation has gone quiet. The talk about wellbeing, benefits, and work-life balance that dominated the Great Resignation has been steered toward AI. Patrick expects the pendulum to swing back.

- The cloud era is the cautionary tale. Fifteen years ago every leader wanted to "move to the cloud" without knowing how. AI is following the same pattern, so substance has to catch up to the ambition.

- HR has become the company's conscience. The role has shifted from admin to strategic thought leader, and HR leaders are quietly building the case for keeping people at the center as AI matures.

- Communication is the real benefit. Even while expanding benefits, Patrick's top rule with leadership is to communicate every decision clearly and make the team part of the process, because people can handle uncertainty when they don't feel it's being done to them.

Connect with the Guest

LinkedIn: https://www.linkedin.com/in/patrickmlopez/

Website: https://cmitsolutions.com

 


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/


Money, mind, and movement: supporting the whole employee30 juin 202600:17:26

Summary 

On this episode of Beyond the Paycheck, host Kelsey sits down with Pam Tavilla, Head of People at Leyton, a global consulting and professional services firm. Drawing on nearly 20 years in HR, Pam makes the case that the line between work and personal life has dissolved, and that supporting employees means supporting their whole day, financial, mental, and physical. She explains why financial wellbeing is a universal need rather than a generational perk, why learning and development only works when it leads to a real career path, and what the coming shift toward personalized benefits will mean for HR leaders. It's a practical, people-first conversation for anyone who builds compensation, benefits, and growth programs.

 

Chapters

00:45 Welcome to Beyond the Paycheck

01:35 Meet Pam Tavilla and Leyton

02:45 Her first job and first paycheck

03:45 Supporting the whole person

06:35 Why financial wellbeing matters

08:25 Making the case when the spreadsheet won't

10:15 When training needs a destination

12:25 Staying current in HR and benefits

16:25 The coming shift to personalized benefits

 

Takeaways

Support has to be active, not stated. Saying you back work-life balance means little unless managers actually let people step away and trust them to return refreshed.

The whole person comes to work. Financial, mental, and physical health all cross into the workday, so being present and noticing the signs is part of the job.

Financial wellbeing is universal. It matters across every generation because it shapes how people live and survive, and it benefits the business as much as the employee.

Training needs a destination. Learning and development only pays off when it connects to a clear career path, or it becomes box-checking.

Personalization is the next shift. The standard benefits package is fading in favor of equal budget and access for everyone with individual choice in how it's used.

Connect with the Guest

 

LinkedIn: https://www.linkedin.com/in/pam-tavilla/

Website: https://leyton.com

Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

The Benefit Almost Nobody Uses, and Why It Pays Off04 juin 202600:25:07

Summary

On this episode of Beyond the Paycheck, Kelsey Willock sits down with Ken Wechsler, VP of Total Rewards at Akamai Technologies, to dig into why the most measurable parts of a pay package are often the least differentiating. Ken makes the case that comp is the "sexier side" of rewards but benefits are what build loyalty, that financial stress quietly destroys engagement, and that the best benefits are sometimes the ones almost nobody uses. Along the way he covers pay transparency, AI in compensation, and two financial-wellness experiments anyone can try. It's a practical listen for total rewards leaders, benefits practitioners, and anyone rethinking what actually keeps people.


Chapters

00:00 Meet Ken Wechsler, VP Total Rewards at Akamai

01:30 The coin-collecting kid and his earliest money memory

03:45 First job, first car, and saving with intention

05:10 A $1,212 paycheck and what younger workers need now

07:15 Comp is the sexier side, but benefits build loyalty

10:30 Maslow, remote work, and financial wellness

12:45 When the story beats the dollar

15:00 Pay transparency: the why over the where

18:30 AI in total rewards and the human touch

21:00 The reverse pyramid and the 48-hour rule


Takeaways

The most visible part of a pay package, cash, is the part competitors can most easily match.

Financial stress destroys engagement, so financial security is a precondition for it, not a perk beside it.

A benefit can be worth keeping for the story it tells even when almost no one uses it.

On pay transparency, employees care more about understanding the why than seeing the where.

Use AI to do the math in comp work, but keep humans to interpret the data and make the call.


Connect with the Guest
LinkedIn: https://www.linkedin.com/in/ken-wechsler-sphr-ccp-a452734/
Website: https://www.akamai.com/


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/


The Missing Conversation in Every Open Enrollment02 juin 202600:27:55

Summary
Beyond the Paycheck sits down with Tia Larsen, Director of Benefits at FJ Management, to trace the compensation comprehension gap back to its source: a financial literacy system that never taught employees how to read a pay package. Tia draws on 16 years managing benefits, a portfolio of 16,500 employees across six industries, and her own experience of living paycheck to paycheck to make the case that total rewards statements and open enrollment education are solving for the wrong moment. The episode covers workplace clinics, the pay-yourself-first habit, and why the missing ingredient in every benefits strategy isn't better data — it's the right conversation at the right time.


Chapters
00:00 Tia Larsen and the FJ Management portfolio
04:30 Earliest memories of money and earning
08:30 The pay-yourself-first habit
12:00 Where employees get total compensation wrong
15:00 Why total rewards statements fail
17:30 The open enrollment timing problem
19:00 On-site clinics that changed employees' lives
22:30 The ROI case for workplace clinics
24:30 Pay transparency and flexibility as coming expectations


Takeaways

  1. Employees who chase base salary without factoring in benefits cost, 401(k) match, and flexibility frequently end up with less take-home pay after switching jobs.
  2. Total rewards statements fail not because of their design, but because they land months before employees need the information they contain.
  3. On-site workplace clinics create predictable costs for employers while eliminating the impossible choice some employees face between medication and groceries.
  4. Benefits comprehension is built through repeated, plain-language conversations across the year, not through a single annual enrollment presentation.
  5. Pay transparency is already happening whether employers lead it or not — employees are comparing salaries, and legislation is coming regardless.


Connect with the Guest
LinkedIn: https://www.linkedin.com/in/tia-larsen-mshr-ccp-cpsp-shrm-scp-5125602a/
Website: https://fjmgt.com/


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

What Do Your Employees Know About Their Retirement?28 mai 202600:20:43

Summary

In this episode of Beyond the Paycheck, Kelsey sits down with Tim Goodchild, Director of International Benefits at Take-Two Interactive (parent company of Rockstar Games, 2K, and Zynga), to dig into what's actually broken in employee benefits. Tim's argument: the packages are often strong, but most employees don't understand what they have. With nearly 20 years in HR across AOL, the BBC, The Telegraph, and Anaplan, Tim lays out why financial wellbeing is the load-bearing pillar of any wellness program, why AI is about to flip benefits from reactive to proactive, and what it means for employers who aren't building toward that now.

Chapters

00:00 Welcome and Tim's background at Take-Two Interactive
02:15 Earliest money memory: saving pocket money for a motor racing helmet TV
04:00 First job: games tester at EA, a rival of Take-Two
05:30 Benefits strategy by life stage: young workforce vs. older workforce
07:30 Where benefits break down: the comprehension crisis
09:30 Gamification in benefits: interesting in theory, dangerous in practice
10:30 Financial wellbeing as the most important pillar
12:00 Elder care and the sandwich generation
14:00 Cost of living, global inflation, and financial wellbeing at work
15:30 AI and the shift from reactive to proactive benefits
17:30 Flexible and voluntary benefits: the dream of year-round personalization
19:30 How to connect with Tim

Takeaways

  1. Most employees don't understand their benefits package — and measuring comprehension, not just coverage, is the metric most organizations are missing.
  2. Financial wellbeing is the load-bearing pillar: when finances are stable, mental health generally follows.
  3. AI in benefits is shifting from reactive (employees ask) to proactive (AI tells) faster than most HR teams are preparing for.
  4. Benefits strategy must map to life stage — a 25-year-old and a 55-year-old need fundamentally different things from the same employer.
  5. Elder care — power of attorney, will writing, family financial planning — is becoming one of the most meaningful benefits an employer can offer.


Connect with Guest
LinkedIn: https://www.linkedin.com/in/tgoodchild/
Website: https://www.take2games.com/


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

Financial Wellness Is the Frontier of Wellbeing26 mai 202600:23:07

Summary

On Beyond the Paycheck, Kelsey Willock talks with Preet Michelson, Chief People Officer at Morgan Street Holdings and its operating company TMS, about why benefits programs break down at the communication line, not the budget line. Preet makes the case that financial wellbeing is the next frontier of workplace wellness, as overdue for normalization as physical and mental health once were. She shares concrete plays, from student loan repayment paired with mandatory coaching to a midyear, personalized total compensation statement that ends with a single number. The throughline: when people can see that a company is invested in their lives and not just their output, retention and engagement follow. Built for HR, total rewards, and financial wellness leaders.



