The Next Chapter Community
The #1 place for financial services leaders, change makers, innovators, and advisors to grow, learn, and connect.
Founding Partners:
Group Sponsors
Why we’re here
What is the Next Chapter Community?
Yearly event featuring prominent executives leading change in our industry.
Quarterly “think tank” style networking groups, discussing hot financial topics and how we can advance them.
Monthly newsletter featuring curated content from Next Chapter members and prominent industry publications.
Weekly blog with opportunities for Next Chapter members to contribute.
24/5 Access to your Executive Sponsors via networking events, quarterly “think tanks”, and email.
Your Executive Leadership
Steve Gresham
CEO
The Execution Project
Cheryl Nash
CEO
Financial Supermarket, InvestCloud
Jack Sharry
CGO
LifeYield
Heather Kelly
Senior Vice President
Allianz Life
Anne Ackerley
Head of Retirement
BlackRock
Wayne Chopus
CEO
Insured Retirement Institute
Ken Dychtwald
CEO and Founder
Age Wave
Riley Etheridge
President, North American Wealth Management Group
Capital Group
Nalika Nanayakkara
Managing Partner Americas, Financial Services Consulting Leader
EY
Craig Pfeiffer
CEO
Money Management Institute
Jean Statler
CEO
Alliance for Lifetime Income
John Thiel
Executive Advisor and Board Director
Corey Walther
President
Allianz Life
Noreen Beaman
Board Director and Advisor
Chris J. Battaglia
Founder & CEO
Pareto Global Partners LLC
Sangeeta Moorjani
Head of Tax Exempt Business & Retirement Solutions, Executive Vice President
Fidelity Investments
Paula Nelson
Head of Strategic Growth, Individual Markets
Global Atlantic Financial Group
