Lightning Talk: How to Support Transgender Colleagues

Recorded On: 10/07/2022

Only available as part of a package

Allie Shafer, Director at SS&C, is a proud wife, pet mom, musician, board member and transgender woman. In addition to sharing her personal story of the joys and hardships of transitioning in the workplace, Allie will offer guidance on how to be supportive of your transgender and non-binary colleagues so that you can be a great ally, and help foster an inclusive work environment where everyone can succeed.

PLEASE NOTE: Prior registration is required to access on-demand FLS recordings. Please reach out to info@nicsa.org with any questions.

Allie Shafer

Director, Relationship Management, SS&C

Allie Shafer is a Principal Client Relationship Executive for SS&C Retirement Solutions, as well as a board member and treasurer of the Trans Affirming Alliance (TAA), a non profit organization seeking to provide transgender individuals with legal, medical, and resource assistance. Previously, Allie was a partner at Wealth Management Systems Inc. (WMSI), where she led both Relationship Management and Business Development for the technology & servicing platforms of the firm, which was sold to DST Systems in August 2015. Allie has spent her entire 20+ year career in the retirement industry, and currently holds the Accredited Investment Fiduciary (AIF) designation, as well as the Series 7, 24, and 63 licenses from FINRA.