Team Bios

Anne Ashbey

Moderator: Product Council

Anne began first as a member having joined originally from Harry & David where she ran ecommerce. She’s also an alum of the Shop.org Board of Directors, ran the nonprofit Ashland Independent Film Festival and today leads marketing at an Internet startup in San Francisco.

Anne says, “I moderate because I have worked across the product – marketing divide and love helping and learning from a great group of digital product leaders who include the customer when building great products.”

Barrie Markowitz

Moderator: CEO/Head of Online Retail Council

Barrie first came to the Councils in 2008 when she was Managing Director, Membership for the United States Tennis Association. Barrie continued as a Council member through 2015 and once she decided to start her marketing consultancy decided to become a moderator. Barrie consults for high growth companies creating marketing strategies, market segmentation and marketing plans.

Barrie says “I work for Collaborative Gain because I cherished my experience as a Council member and want to help others obtain the same benefit that I received.”

BJ Arnone

BJ Arnone

Operations and Finance

With decades of experience, BJ is responsible for operations and finance including, but not limited to, new member setup, the member renewal process, budgets, and accounting.

BJ says, “I work for Collaborative Gain because it is a pleasure to work alongside an enthusiastic group of smart, good people. The open exchange of ideas and thoughts among the team creates both a great work and learning environment!”

Bobby Greenberg

Sales and Marketing

Bobby is a longtime member who is now a moderator. Bobby joined the Councils from Lincoln Financial where he ran strategy and customer insights for an innovation group formed by the CEO. Bobby is a well-known innovator and strategist.

Bobby says, “I work with Collaborative Gain because I get to make an impact on both the business and human side of things for some of today’s smartest, most successful leaders.”

Britany Crown

Project Manager

Britany runs a number of projects for Collaborative Gain and is also a consultant helping entrepreneurs launch businesses, develop their brand and manage their infrastructure.

Britany says, “I work with Collaborative Gain because everyday I have the opportunity to engage with incredible leaders and I consider it an honor to be a part of an organization that is creating meaningful impact in business, and taking a stand for collaboration and the human experience.”

Cat Fitzgerald

Moderator: Customer Experience/User Experience Council

Cat has been involved with Collaborative Gain and the Councils since the founding and is a well-known customer experience strategist and green business entrepreneur.

Cat says, “I moderate because I love my council members and enjoy seeing these customer experience leaders continue to help each other at every meeting.”

David Forrest

VP of Operations and General Manager for The Councils

In addition to being a moderator, David is VP of Operations and General Manager for The Councils, responsible for managing the internal team and making sure everything runs smoothly for our members. 

Prior to joining Collaborative Gain, David spent the majority of his career at the Motley Fool – first as VP of Operations for their US-based business and later as GM for their International Business. He was also a founding member of the Consumer Financial Protection Bureau team under Senator Elizabeth Warren.

David Forrest

Moderator: Chief Product Officer Council

In addition to being a moderator, David is VP of Operations and General Manager for The Councils, responsible for managing the internal team and making sure everything runs smoothly for our members. 

Prior to joining Collaborative Gain, David spent the majority of his career at the Motley Fool – first as VP of Operations for their US-based business and later as GM for their International Business. He was also a founding member of the Consumer Financial Protection Bureau team under Senator Elizabeth Warren.

David moderates because he values building community and helping members get the help they need. It also keeps him very close to the customer experience.

Elizabeth Peaslee

Moderator: Product and Customer Experience Council

Elizabeth began as a founding member of the Councils having joined (and helped to start the first Council) when she was VP of Customer Experience at Travelocity. Elizabeth is a well-known customer experience strategist and is active in the Shop.org community.

Elizabeth says, “I moderate because I know what it’s like to try to build a new and unfamiliar customer-centric discipline in an organization, and I think it would be crazy to miss out on an opportunity to participate in the sharing of ideas with some of the smartest people I know!”

Erica Johnson

Erica Johnson

Design

Erica is the resident designer at Collaborative Gain. She designed our logo we all love and continues to lead the design of our brand including all our digital and printed materials. She’s a well-respected designer in the industry.

Erica says, “I work for Collaborative Gain because I thrive in a collaborative environment and believe the best creativity happens when working as a team.”

