CXFS Connect 2026

December 1 - 2, 2026

JW Marriott Orlando Bonnet Creek Resort & Spa, FL

Tracy Shaw

Tracy Shaw

Head of Content & Client Engagement Strategy Equitable
Tracy Shaw

Strategic executive with 20+ years leading enterprise transformation across financial services, healthcare, and nonprofit sectors. As Head of Engagement Strategy at Equitable, Shaw drives cross-enterprise initiatives that translate data into action, expanding access for women investors and underserved communities while delivering measurable growth. Co-inventor of patented 401kSecure retirement protection innovation. Board leadership includes Chair of Immune Deficiency Foundation, Director of National Endowment for Financial Education (NEFE) and International Patient Organization for PrimaryImmunodeficiency (IPOPI), and Chair Emeritus of SCORE National Board. Global mentor through Stanford SEED for emerging market entrepreneurs. PhD in Organizational Leadership with research focus on diverse supplier business growth. Known for strategic clarity, collaborative leadership, and scaling programs that serve the public good.

Check out the incredible speaker line-up to see who will be joining Tracy.

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