Chapters

00:00 Welcome to Beyond the Paycheck

00:50 From KPMG accountant to Chief People Officer

02:30 Inside Morgan Street Holdings, TMS, and Stanley

04:30 Her earliest memory of money: independence

07:15 Where compensation and benefits break down

09:30 Why the once-a-year rewards statement fails

11:00 Marketing benefits like a consumer brand

12:45 Student loans plus mandatory coaching

14:00 Financial wellness as the next frontier

16:50 The midyear statement nobody sends



Takeaways

  1. The benefits problem is usually communication, not budget; employees can't value what they never see.
  2. Financial wellbeing is the missing piece of workplace wellness, and financial stress shows up as distraction and disengagement.
  3. A midyear, personalized total compensation statement ending in one number can change how employees see the company.
  4. Treat benefits communication like consumer marketing: personalized, year-round, and specific to the individual.
  5. When people feel the company is invested in their lives and not just their output, retention and engagement follow.

Meet the Guest
LinkedIn: https://www.linkedin.com/in/preet-hansra-michelson/
Website: https://www.tmsw.com/


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

How BambooHR Moved Comp Understanding From 50% to 90% With One Training21 mai 202600:22:46

Summary

One in two employees at BambooHR said they didn't understand how their compensation was determined. After a single mandatory compensation 101 training, that number flipped—nearly 90% said they now understood. 


Engagement scores went up year over year. No new spend. No new vendor. Just education. In this episode, Kelsey Willock sits down with Alex Bertin, Head of Total Rewards at BambooHR, for a practical conversation about what it looks like to close the understanding gap between what a company offers and what employees actually know they have. Alex brings a finance background from FP&A at Delta Air lines and Qualtrics before finding his way into compensation—what he calls the Cinderella glass slipper moment—and he carries a grounded empathy for frontline employees into every benefits decision he makes. 


He and Kelsey get into why the biggest breakdown in comp and benefits isn't the package itself but the disconnect between what exists and what employees know about it, how BambooHR's paid vacation bonus (yes, they pay you to take your vacation) has become their most beloved benefit, a student loan repayment benefit that an employee forgot about twice despite it being $100/month in free money, and why the next wave of AI in benefits will be agentic tools that connect all your benefits in one place so employees stop losing track of what they have. If you run total rewards and are looking for low-cost, high-impact ways to drive engagement, Alex's perspective on education over addition will resonate.


Timestamps

01:42 Alex's earliest money memory: $2 bills and selling Costco candy at swim lessons

04:33 How empathy for frontline workers keeps comp decisions grounded

07:50 Where compensation and benefits break down most: the understanding gap

10:30 The comp 101 training that moved understanding from 50% to 90%

13:44 The paid paid vacation bonus and milestone increases at 5, 10, 15, and 20 years

17:50 AI-driven benefits navigation: one place, one overlay, better utilization

20:01 Financial wellness as a founding principle, not an afterthought

21:08 The 30-day experiment: run a "use it" campaign on your most underutilized benefit


Takeaways

  • The biggest breakdown in total rewards isn't the package—it's the understanding gap; one comp training can shift employee trust dramatically
  • Don't just offer benefits—actively market them to your employees the way you'd market a product to customers; it takes seven touches for a message to land
  • A paid paid vacation bonus that actually gives employees money to take their trip is more powerful than unlimited PTO because it changes behavior
  • Check which benefits employees are forgetting about; free money that goes unused is worse than not offering it at all
  • Run a 30-day "use it" campaign on one underutilized benefit with weekly emails, real stories, and clear how-tos—the results are binary and the cost is nearly zero

Connect with the Guest
Guest LinkedIn: https://www.linkedin.com/in/alexbertin/

Company website: https://www.bamboohr.com


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

Compensation Starts with Owning Your Value19 mai 202600:32:50

Summary

Hollie Delaney, Chief People Officer at Power Home Remodeling, shares the financial independence lesson she absorbed at age 9, her 25-year career arc from Zappos to Power, and her framework for what total compensation really means. She breaks down where employees lose financial ground, why quality-of-life math matters more than salary alone, and how Power builds benefits that actually move people.

Chapters

00:00 Introduction and Welcome
02:15 Hollie's Background: From Zappos to Power Home Remodeling
05:30 The Financial Independence Lesson Learned at Age 9
10:20 How a Personal Money Story Shapes Compensation Philosophy
14:00 Where Compensation and Benefits Break Down Most
19:30 The Quality-of-Life Math Most Offers Miss
23:45 Building Benefits by Listening to the Small Things
27:00 AI, Trends, and Staying Strategy-First
30:20 A 30-Day Financial Wellness Experiment

Takeaways

  1. Most employees evaluate offers by salary alone — Hollie's framework adds hours required, career trajectory, and lifestyle delivered to the equation before any offer is accepted.
  2. The biggest compensation breakdown is not always the employer: it is employees who do not understand how their role is priced in the market and do not advocate based on that knowledge.
  3. Financial independence is built through ownership — of your market value, your negotiating position, and how you evaluate an opportunity beyond the number.
  4. Benefits that move people are not the big shiny ones. They are the day-to-day supports employees actually need: therapy benefits outside insurance friction, childcare subsidies, family planning coverage.
  5. Strategy determines whether any trend — including AI — actually improves the organization. Tools without a clear purpose create noise, not results.

Guest Links

Hollie Delaney on LinkedIn: https://www.linkedin.com/in/hollie-delaney-573b89a/
Power Home Remodeling: https://www.powerhrg.com/

Building Total Rewards Statements That Actually Change Retention14 mai 202600:25:03

Summary
Jessica O'Leary runs benefits for 3,000+ employees across a charter school network in Dallas-Fort Worth. Her framework: treat every dollar of employee premium like your own. That means negotiating free behavioral health coaching through Cigna, building a maternity leave financial planning workshop, and creating total rewards statements that show teachers exactly where their compensation dollars go. She opens with a story about selling books on her front lawn in second grade—then connects that entrepreneur mindset to how she structures benefits today. Two core challenges emerge: school districts face severe budget constraints while competing for talent, and employees increasingly ask "what's my return on investment for working here?" Her answer includes EAPs with unlimited counseling, AI-powered enrollment tools that recommend plans based on health needs, and gift card incentives that drive 3x engagement at benefits fairs.


Timestamps
00:16 From Milwaukee gamer to benefits director at a Texas charter network 
02:50 First paycheck went to school clothes—and set a pattern for financial independence 
05:16 Why Street Fighter and Sims taught early lessons about maximizing value 
07:18 Delivering value under budget pressure: free behavioral health coaches and creative partnerships 
10:25 Where compensation and benefits breakdowns happen most often 
12:22 The transparency challenge: building total rewards statements that show the full picture 
15:06 Mental health benefits evolve from three sessions to unlimited counseling 
17:34 Measuring impact through retention and reduced out-of-pocket costs 
19:28 Employees now negotiate for benefits, not just salary 
22:16 Incentivizing engagement with gift cards and maternity leave financial planning workshops 


Takeaways
- Tap your medical carrier's budget for free resources—Jessica secured a no-cost behavioral health coach through Cigna that handles chronic conditions, weight loss plans, and mental health counseling
- Build a total rewards statement that shows employees exactly where their compensation goes beyond salary, including benefits contributions and education stipends
- Incentivize benefits education with Amazon gift cards—employees mentally value a $20 gift card more than $20 cash and will show up to learn
- AI enrollment tools can cut decision fatigue by recommending health plans based on family needs and current conditions
- Create proactive financial planning workshops for major life events like maternity leave to prevent employees from running out of PTO and going unpaid


Connect with the Guest
LinkedIn: https://www.linkedin.com/in/jessica-o-leary-mba-phr-8b3a686/
Website: https://uplifteducation.org/


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

Building a Mental Health Benefit Physicians Will Actually Use12 mai 202600:29:31

Summary
Allison King runs total rewards at a national healthcare system where the pay gap between front-line staff and physicians spans six figures. After surveying 150+ employees, she found the real problem wasn't the benefits package—it was that no one understood what they already had. Physicians recommended benefits Sound already offered. Staff earning $50K and doctors clearing $300K needed radically different support, yet both groups were drowning in the same generic communication. King's response: build AI-powered decision tools herself, using dummy data and free accounts to prototype benefit recommenders before touching employee PHI.

Allison is also shifting mental health support from generic EAPs to clinician-specific programs that send grief counselors on-site after traumatic patient events—because telling a burned-out ER doc to "set better boundaries" misses the entire problem.