Heidi Musser

Moderator: Product Council

As a senior executive, Heidi has spent over 30 years leading and advising businesses on designing new operating & engagement models to drive digital transformation and achieve operational excellence and enterprise agility. Her passion is ‘managing the soft side of technology’ through the adoption of fundamentally different ways of working, thinking and being. It’s about the people.

Heidi says, “I moderate because I am committed to creating safe environments where leaders can come together and learn from each other by listening and practicing the core leadership discipline of ‘asking for help’.”

Jennifer Machiaverna

Moderator: Marketing Council

Jennifer runs one of our marketing councils – this one focuses specifically on digital marketing and the challenges marketing leaders face when working with new platforms, products, data inputs and consumer expectations. She was introduced to the councils through several of her professional mentors, all of whom participated in the Collaborative Gain community and instilled its principles in her own career development.

Jennifer says, “I moderate because I’ve seen first-hand the value of peer leadership and mentoring in practice. Having been introduced to this community very early on in my career, I’m proud to support it’s growth – there’s truly nothing else like it.”

Julie Francis

Moderator: UX Council

Julie Francis is the founder of BellaVia Research, a boutique user research consultancy. She specializes in user experience research, with emphasis on strategy and innovation. She’s based in Santa Cruz CA, where she enjoys cycling and spending time with her curly headed daughters.

Julie is a passionate people-person who gets great joy from helping people connect and learn from one another. She’s excited to help the members of her newly-formed council build fruitful connections. She says “I moderate because we have so much to learn from each other. Why go it alone when there is this amazing collective wisdom we can tap into?”

Karen Barth

Moderator: Chief Customer Officer Council

Karen Barth is Managing Director of Positive Pathways Consulting, a firm that helps clients to develop growth strategies based on a deep understanding of the customer experience and the customer mindset. She also manages Positive Pathways Research group which conducts in-depth customer research in a broad range of industries.

Karen says, “I moderate because I believe in the power of dialogue, debate and the exchange of ideas to shake us out of set patterns of thinking and help us be the best we can be.”

Kathy Marryat

Moderator: General Management Council

Kathy comes to Collaborative Gain after a distinguished career at American Express, where she ran the digital division and later Travelers Insurance, where she ran digital marketing. She’s a board member at Discover Outdoors Foundation.

Kathy says, “I moderate because I enjoy interacting with and learning from the diverse and talented members of the Councils. Being a part of this amazing group feels challenging and rewarding.”

Kevin Novak

Moderator: Executive Marketing and Data Science Council

Kevin runs one of our Executive Marketing and Data Science Councils. Like many of our moderator team, he began as a member of the Councils back in 2008. He has spent over 20 years in digital including a stint as the Chief Digital Officer for the Library of Congress and is today a well-known and accomplished digital and marketing strategy consultant running his own firm.

Kevin Says: “Life is an opportunity for continuous learning. I moderate because I am passionate about connecting people and facilitating discussions that lead to new or expanded perspectives and solutions. We all should be life longer learners.”

Kristen Kmiec

Executive Assistant and Operations Manager

Kristen wears a number of hats including acting as the executive assistant to Phil Terry, producing a number of our member events and managing interns and part-time assistants. She’s held a number of jobs over the years and graduated with a degree in classics from Ohio State University.

Kristen says, “I work for Collaborative Gain because I get to build something that is making a real impact in the business community. Further, Collaborative Gain provides an environment where I’m able to contribute and my voice is heard – and, most importantly, I’m part of a team of people who really care for and appreciate one another.”

Laurea De Ocampo

Senior Event Producer, Event Consulting and Operations

Laurea is the senior event producer for the Councils and Collaborative Gain. She brings her extensive event production experience and expertise to producing the retreats that are at the heart of our member experience. She’s a well-respected producer in the technology and media community.

Laurea says, “I work for Collaborative Gain because I enjoy the process of producing the experience for members to gather in person, learn from each other and create meaningful relationships; an experience I value for myself, and a goal I have for the events I produce.”

Linda Tepedino

Moderator: HR Leadership & Employee Experience Council

Linda joined the Councils as a member when she led Human Resources for The New York Times’ digital group, and then as the CHRO at Consumer Reports. Previous to The Times, she held HR leadership roles at Reuters, Disney, and other global media organizations. Currently, she manages her own HR consulting company, and volunteers as a mediator with the New York Peace Institute.

