December 2 - 3, 2025
JW Marriott Orlando Bonnet Creek Resort & Spa, FL
Tracy Shaw is Head of Engagement Strategy at Equitable. As a senior leader, she is passionate about creating people-first strategies. Through B:B:C expertise spanning healthcare, financial services, and nonprofit advocacy, and championing consumers, Tracy has delivered solutions that eliminate barriers, foster inclusivity, and empower individuals and communities. With a focus on integrating humanity into brands, Tracy leverages deep consumer insights while addressing market tensions with actionable solutions. By prioritizing accessibility and stakeholder value, she leads teams to create frictionless processes that connect customer-centric innovation to financial impact.
The “Great Wealth Transfer” is underway. As aging investors pass their wealth to their children and grandchildren, financial institutions must adapt to meet the expectations and preferences of a new, diverse generation of clients - while continuing to serve those who are independently accumulating wealth.
In this session, Tracy Shaw will share insights from Equitable’s recently released White Paper. Discover how a forward-thinking financial institution is preparing for this shift by modernizing tools, training advisors, and embracing a generational approach to client experience.
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Check out the incredible speaker line-up to see who will be joining Tracy.
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