Timestamps
03:09 From piggy bank coin rolls to a math degree and VP of People Ops 
07:14 First paycheck at Hollister bought a chunky silver Bulova watch she still owns 
09:29 Why income gaps demand different benefit strategies for the same workforce 
12:52 The top-three mistake: listing benefits without teaching employees how to use them 
14:47 Building AI benefit decision tools with vibe coding and compliance guardrails 
18:19 Transitioning from generic EAPs to clinician-specific mental health support 
22:47 How to measure mental health impact when "wellbeing" means 10 different things 
27:19 Subject matter experts will build personalized benefit tools without the price tag 

Takeaways
- If employees are recommending benefits you already offer, your communication strategy has failed—survey to find the gap, then act on what you learn. 
- Income determines benefit priorities: high earners want tax optimization and 401(k) guidance; lower earners need affordable healthcare and debt support. 
- Build AI tools internally using dummy data and free accounts to prototype before involving IT, security, and compliance teams. 
- Generic EAPs don't work for physicians—clinicians need mental health providers who understand needle sticks, patient deaths, and charting burnout. 
- Personalization at scale is now accessible: subject matter experts can build decision tools without enterprise vendor contracts. 

Connect with the Guest
Allison King on LinkedIn: https://www.linkedin.com/in/allisonkinghr/
Learn more about Sound Physicians: https://www.soundphysicians.com/


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

The Employee Benefits Paradox: Great Programs No One Uses07 mai 202600:22:13

Summary

Melissa Zaino runs global benefits at Zayo Group, a fiber company competing with Google and Verizon. Her team serves 2,600 employees—half of them field technicians. She's also someone who once got underwater with credit cards and entered a consumer credit counseling program, an experience that still shapes how she thinks about financial stress at work. In this conversation, she explains why benefits teams are losing the plot: companies buy surgical point solutions for cancer, fertility, and weight management, then wonder why nobody uses them. The problem isn't the programs—it's the communication. Melissa's team stopped leading with vendor names and started leading with what the benefit actually does. She also shares why employee surveys matter more than ROI spreadsheets, and why AI might finally help demystify leave policies without violating PII.

Timestamps

00:42 Melissa's role at Zayo Group and the makeup of a 2,600-person workforce

01:28 What a fiber company does and how Zayo competes with Google and Verizon

02:11 Melissa's earliest memory of money: quarters in Easter eggs

03:11 Her first job at Randall's Supermarkets and buying song lyric magazines

04:09 How her father's job loss during the Libya oil embargo shaped her relationship with money

05:56 Getting underwater with credit cards and entering consumer credit counseling

07:04 Why financial wellness can't just mean 401(k) matching

08:44 The point solution explosion: why employees don't know how cancer, fertility, and pharmacy carving all interact

11:18 Why benefits teams must stop leading with vendor names

12:32 How fertility and menopause benefits attract talent and show employees they're valued

15:22 Why employee survey feedback matters more than trying to nail down ROI on new programs

17:45 How Garner Health delivered hard-dollar savings by steering to top-performing providers

18:24 Melissa's prediction: AI will help demystify benefits without violating PII

21:29 Where to connect with Melissa on LinkedIn

Takeaways

  • Lead benefits communications with what the program does, not the vendor name—employees don't care who built it, they care what problem it solves.
  • Employee survey feedback is ROI: if people feel valued and financially secure, you're already winning before the utilization reports come in.
  • Point solutions break down when employees can't see how cancer coverage, pharmacy carving, and fertility benefits fit together—benefits teams must show the full medical ecosystem, not just the parts.
  • AI's biggest benefits opportunity isn't chatbots—it's anonymized, deep analytics that surface cardiovascular trends or leave patterns without exposing PII.


Connect with the guest

LinkedIn: https://www.linkedin.com/in/melissa-zaino-cebs-phr-b992b3/

Zayo Group: https://www.zayo.com

Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

Your Wellness Stipend Isn't Working—Here's Why05 mai 202600:26:30

Summary

A company rolls out a $200/month wellness stipend with the best of intentions. It lands in employees' paychecks alongside everything else. Nobody changes their behavior. Claims don't go down. The intent was real, but without structure, there's no return. 


In this episode, Kelsey Willock sits down with Trice Stevenson-Wright, VP of People Operations and Total Rewards at Alma, for a sharp conversation about what happens when benefits design has the right intent but the wrong rigor. Trice has spent her career overhauling benefits programs at companies where the spend was high, the utilization was low, and nobody had connected the two. 


She walks through why employees gravitate toward the most expensive plan when a less expensive one would protect them just as well, how shifting from unlimited PTO to flexible PTO with actual parameters got people to take more time off, and why AI is quietly transforming the white-glove moments in benefits administration—like parental leave—that used to require a dedicated person.


Trice also shares her grandmother's matching system (whatever you save, I'll match it), the daycare job that almost didn't pay her, and a 30-day experiment that any listener can try tomorrow: ask your employees if they understand how they're paid, then stop talking and listen. If you design benefits, manage total rewards, or are trying to make your company's spend actually mean something to the people it's meant for, Trice's perspective on structuring intent will stay with you.


Timestamps

  • 01:48 Trice's earliest money memory: frugality born from awareness, not scarcity
  • 03:35 The daycare job that almost didn't pay her and the grandmother who matched her savings
  • 05:31 Thinking about pay as an ecosystem, not a line item
  • 06:47 Where benefits break down: over-indexing on offerings without connecting to ROI
  • 09:15 Why employees pick the most expensive plan and what care navigation can fix
  • 12:46 Unlimited PTO versus flexible PTO: the shift that actually got people to rest
  • 15:45 AI in benefits administration: automating the white-glove parental leave experience
  • 24:57 The 30-day experiment: ask employees if they understand how they're paid


Takeaways

  • Structure your intent—a wellness stipend deposited alongside a paycheck with no guardrails won't change behavior or claims
  • Employees default to the most expensive medical plan because it feels safest; care navigation closes the gap between perception and what they actually need
  • Shifting from unlimited PTO to flexible PTO with real parameters got employees to actually take more time off, not less
  • AI can now automate the high-touch benefits moments—parental leave prep, return-to-work resources—that used to require a dedicated person
  • Pay transparency works only if employees are equipped to receive it; education and enablement have to come before the reveal
  • Try this tomorrow: ask your employees if they understand how they're paid and how they grow their earnings, then just listen


Guest LinkedIn:
https://www.linkedin.com/in/tricestevensonwright/

Company website: https://www.helloalma.com


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.VP total rewards, benefits ROI, wellness stipend design, unlimited PTO problems, flexible PTO, care navigation benefits, benefits over-saturation, pay transparency education, AI in benefits administration, employee financial wellness, total rewards strategy, benefits communication, pay equity analytics, compensation philosophy, employee value proposition, lifestyle spending accounts, parental leave automation, benefits personalization, Beyond the Paycheck podcast


See a demo at https://www.aurafinance.com/

The Compensation Issue Nobody Has Solved Yet30 avr. 202600:25:54

Summary

The Mayo Clinic once surveyed its employees and found a 17% positive perception of pay. A year later, after running better enablement and transparency sessions—without spending a single additional dollar on comp—that number climbed to 80%. 


That story says a lot about what's actually broken in total rewards, and it's exactly the kind of thing Chris Toney thinks about every day. 


In this episode, Kelsey Willock sits down with Chris Toney, Senior Director of Total Rewards and HR Operations at Quest Software, for a warm and refreshingly candid conversation about pay, benefits, and the deeply personal nature of both. Chris started out as an English literature major who, by his own admission, is bad at math—and somehow ended up leading total rewards for a global tech company. That mix of left and right brain comes through in how he talks about the work. He and Kelsey get into why comp can't be purely prescriptive, how job-hopping has scrambled the math on raises, what he looks for when introducing benefits like fertility coverage, and why the biggest gap in most programs isn't the design—it's the communication. If you lead people, design benefits, or just want to think more clearly about pay, this one's worth your time.


Timestamps

  • 01:28 Chris's earliest money memory and the first communion savings bonds
  • 05:01 Taking money off the table versus fairness relative to peers
  • 07:08 The tension between structured comp and a deeply personal pay experience
  • 09:49 The subtle shift from "what do you make" to "what do you want to earn"
  • 12:03 Introducing fertility benefits and why it's personal for Chris
  • 15:10 Measuring benefits impact through utilization, exit reasons, and round tables
  • 17:23 The weight loss benefit coaster and where AI may change the game
  • 22:50 The Mayo Clinic pay perception study that moved 17% to 80%


Takeaways

  • Design comp structures that are compliant and fair, but leave room for the fact that pay is deeply personal
  • Check your ranges and then communicate the "why" behind them—enablement moves perception more than dollars do
  • When you introduce a high-impact benefit like fertility coverage, pair it with the other programs that make it meaningful
  • Use round tables alongside surveys to hear from quiet employees, not just the most vocal ones
  • Spotlight one benefit at a time in an ongoing communications channel so employees find the value before they need it
  • Every time you get a raise, bump up your retirement contribution before you adjust to the extra money


Guest LinkedIn:
https://www.linkedin.com/in/chris-toney/


Company website:
https://www.quest.com


Sponsor


Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations


Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.

See a demo at https://www.aurafinance.com/

Why Most Benefits Programs Break the Moment They Meet Real Life28 avr. 202600:22:44

Summary


A pharmaceutical company was about to roll out student loan repayment—until they actually looked at the data and realized it was the parents and grandparents carrying the loans, not their employees. 