Linda says, “I moderate because I love learning and collaborating with such a talented group of people. The councils create a truly unique environment that fosters growth. I value playing a part in helping members share their experiences — and create great experiences for their employees.”

Lynn Kahle

Moderator: Product Council

Lynn runs our first and longest-standing product council. An Associate Professor at the Technical University of Denmark, Lynn grew up in the United States but now resides in Europe (except when she’s running the retreats for her council). She received her PhD from Copenhagen Business School and her earlier degree from Texas A&M University.

Lynn says, “I moderate because it is a transformational experience to help and learn from very intelligent and interesting product leaders.”

Maggie Freeman

Admissions Coordinator

Maggie works on member recruitment and sales, from managing internal processes to producing events. She also runs Slow Art Day, another Phil Terry creation.

Maggie says, “I work for Collaborative Gain because I enjoy being part of such a great team, one that strives every day to create an inclusive environment for both employees and members.”

Mary Baumgartner

Moderator: Customer Experience and GM Council

Mary began as a founding member of the Councils having joined (and helped to start the first Council) when she was VP of HBO Online. Mary is a well-known marketing and strategy executive.

Mary says, “I moderate because I loves the Councils – the conversations, the customer focus, the collaboration, and most of all the members.”

Maya Pacheco

Moderator: Bay Area Pop-Up Councils

Maya is both a moderator and works with the Collaborative Gain team on Member Admissions. She began as a member from Autodesk and later Minted and is a passionate marketer, operations and customer experience executive.

Maya says, “I moderate because I love to help business leaders connect to share questions and insights with each other in pursuit of the best customer experience.”

Melissa Norcross

Melissa Norcross

Moderator: CEO Council

Melissa runs one of our GM councils – this one for CEOs or heads of large divisions at Fortune 500 companies. Melissa began as a member of one of our GM Councils and is today is a well-known strategy and finance executive having worked previously at McKinsey and P&G. She met Councils founder Phil Terry when they were both students at the Harvard Business School.

Melissa says, “I moderate because I believe passionately in creating environments where executives can come together to push one another’s thinking.”

Millie Cave

Member Services Coordinator

Millie is our Member Services Coordinator and is responsible for providing support to our team, happily assisting with projects big and small, and for meeting the needs of our valued members.

Millie says, “I work for Collaborative Gain because I love the work that we do, our mission, and our team. It is incredibly fulfilling to support a community that works so hard to build strong connections between people and to be a part of a dynamic team that listens to and is deeply invested in each other and our members.”

Phil Terry

Founder and CEO

Phil started the Councils and Collaborative Gain with a group of Internet pioneers in 2002. He’s the co-author of “Customers Included” and has worked in the digital world since the early 1990s. Read  Phil’s full bio here. Phil helps run the company because he is an evangelist for asking for help as a leadership discipline (as well as for customer-inclusive business design).

Q McCallum

Moderator: Data Science Council

Q McCallum is moderator of the Directors of Data Science council, which convenes data science leaders from a variety of company sizes and industry verticals. Through his consulting practice, Q guides firms in their decisions around data analysis and technology.

Q says: “I serve as a moderator to help industry leaders develop trusted networks and break through the isolation that comes with a leadership role. During our in-person meetings, I can feel the energy in the room as peers from different fields learn what they have in common and learn from one another’s experiences.”

Teresa Torres

Moderator: Product Council

Teresa is a product coach who was referred to Collaborative Gain by one of her clients – Hope Gurion, Chief Product Officer at CareerBuilder and long-time council member.  Teresa helps product teams use user research and experimentation to make better product decisions. Prior to coaching, Teresa held a variety of product positions at early-stage startups, including VP of Product at AfterCollege and CEO of Affinity Circles.

Teresa says, “I moderate because I love helping people share their experience and learn from each other. I wish I knew that the councils existed when I was an executive.”

Vidya Dinamani

Moderator: Product Council

Vidya is a product and innovation coach. She brings her deep executive experience of working with leading digital, B2B and consumer products to help both large product teams, and early stage startups create products that customers love

Vidya says, “I work for Collaborative Gain because I love being part of a group that is so passionate and committed to solving for the customer. Everyone involved with CG is open and generous in sharing their knowledge and experience. And it’s just plain fun getting to learn from incredibly smart and dedicated leaders from across the country.”