That one insight changed everything about how they approached financial wellness. In this episode, Kelsey Willock sits down with Tom Ellis, VP of Total Rewards at Emplify Health, who has spent over 20 years building people programs inside some of the largest health systems in the country—from Tennessee to Maine to Florida and now Wisconsin. 


Tom is one of those rare total rewards leaders who is equally comfortable talking about data warehouses and frontline employees living paycheck to paycheck. Together, Kelsey and Tom get into why so many elegant benefits programs fall apart when they hit real employee lives, how to build a direct behavioral health partnership that actually works (his prevented eight suicidal ideations in its first year), why HR is so bad at telling its own story, and where the future of benefits is heading when it comes to flexibility and shared accountability. If you design, measure, or communicate benefits programs, Tom's perspective will stay with you.


Timestamps

  • 00:56 Tom's first paycheck and how growing up without money shapes his work
  • 04:11 The student loan assumption that data completely upended
  • 06:41 Why data matters for baselines and measuring what's actually working
  • 08:30 The ED utilization problem they accidentally created through education
  • 11:03 The "messy middle" of employee lives and why programs break there
  • 12:40 Building a direct behavioral health partnership that prevented eight suicides
  • 15:07 How to actually tell the story of benefits up to executives
  • 18:32 Where benefits are heading: flexibility, choice, and shared accountability


Takeaways

  • Before building a program, get the data to confirm the problem actually exists the way you think it does
  • Design for the "messy middle" of real employee lives, not the theoretical average
  • Measure the efficacy of every intervention so you can tell the story when leadership asks
  • Pair quantitative data with employee stories; both are needed to make the case stick
  • Build shared accountability into benefits so employees have a clear role to play in the outcome


Guest LinkedIn:
https://www.linkedin.com/in/tom-ellis007/


Company website:
https://www.emplifyhealth.org

Sponsor


Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations


Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.

See a demo at https://www.aurafinance.com/

Why Open Enrollment Isn't Where Employees Actually Use Benefits23 avr. 202600:23:21

Summary


Most employees don't think about their benefits until something goes wrong—and by then, they've already forgotten the open enrollment presentation, the brainshark, and the guide they skimmed in October. 


In this episode, Kelsey Willock sits down with Chloe Jones, Executive Director of Global Benefits at CACI International, for an honest conversation about where benefits delivery actually breaks down and what it takes to reach people when it matters. 


Chloe's path into benefits started with a serendipitous lunchroom friendship at a small insurance brokerage—a colleague she'd chatted with for a year wrote her an unsolicited recommendation on the way out the door, and Chloe got the job that launched everything. That story tells you a lot about how she thinks: relatable, generous, and grounded in the reality that most people don't grow up learning how money works.


 She and Kelsey get into why benefits communication has to happen everywhere all year (not just at enrollment), why employees won't tell you they don't understand the information, how AI is about to reshape benefits navigation while raising serious data privacy questions, and what at-home diagnostic kits could mean for the future of preventative care. If you design, deliver, or communicate benefits programs, Chloe's perspective on meeting employees where they actually are—not where you assume they are—will sharpen how you think about the work.


Timestamps

  • 00:16 – Chloe's winding path from history degree to global benefits leadership
  • 06:17 – First job at Limited Too and the first paycheck that went straight to a manicure
  • 07:16 – Why Chloe has no earliest memory of money—and what that says about financial education
  • 10:26 – How humble beginnings shaped her approach to employee communication
  • 14:22 – Where benefits break down: the delivery gap between enrollment and real life
  • 18:23 – AI, PII, and the tension between personalization and data privacy
  • 21:00 – At-home diagnostic kits and what's coming next for the employee experience


Takeaways

  • Open enrollment gets people enrolled—it doesn't teach them how to use what they have; the real work happens all year long
  • Employees wear work masks and won't tell you they don't understand the information; you have to communicate across every channel, not just the one that fits your company's "look and feel"
  • Frame benefits so people can find what they need in the moment they need it, not just when you're ready to present it
  • Financial education is missing from most people's upbringing; staying relatable in how you communicate isn't optional, it's the job
  • Watch the intersection of AI-powered benefits navigation and data privacy closely—legislation is coming, and your contracts need to be ready


Guest LinkedIn:
https://www.linkedin.com/in/chloe-jones-5a60556b/

Company website: https://www.caci.com


Sponsor


Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations


Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AIpowered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.

See a demo at https://www.aurafinance.com/

What a Dime Jar Taught Me About Pay, Anxiety, and Employee Empathy23 avr. 202600:27:44

Summary


What does a first confession in 1980s Arizona have to do with how a Chief People Officer thinks about pay and benefits today? More than you'd expect. In this episode, Kelsey Willock sits down with Ann Watson, Chief People Officer at Cover Genius, for an honest, humane conversation about money, empathy, and the quiet benefits that change people's lives. Ann leads people operations for a global insurtech company with roughly 700 employees across 23 countries, and she's spent most of her career guiding tech startups through the messy 50to500 growth phase. She opens up about growing up in a family that didn't have much but valued education, her first salaried job at an earlystage Starbucks, and why she works hard to never assume she knows someone's financial story—even when she technically knows their salary. Ann and Kelsey get into where compensation and benefits are breaking down in the US, the trap of chasing global parity, a failed "will and advanced directive" lunch that taught her a lot about the gap between what people say they want and what they'll actually act on, and why she's a true believer in pay transparency. If you care about building benefits programs that actually show up for people in their hardest moments, this one's worth your time.


Timestamps

  • 02:18 – Ann's earliest memory of money (and a first confession confession)
  • 05:14 – Her first fulltime salary and what it revealed about generational money
  • 07:25 – Why knowing what everyone earns teaches you to assume nothing
  • 12:16 – Where US pay and benefits are breaking down most
  • 14:50 – The trap of chasing global parity across countries
  • 17:30 – The willandtestament lunch that didn't go as planned
  • 20:30 – Remote work as a lifechanging benefit, not just a perk
  • 26:48 – Why Ann is allin on pay transparency


Takeaways

  • Check your assumptions about what employees earn, know, or can handle financially—salary tells you almost nothing about someone's real money story
  • Design benefits for the worst moments of someone's life, not just the recruiting pitch
  • Resist chasing global parity—build locally relevant benefits and communicate the "why" clearly
  • Test desire against action before building a program; what people say they want and what they'll show up for are rarely the same
  • Enroll employees in the safetynet benefits they'll never think to ask for—life insurance, LTD, autoenrolled 401(k)s
  • Lean into pay transparency even when it feels uncomfortable; the rigor it demands makes everything else better


Guest LinkedIn:
https://www.linkedin.com/in/annwatson5404a48/


Company website:
https://www.covergenius.com


Sponsor


Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations


Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AIpowered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.

See a demo at https://www.aurafinance.com/

Why Your Benefits Communications Are Still Too Complicated to Work23 avr. 202600:27:28

Summary


A hotel company with 120 properties across the country went from 20% open enrollment engagement to over 85% in a single year—and 21 properties hit 100%. The trick wasn't a new platform or a bigger budget. It was handing ownership to local leaders and a little friendly competition. In this episode, Kelsey Willock sits down with Brian Sosa, Director of Benefits at Crestline Hotels and Resorts, to talk about what actually moves the needle on benefits engagement when your workforce is scattered, multilingual, and rarely sitting at a desk. Brian brings a refreshingly analytical but human perspective to the work. He shares the story of buying a toy Hummer as a kid that taught him it's okay to spend money, how he invoiced his dad in dessert for his first "real" job, and how those early lessons shaped the way he designs tools and communications today. Kelsey and Brian get into why benefits break down most often (hint: it's not just communication), how to translate retirement contributions into "gallons of gas" so employees actually understand them, why sometimes launching the wrong thing is faster than running another survey, and where AI and care navigation tools may genuinely reshape the employee experience in the year ahead. If you lead a distributed workforce or just want sharper ideas for making benefits land, Brian's perspective is worth an hour.


Timestamps

  • 00:48 The toy Hummer and the lesson that it's okay to spend
  • 04:00 Brian's first "paycheck" paid in dessert by his dad
  • 08:18 Where benefits break down: complication, not just communication
  • 10:19 Translating retirement contributions into gallons of gas
  • 12:37 The 120-property competition that drove 85%+ open enrollment engagement
  • 16:31 Why the right benefits admin platform is really a data strategy
  • 19:14 Launching things intentionally instead of waiting for survey results
  • 21:24 Care navigation, AI, and what may actually shift the employee experience


Takeaways

  • Make benefits language relatable — translate percentages into real-world dollars or something people already spend money on
  • Hand ownership of engagement down to local leaders and add a little friendly competition
  • Don't let survey fatigue stall you; sometimes launching the wrong thing surfaces what people actually need faster than asking
  • Invest in data infrastructure, not just benefits programs — the insights shape next year's strategy
  • Watch care navigation tools and AI closely; the real employee impact may be less about features and more about cost and access


Guest LinkedIn:
https://www.linkedin.com/in/brian-sosa/


Company website:
https://www.crestlinehotels.com


Sponsor


Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations

Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.

See a demo at https://www.aurafinance.com/

Why Your Benefits Strategy Is Failing Employees (And How to Fix It)21 avr. 202600:26:15

Summary

What if the secret to building a thriving workforce started with a five-year-old saving a dollar a day? In this episode, we sit down with Dr. Charmion "Charm" Patton, Chief Human Resources Officer at Hillsborough County Public Schools and a 25-year HR generalist, to explore how personal money lessons shape the way leaders design benefits that actually transform lives. 



Dr. Patton shares the childhood habit that taught her financial discipline, then unpacks how that same mindset informs her approach to employee well-being today. From bundled surgery programs that eliminate out-of-pocket costs, to the looming questions around GLP-1 medications, to the simple power of reminding overworked educators it's okay to take a bio break, this conversation is packed with practical wisdom for HR leaders, benefits professionals, and anyone navigating the intersection of compensation, care, and culture. 



Dr. Patton makes a compelling case that financial wellness isn't just about retirement — it's about meeting employees where they are today and giving them the tools to build a quality life right now.



Timestamps


[00:54] – Dr. Patton's earliest money memory: saving a dollar a day 


[05:52] – How her money story shapes her benefits philosophy 


[06:46] – Why financial wellness matters beyond retirement 


[09:15] – Where compensation and benefits break down most often 


[12:33] – A bundled surgery benefit that's transforming employee care 


[18:07] – Benefits trends shaping the next year: advocacy and GLP-1s 


[22:41] – A 30-day financial wellness experiment anyone can try



Takeaways

  • Reframe saving as a reward, not a sacrifice, to build sustainable money habits
  • Design benefits with the employee's full financial picture in mind, not just the company's bottom line
  • Offer bundled care options to remove cost barriers and encourage preventative treatment
  • Track claims data over time to measure the real impact of new benefit programs
  • Prepare for rising employee advocacy around high-cost medications like GLP-1s
  • Start small with financial goals — $10 saved beats $0 every time


Sponsor


Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations


Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.


With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.

See a demo at https://www.aurafinance.com/

How Crunch Fitness Cut Part-Time Turnover 24% With One Bold Benefits Move16 avr. 202600:25:04

What happens when you stop assuming what employees need and actually ask them? 


Pamela J. Brown, EVP and Head of People & Culture at Crunch Fitness, joins Beyond the Paycheck to share how she's transforming the employee experience across 550+ gym locations in six countries. From implementing a 401(k) with match after an inaugural engagement survey to making Crunch Fitness the only big-box gym offering full benefits to part-time employees — resulting in a 24% retention improvement — Pam reveals the framework behind building benefits programs that deliver measurable ROI. 


She opens up about her earliest money memories, the mentor who shaped how she leads, and why mental fitness training, leadership development, and creative no-cost benefits are just as critical as traditional compensation. Whether you're trying to get buy-in from senior leadership on a new pilot program or looking for hidden value in your existing vendor relationships, this episode is packed with tactical strategies you can start using this week.


Timestamps

[00:49] – Pam's earliest money memory and the Disneyland lesson that changed her perspective


[06:00] – How personal money experiences shape her approach to total rewards


[07:43] – Driving engagement and utilization: closing the loop on employee feedback


[09:30] – Why Crunch Fitness offers full benefits to part-time employees


[12:02] – Leadership development and mental fitness as total rewards


[16:29] – Getting executive buy-in for mental health programs


[18:19] – The hypothesis-test-prove framework for benefits ROI


[23:43] – A 30-day experiment: unlocking hidden vendor benefits


Takeaways

  • Close the feedback loop — tell employees what you heard, what you did, and show the results
  • Test bold hypotheses with pilot programs, prove ROI with retention data, and pivot fast when something isn't working
  • Explore no-cost and low-cost benefits like low-interest loan programs, EAP negotiations, and vendor partnerships
  • Treat leadership development and mental fitness training as part of your total rewards package — not separate line items
  • Audit your vendor relationships: brokers, 401(k) providers, and EAPs often have hidden benefits you haven't activated
  • Incentivize preventative care usage to drive healthier outcomes and reduce insurance cost increases


Guest LinkedIn: https://www.linkedin.com/in/pamelabr/
Company Website: https://www.crunch.com

Why Your Employees Are Choosing the Wrong Health Plan — And How to Fix It14 avr. 202600:21:06


Summary

What if the biggest obstacle to your employees' financial well-being isn't their salary — it's that they don't understand what they already have? In this episode of Beyond the Paycheck, host Kelsey Willock sits down with Erin Desrosiers, CCP, Compensation and Benefits Leader at HOK, the global architecture and design firm with 1,700+ employees across 27 offices. 


Erin brings over a decade of experience in compensation and benefits to an honest conversation about the affordability crisis facing today's workforce, why employees consistently choose the wrong health plan, and what companies can actually do about it. From the triple tax advantage of HSAs that most workers overlook, to why fertility benefits generate the most gratitude she's ever seen, to the "job hugging" phenomenon keeping people frozen in place — Erin doesn't shy away from the hard truths. She also makes a compelling case for something deceptively simple: just talk to your benefits team. They want to hear from you. Whether you're an HR leader designing your next open enrollment or an employee trying to stretch your paycheck further, this episode delivers practical, actionable guidance you can use starting today.


Timestamps

[00:35] – Erin's earliest money memory: the nickel-and-dime sibling hustle


[03:10] – Why data matters more than personal opinion in comp & benefits


[05:05] – Job hugging, AI anxiety, and why employees aren't moving


[08:24] – Shopping for health insurance like car insurance


[11:08] – The deductible conversation most adults still need


[14:18] – Fertility benefits: the most appreciated offering Erin has ever provided


[16:01] – Remote, hybrid, or in-office: why companies are holding to their values


[18:00] – The 30-day experiment: HSAs, feedback, and advocating for yourself


Takeaways

  • Treat health insurance decisions like car insurance — compare premiums, deductibles, and out-of-pocket maximums rather than defaulting to the most expensive plan
  • Leverage HSA triple tax advantages: pre-tax contributions, tax-free growth, and tax-free withdrawals for eligible expenses
  • Share candid feedback with your benefits team — they hear complaints but rarely learn what employees actually value
  • Consider fertility benefits as a high-impact offering that transforms employee loyalty and builds families
  • Recognize "job hugging" as a real workforce trend driven by AI uncertainty and distrust in hiring processes
  • Educate employees year-round on their benefits, not just during open enrollment season


Guest LinkedIn: https://www.linkedin.com/in/erin-desrosiers-ccp-50652536/
Company Website: https://www.hok.com

From Cost Shift to Care Shift: Tom Armani on Value-Based Primary Care and Personalizing Benefits14 avr. 202600:21:29

Summary

High-deductible plans were meant to save money—but for many employees, they’ve created “functional uninsured” risk and delayed care that drives bigger costs later. Tom Armani, most recently Director of Global Benefits at Dayforce and a 20+ year benefits leader, unpacks how employers can reverse the affordability crisis while improving outcomes. He explains why self-funded benefits should be run like a small business, the misaligned incentives across carriers, providers, and PBMs, and how value-based advanced primary care can lower total cost of care. Tom shares a practical model he implemented—partnering with a curated marketplace of independent primary care groups with fees at risk and clinical reconciliation. He also tackles the engagement gap: why point solutions go unused, how just‑in‑time personalization (via claims and wearable data) boosts relevance, and how to do it within HIPAA using vendor-led outreach. The episode closes with actionable steps for financial wellbeing—from capturing the employer match to using HSAs/FSAs and advocacy partners—plus a call to build healthcare literacy so employees can actually navigate their plans.


Timestamps

[00:40] – Early money mindset: Depression-era frugality and why affordability matters

[02:15] – First jobs to benefits philosophy: Understanding paycheck-to-paycheck realities

[07:35] – Where benefits break down: Self-funded spend, misaligned incentives, HDHP pitfalls

[10:59] – The true cost of delayed care and ER utilization

[11:30] – Fixing incentives: Value-based advanced primary care and independent networks

[14:45] – The engagement gap: Point solutions, personalization, and AI-driven outreach

[16:15] – Doing personalization right: HIPAA, vendor-led targeting, and data privacy

[19:10] – Healthcare literacy for new workers and navigation challenges

[21:05] – Next best actions: Employer match, HSAs/FSAs, emergency savings, and advocacy


Takeaways

- Run benefits like a P&L—interrogate incentives across insurers, providers, and PBMs.

- Reduce overexposure from HDHPs; restore first-dollar coverage for prevention and primary care to avoid downstream costs.

- Pilot value-based advanced primary care with independent groups and at-risk fees tied to outcomes.

- Close the engagement gap with personalized, just-in-time outreach powered by claims/biometric data—delivered by privacy-compliant vendors.

- Build healthcare literacy and offer advocacy so employees can navigate networks, prior auth, and plan design.

- Coach “next best actions”: capture the employer match, fund HSAs/FSAs with pre-tax dollars, create an emergency savings buffer, and ask for help early.


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations


Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.

With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

Why You'll Compare TVs but Not Doctors: The Baldwin Group's Nick Getz on Healthcare's Consumerism Problem and What's Coming in 202709 avr. 202600:24:10

Summary

How do you help employees make smarter healthcare decisions in a system that’s anything but consumer-friendly? Nick Getz, National Director of Underwriting & Innovation, Employee Benefits at The Baldwin Group, breaks down how employers can communicate value, drive preventive care, and control rising costs—without overwhelming their people. The Baldwin Group is one of the fastest-growing brokerages in the U.S. with 5,000+ employees, and Nick brings a clear, practical lens: benefits are a retention engine, not just an attraction perk. He shares how to tell the full total-compensation story, why messages need 8–9 touches across existing channels, and how to tailor preventive care to each person’s reality—from GLP‑1 users to simple habit stacking. Nick also explains why U.S. healthcare lacks true consumerism, what that means for navigation and price transparency, and which trends—like pass-through PBMs and regulation—will reshape the employee experience in the next two years. Expect actionable guidance on steering employees to high‑value care, simplifying choices, and preparing for a noisy but necessary wave of change.

Timestamps

[00:17] – Nick’s role at The Baldwin Group: underwriting innovation, controlling healthcare and pharmacy spend

[01:23] – Early money lessons: earning, saving, and the value of choice

[02:23] – First jobs and spending that first paycheck—plus the saving lesson that stuck

[04:07] – Benefits as retention: telling the total compensation story and what really drives loyalty

[06:17] – Communication that works: 8–9 touches, multi-channel, and quarterly focus themes

[09:36] – Preventive care redefined: habits, chronic conditions, GLP‑1 use, and meeting people where they are

[15:22] – The biggest breakdown: where to go for care and why healthcare lacks true consumerism

[19:38] – What’s ahead: regulation as a warning sign, drug costs, transparent PBMs, navigation—and a noisy 2027

Takeaways

- Treat benefits as a retention engine—tell the full total compensation story, not just premiums and copays.

- Communicate with repetition and variety—use existing channels, aim for 8–9 touches, and theme messages by quarter.

- Personalize preventive care—meet people where they are, connect mental and physical health, and promote small, stackable habits.

- Steer employees to high‑value care—offer navigation support, explain cost differences, and demystify copays vs. HDHPs.

- Tackle pharmacy spend—evaluate transparent, pass‑through PBMs and support access strategies for high-cost, life-saving meds.

- Prepare for regulatory shifts—expect noise before clarity; prioritize member experience and cost transparency now.


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations

Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.

With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/


Pay Transparency Is Coming Whether You're Ready or Not: Silicon Labs' Total Rewards Leader on Education, Equity, and What Managers Must Learn06 avr. 202600:21:09

Shiny offer letters don't build trust—clear education and consistent execution do. Nick Oliveri, Senior Director of Total Rewards at Silicon Labs (a 1,800-person global semiconductor company with 18 locations), shares a practical playbook for modern compensation and benefits. Grounded in the belief that every dollar represents someone's effort, Nick explains why the biggest breakdowns happen in education—especially manager enablement—and how simplifying salary bands and benefits can close the gap. He details Silicon Labs' enterprise ChatGPT program with custom GPTs for safe, on-demand benefits questions, the guardrails they use in comp planning (live dashboards, merit/equity matrices), and why he prefers buying tech to avoid upkeep drag. Nick also unpacks benefits that truly change lives—parental leave with flexible return and real-life supports—how he measures impact (pulse surveys, external signals), and lessons from an unexpected backlash over a pet insurance switch. Looking ahead, he argues pay transparency is a trust strategy, not just a compliance exercise, with narrower base ranges and incentives doing more of the performance lifting. Tools mentioned include Pave for dynamic comp planning and total rewards visibility.

Timestamps

[00:45] – Meet Nick Oliveri: career path into Total Rewards and leading comp/benefits at Silicon Labs

[02:07] – First memories of money: why "every dollar equals effort" shapes his pay philosophy

[04:19] – Where comp/benefits break down: education, transparency, and manager enablement

[06:07] – Applying AI: custom GPTs for benefits questions and safer employee learning

[08:03] – Guardrails that work: dashboards, comp planning matrices, automation, fresher data

[09:01] – Build vs. buy: why upkeep tips the scale toward purchasing HR tech

[10:17] – Benefits that change lives: parental leave, flexible returns, and real-world support

[17:16] – The next wave: pay transparency as a trust strategy; narrower ranges, bigger incentives

[19:18] – Tools to watch: Pave for virtual offers, total rewards visibility, and live comp data


Takeaways

  • Educate managers to be your primary communicators on pay, ranges, and trade-offs.
  • Simplify salary bands and benefits; clarity increases perceived value and trust.
  • Deploy AI chatbots for private, 24/7 benefits questions to boost understanding and utilization.
  • Build comp guardrails with real-time data: dashboards, merit/equity matrices, and automation.
  • Invest in parental leave and flexible returns; pair with practical supports to reduce stress.
  • Treat pay transparency as table stakes; narrow base ranges and use incentives to drive performance.
  • Expand financial wellness access—advice, budgeting tools, and education on 401(k)/ESPP—especially in uncertain markets.
  • Favor buying HR tech to reduce maintenance burden and accelerate outcomes.


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations

Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.

With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

Employees in Their 70s with $0 Saved: How Northside Hospital Is Using Age-Banded Strategy to Fix Retirement Before It's Too Late05 avr. 202600:24:42

If employees don't use their benefits, they don't create value. Tomekia Williams, Manager of Benefits Administration at Northside Hospital in Atlanta, shares how her team moves beyond "check-the-box" offerings to utilization, impact, and true care for a largely frontline workforce. Northside—known as the "baby hospital" for delivering more babies than any hospital in the U.S.—faces the complexity of educating busy caregivers. Tomekia breaks down how targeted, time‑of‑need communications outperform broad blasts, from hosting segmented info sessions on new IRS catch‑up rules to building age‑banded financial wellbeing programs that start with budgeting for early‑career employees. She also details what changed lives during the pandemic—rolling out Headspace and normalizing proactive mental health support—and why the hospital doubles down on EAP access for employees and their households plus coaching via meQuilibrium. Looking ahead, she highlights AI's role in streamlining benefits administration and why measuring relevance and utilization (not volume) should guide every plan decision. Expect practical moves you can apply now, including a 30‑day experiment to target the largest age cohort in your workforce.


TIMESTAMPS
[00:45] – From temp role at Fidelity to a career in benefits education
[01:32] – Inside Northside: serving frontline caregivers at the "baby hospital"
[05:10] – The real gap: time‑of‑need education vs. information overload
[07:43] – Targeted outreach in action: IRS catch‑up changes and live Q&A sessions
[08:45] – Mental health that moves the needle: Headspace and proactive support
[12:16] – Measuring what matters: utilization, relevance, and sunsetting low‑value perks
[13:50] – Financial wellbeing for 2026: pension + DC readiness and age‑banded coaching
[20:12] – Trends to watch: AI for benefits admin and easier access to mental health care


TAKEAWAYS
- Deliver education at moments that matter—map life events and push targeted, timely communications.
- Host segmented info sessions for plan or regulatory changes; pair concise content with live Q&A.
- Manage your portfolio by utilization and outcomes; retire low‑value perks and reinvest in what's used.
- Build retirement readiness early with age‑banded financial wellbeing—teach budgeting and compounding to new grads.
- Promote your EAP year‑round (to employees and households) and add coaching tools like meQ to support clinicians.
- Apply AI to streamline benefits administration—reduce eligibility/enrollment errors and clarify communications.


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations

Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.

With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

The Benefit Nobody Expected: GoHealth's Eric Waggoner on Financial Well-Being, Pay Equity, and Why Custom Insoles Outperformed Every Prediction04 avr. 202600:24:54

Summary

How do you modernize total rewards for a 6,500-person frontline healthcare workforce—without losing the human touch? Eric Waggoner, Director of Total Rewards at GoHealth Urgent Care, shares how his team balances compliance, cost, and culture across 17 states and multiple health system joint ventures. With a career that began in sales redesigning commission plans, Eric brings a pragmatic lens to compensation, benefits, and financial well-being. He explains how AI can supplement—not replace—HR teams, from speeding compensation cycles with tools like Better Comp to deflecting benefits FAQs during open enrollment. Eric also details how he educates employees on the full value of total rewards, tailors financial well-being by generation, and measures success beyond claims data. Don’t miss his unexpected, high-impact benefit for frontline staff—3D custom insoles—and his take on pay equity guardrails and the rising pressure of prescription drug costs. The episode closes with a 30-day money experiment any listener can try.

Timestamps

[00:45] – Guest intro: From sales commissions to leading Total Rewards in healthcare

[01:57] – GoHealth at a glance: 17-state JV model and a 6,500-person frontline workforce

[03:05] – Early money lessons and first jobs—and how they shape empathy in pay and benefits

[06:47] – Where comp and benefits break down today: manual work, healthcare costs, and AI as a supplement

[09:02] – Tools in practice: Better Comp for compensation cycles and an AI benefits assistant for open enrollment

[11:09] – Teaching total rewards value: whole-person design, financial well-being, and generational needs

[16:08] – A small benefit with big impact: 3D custom insoles, MSK prevention, and cultural ROI

[20:28] – Pay equity readiness: fast-changing laws, annual audits, and transparent guardrails

[22:05] – The near-term trend to watch: managing rising RX costs

[23:27] – A 30-day experiment to boost your financial well-being: track every dollar

Takeaways

- Treat AI as a force multiplier: use it to automate FAQs and accelerate comp work while upskilling your team.

- Make total rewards visible: share annual total comp statements and explain employer-paid value clearly.

- Design for the whole person: integrate physical, emotional, and financial well-being across the career journey.

- Personalize financial education: meet generational needs with 401(k) basics, Roth options, and investing literacy.

- Pilot targeted frontline benefits: test high-utility perks like 3D custom insoles that reduce MSK strain and lift morale.

- Prepare for pay equity at scale: run annual pay audits with demographic cuts and document processes to meet evolving laws.

- Tackle RX spend proactively: explore plan design, vendor partnerships, and education to blunt near-term cost pressure.


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations

Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.

With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/


Wealth on the Rails: How Amtrak's Benefits Leader Is Building Financial Futures for 24,000 Employees04 avr. 202600:20:46

Summary

How do you drive benefits engagement when most of your workforce is union, frontline, and constantly on the move? Robert Fortin, Senior Manager of Benefits Wealth at Amtrak and former pension consultant, shares how his team thinks beyond retirement to help employees build wealth across their careers. From his earliest money lessons (savings bonds from his grandmother) to riding Amtrak routes to hear frontline feedback firsthand, Robert brings a practical, people-first lens to plan design. He explains why automatic programs beat awareness campaigns, what the Pension Protection Act unlocked for savers, and how default choices still shape outcomes years later. Robert also unpacks Amtrak's unique context—balancing federal funding stewardship with attraction and retention, operating under the Railroad Retirement system, and tailoring offerings like lifestyle spending accounts to a diverse, largely union workforce. He closes with what's next: more employee choice—with the caveat that simplicity, vendor partnership, and updated legislation are essential to make it work.

Timestamps

[00:20] – Guest intro: Robert's role leading wealth-building at Amtrak and career journey from pensions to plan sponsor

[01:21] – Inside Amtrak: mission, union-heavy workforce, and a public service footprint across the U.S.

[02:56] – Early money lessons: savings bonds, time value of money, and saving for your future self

[05:59] – First job habits: quarters for trash cans, diligence, and forming financial discipline

[07:13] – The engagement challenge: remove barriers, use automatic programs, and make saving effortless

[08:46] – Policy that changed saving: PPA 2006, auto-enrollment/escalation, default rates, and SECURE 2.0

[11:36] – Reaching frontline employees: safety/benefit fairs, riding the trains, and word-of-mouth influence

[14:19] – Balancing the benefits mix: federal funding, healthcare costs, Railroad Retirement, LSAs, and demographics

[18:09] – The next trend: expanding employee choice—while managing complexity and regulatory constraints

Takeaways

  • Automate savings: implement auto-enrollment and auto-escalation with meaningful default rates to boost participation.
  • Get out of the office: supplement surveys with listening tours, benefit/safety fairs, and ride-alongs to hear frontline needs.
  • Design for frontline realities: communicate in simple, timely ways and leverage peer networks to spread awareness.
  • Balance the portfolio: weigh healthcare, retirement, and flexible accounts against budget and mission to drive retention.
  • Offer choice with guardrails: simplify through vendor partnerships and advocate for policy updates that enable equitable flexibility.
  • Start with your demographics: build benefits around who you have today and the workforce you need in 3–5 years.


Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations

Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.

With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

From Unemployment Lines to the C-Suite: Julie Bell on Building Pay Equity, Doubling Wellness Enrollment, and Why Merit Beats COLA02 avr. 202600:24:25

Summary

What does it take to transform a billable-rate-driven pay culture into a fair, transparent, and data-backed system? Julie Bell, Global CHRO at Roush, shares how she built a rigorous compensation architecture from the ground up—partnering with Willis Towers Watson, standardizing hundreds of roles, and running annual adverse impact analyses that have cut pay inequities by 50% year over year. With a nontraditional HR path through org effectiveness and M&A integration, Julie brings a transformation-first lens to HR—centralizing offer decisions in Compensation, using regression analysis to win over engineering leaders, and challenging the tendency to overpay unproven new hires while overlooking internal performers. She also breaks down why benefits often go unused, how spouse-inclusive, targeted wellness communications nearly doubled enrollment, and how this strategy helps contain healthcare costs without shifting burden to employees. Julie closes with where AI is heading next in HR—personalized benefits navigation and mental health support—plus her dignity-first approach to difficult workforce actions.


Timestamps

[00:45] – Julie’s nontraditional path to CHRO and an expanded HR scope (EHS, security, internal comms)

[03:20] – Early money memory: layoffs, empathy, and leading with dignity in tough decisions

[05:40] – Humane layoffs: designing a process that preserves respect and support

[09:20] – From “Wild West” to structure: job architecture, WTW partnership, and pay equity audits

[12:00] – Data-led comp: regression analysis, centralized offers, and curbing overpaying new hires

[15:40] – Benefits breakdown: closing the usage gap with spouse-targeted wellness outreach

[18:10] – Affordability and performance: no COLA, merit-based increases, and promotion velocity

[20:40] – What’s next: AI in benefits navigation and mental health; human + AI in practice


Takeaways

- Build a job architecture and market-based comp structure; run annual adverse impact analyses and close gaps systematically.

- Centralize offer decisions with Compensation; benchmark against internal peers to start new hires at equitable levels.

- Replace peanut-butter merit and COLA with performance-based merit and targeted promotions; educate leaders and employees on the why.

- Treat benefits like a product: drive proactive utilization with targeted communications—especially to spouses—and tailor for workforce demographics.

- Use transparent, data-rich reporting (e.g., regression analysis, equity dashboards) to align engineering/ops leaders to the comp model.

- Pilot human + AI solutions for benefits education, navigation, and mental health to increase personalization and access while managing costs.

Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations

Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.

With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.


See a demo at https://www.aurafinance.com/

The $200 Jordans My Parents Made Me Return: What a Benefits Leader at Universal Learned About Money, Empathy, and Taking Care of Every Single Person17 mars 202600:30:44

Summary

Rising costs are squeezing employees at every level—so how do you design pay and benefits that truly meet people where they are? 

K Bighom, a benefits leader at Universal Destinations & Experiences with 20+ years in global benefits (US, UK, Canada, APAC), shares a pragmatic, human-first playbook. A former pre-med student turned HR pro, K frames people leaders as “healers,” responsible for financial, physical, and mental well-being. 

He breaks down where compensation and benefits most often fail (inequitable pay, plan design gaps), how to fix them with data and empathy, and why supporting your lowest-paid employees lifts the whole organization. 

K details practical tools like earned wage access (e.g., DailyPay), EAP expansion, and pay equity analysis—plus how to measure ROI quickly with utilization data and pulse surveys. 

He also forecasts the benefits trends to watch next: HSAs/FSAs/HRAs, parental leave, onsite childcare, wellness, and transit support. K closes with a simple 30-day savings experiment listeners can start today.

Timestamps

[00:45] – Early money memories: saving, big families, and the real cost of living

[02:41] – First job at Walmart pharmacy: the “Jordans” lesson and building a savings habit

[04:06] – From money story to policy: fair pay, equity, and earned wage access done right

[06:30] – Career pivot from pre-med to HR: choosing your path and “HR as healers”

[12:55] – Where comp/benefits break: pay gaps, plan design misses (dental/vision), and EAP

[15:38] – Measuring impact fast: claims/utilization, surveys, and presenting ROI to leadership

[22:07] – What’s next: HSAs/FSAs/HRAs, parental leave, onsite daycare, wellness, and transit

[25:48] – A 30-day savings experiment and K’s growth goals in global benefits

Takeaways

- Audit and close pay gaps using data (gap analysis, market benchmarks); meet employees halfway with phased increases and clear timelines.

- Design benefits holistically—fill real-life gaps (e.g., missing tooth clauses, annual frames), and invest in EAP and mental health support.

- Offer earned wage access to reduce hardship and 401(k) loans; pair it with education and thoughtful guardrails.

- Measure ROI early: track speed-to-impact, utilization, and sentiment with quick surveys; bring board-ready visuals and stories.

- Expand supportive benefits: HSAs/FSAs/HRAs, parental leave, childcare solutions, wellness/gym, and transit subsidies.

- Build personal resilience: automate a small monthly transfer to a separate account to grow an emergency fund.

Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations

Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.

With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.

See a demo at https://www.aurafinance.com/

How to Fund a Bonus Program Without Killing Morale: Kong's Ademar Martins on Creative Budgeting, Pay Transparency, and the Calculator That Saved the Rollout17 mars 202600:30:08

Summary

If employees don’t understand their rewards, they can’t value them. 

Ademar Martins, Head of Total Rewards and People Operations at Kong Inc., shares how he turns complex comp and benefits into clear, trusted programs. 

With nearly two decades in HR across public and private companies, Ademar blends budget-savvy design with crisp communication—think shifting merit timing to preserve value, launching a companywide bonus funded thoughtfully, and equipping managers with simple, personalized calculators. 

He details how Kong uses pay equity tools like Sindio Solutions, analytics via Visier and Workday, and a “test with non-HR first” rule to make messaging stick. 

Ademar also breaks down time-off practices that truly change lives—flexible time off, quarterly unplugged days, a year-end shutdown, sabbaticals, and flexible work—plus how he measures impact with benefits pulses, engagement, and eNPS. He closes with the implications of pay transparency mandates, AI’s effect on roles and ranges, and a 30-day experiment to spark financial well-being.

Timestamps

[00:45] – Guest intro: Ademar’s role at Kong and two-decade HR journey

[03:36] – Early money lessons: integrity, first jobs, and how they shape pay decisions

[06:20] – Budget creativity: changing merit effective dates to meet savings without gutting raises

[09:04] – Where comp breaks down: communications; rolling out a bonus with calculators and cascade training

[14:08] – Manager enablement: simplify tools, test with non-HR, record sessions, hold office hours; pay equity audits with Sindio

[17:18] – Programs that transform lives: FTO, year-end shutdown, quarterly unplugged days, sabbaticals, recognition, flexible work

[19:51] – Measuring impact: benefits surveys, engagement, and internal NPS

[24:52] – What’s next: pay transparency mandates, AI’s impact on compensation, and a 30-day experiment to boost financial well-being

Takeaways

- Make rewards understandable: use simple calculators, show before/after, and cascade training from execs to managers to employees.

- Equip managers to communicate: strip jargon, test with non-HR partners, record sessions, and host office hours.

- Stretch limited budgets: adjust timing (not only amounts) and design bonus transitions with higher individual weighting to reduce risk.

- Build time-off into the system: FTO, companywide shutdowns, quarterly unplugged days, sabbaticals, and flexible work drive real-life impact.

- Measure and iterate: run benefits pulses and engagement/eNPS, and refine programs based on what each workforce values most.

- Prepare now: embrace pay transparency, monitor AI-driven market shifts, and use tools like Sindio, Visier, and Workday to stay proactive.

Sponsor

Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations

Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.

With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.

See a demo at https://www.aurafinance.com/

The Future Is Personalized Benefits: Keri Seppala on Pay Transparency, Manager Training, and Why Biometric Screenings Need Flexibility to Work02 mars 202600:24:24

Summary

If employees don’t understand their pay and benefits, even great programs miss the mark. 

Kerry Seppala, a 25+ year executive in Total Rewards, HRIS, and Payroll across manufacturing, public/private, and government organizations, breaks down how to build trust-first compensation and benefits that people actually use. Drawing on experience with large frontline workforces and deep Workday expertise, Kerry explains where comp/benefits communication fails, how to train managers to discuss ranges, compression, and fairness, and why flexibility must extend to the shop floor—not just corporate roles. She explores the EU’s pay transparency ripple effects, the rise of employees as “benefits consumers,” and how personalized benefits allowances could reshape cost and choice. Kerry also shares where AI already adds value—bots for first-line HR questions and recruiting—and why consolidating tools inside core systems matters. Expect practical tactics: building HRIS to surface total rewards clearly, enabling on-the-clock biometric screenings to drive wellness and equity, and creating feedback loops through engagement surveys and town halls. She closes with a 30-day experiment to sharpen personal financial wellbeing.

Timestamps

[00:45] – Guest intro: 25+ years in Total Rewards/HRIS across manufacturing, public/private, and government

[04:45] – Where comp/benefits break down: education gaps on benefits, paychecks, and program design

[06:13] – Systems and transparency: Workday done right; manager training; Illinois pay ranges

[08:14] – Manager mindset shifts: compression, equitable decisions, and bias-proof review cycles

[09:44] – Frontline-first benefits: on-site flexibility and paid biometric screenings to boost wellness

[15:59] – What’s next: EU pay transparency, employees as savvy consumers, and personalized benefits

[18:25] – Practical AI in HR: bots for first-line questions and recruiting; fewer bolt-ons, more integration

[21:18] – 30-day experiment: track every expense to reveal savings opportunities and habits

Takeaways

- Train managers to talk pay with confidence—ranges, comp ratios, compression, and bias checks.

- Build HRIS (e.g., Workday) to surface total rewards clearly; pair with ongoing employee education.

- Extend flexibility to frontline teams; pay for wellness screenings on-the-clock to drive participation.

- Prepare for pay transparency at scale—upgrade systems, craft clear talking points, and expect more questions.

- Treat employees like consumers; pilot personalized benefits or stipends to align cost with actual usage.

- Deploy AI bots for first-line HR and recruiting questions to speed responses and reduce ticket volume.

Sponsor

AllVoices brings all your employee relations work together in one place. No more jumping between spreadsheets, emails, and legacy systems just one place to document and manage reports, cases, investigations, and performance conversations. It helps you run a more consistent process, takes busywork off your plate with AI, and makes it easier to spot trends early, so you can work proactively, not just put out fires.

See a demo at ⁠⁠⁠⁠https://www.allvoices.co/

Your Employees Don't Experience Pay the Way You Do: Dallas College's Eric Rodriguez on Trust, Transparency, and Treating Employees Like Customers27 févr. 202600:32:10

Summary

When compensation gets complex, trust erodes. 

Eric A. Rodriguez, Deputy CHRO at Dallas College, shares how he simplifies pay and benefits to reduce anxiety and build credibility—grounded in a personal money story that equates every paycheck with unseen effort, dignity, and stability. 

With oversight of HR operations, shared services, HRIS, and quality improvement, Eric explains how to move HR from programs to operational excellence: communicate early, remove jargon, and design for the day-to-day employee experience. 

He details a practical model for bridging leadership and employee needs, why “best practices” must be tailored to each organization, and how a culture of curiosity turns employees into co-creators. 

Eric also breaks down Dallas College’s HR transformation, from clearer ways of working across EX centers, COEs, and HRBPs to de-risking AI through hands-on training. 

Expect real examples—from a kid-run car wash to grocery-store tips that shaped his service mindset—and actionable guidance on role-based flexibility, development that employees actually want, and leading with the “why” behind work.

Timestamps

[00:18] – From sales to senior HR: Eric’s role and remit at Dallas College (HR ops, shared services, HRIS, QA)

[02:23] – Money as sacrifice and dignity: how early lessons shape views on pay

[04:19] – First jobs: entrepreneurship, tips, and the power of service

[08:46] – Turning beliefs into practice: trust, stability, and plain-language pay/benefits

[12:27] – Where comp/benefits break down: overcomplexity, late comms, copy-paste “best practices”

[15:21] – Bridging the gap: the “why” behind work, autonomy, and modern leadership

[19:51] – Beyond surveys: building a culture of curiosity and treating employees like customers

[22:34] – Transforming HR: operating excellence, EX centers/COEs/HRBPs, and AI training to reduce fear

[26:14] – What’s next: AI adoption, RTO nuance, and role-based flexibility

Takeaways

- Simplify pay and benefits—strip jargon to build trust and reduce employee anxiety.

- Communicate early and often; co-design solutions with leaders and employees.

- Customize “best practices” to your culture, workforce mix, and stage of maturity.

- Treat employees like customers—ask specific, frequent questions to uncover real needs.

- Invest in development that matters (especially AI literacy) to drive engagement and retention.

- Define flexibility by role and outcomes, pairing empathy with high-performance expectations.

Sponsor

AllVoices brings all your employee relations work together in one place. No more jumping between spreadsheets, emails, and legacy systems just one place to document and manage reports, cases, investigations, and performance conversations. It helps you run a more consistent process, takes busywork off your plate with AI, and makes it easier to spot trends early, so you can work proactively, not just put out fires.

See a demo at ⁠⁠⁠⁠https://www.allvoices.co/

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