C-Suite CEO

Tracey has enjoyed two decades of experience in and around the legal industry.  She was previously COO of a rapidly growing personal injury firm and has also enjoyed engineering several newly created roles and departments including Chief Client Service Officer of a legal technology firm and Director of Strategic Pricing in a global law firm.  She has significant experience in KPI management, profitability and reporting, and has coached attorneys, practice groups, executive committees and legal operations professionals in a variety of practice areas on productivity and profitability metrics, pricing strategies, matter management and cross-functional collaboration.   

Tracey is a Certified Pricing Professional and has enjoyed a number of public speaking engagements.  She earned her BS in Music Education from Ithaca College and holds an MBA from the University of Rochester’s Simon School of Business. 

Tracey resides in the Charleston, SC area and loves food, wine and the beach.  She has two beautiful daughters, and her dog is her faithful executive assistant.

Beth Freeman has held a variety of positions including Law Firm Administrator, Owner of a Professional Coaching Business, and Real Estate Investor. Beth was previously with a non-profit organization with 12,000 members as a Sr. Director and Executive Team Member. She was responsible for the development of two departments, seven Directors, and multiple teams consisting of 135 leaders, coaches, and support staff in the creation and implementation of programs across seven Chicagoland locations. This included overseeing the delivery of multi-location weekly events for thousands of members, leading monthly workshops, and delivering keynote messages for annual conferences. Beth is most proud of her volunteer work in her community over the last few decades, mentoring women of all ages and stages of life. Beth has been leading people and developing businesses for 28 years.  In her spare time, Beth enjoys long walks with her husband, game nights with her kids, reading to her two grandkids, riding horses, and journaling.

Terri Larson has held a variety of positions including President of an Insurance CUSO, Vice President of Retail Banking and Lending, Vice President of Product & Strategy and was previously with RE/MAX Holdings as Vice President of Operations where she was responsible for leading the first of its kind, nationwide Motto Mortgage franchising brand, from onboarding and opening to the ongoing growth and development of the franchise network. Terri is most proud of the success she’s achieved in helping organizations become more profitable and how she’s helped them experience exponential growth. With over 25 years of strategic leadership and organizational development in the banking, insurance and franchising space, Terri also has bachelor’s degree in business administration/management and holds a graduate banking degree from the University of Wisconsin.

In her spare time, Terri enjoys riding her Harley, playing golf, and spending time with friends and family. You can often find Terri frequenting her favorite restaurants around town which are likely to include exceptional Mexican and Indian cuisine!  

Please join us in welcoming Terri to How to Manage a Small Law Firm and wishing them success in this new opportunity.

Stephanie has held a variety of positions including Broadcast Business Manager, Insurance Sales Representative, and Asst. Director for School Aged Child Care. She was previously with Powers McNalis Teebagy Luongo as Managing Partner where she was responsible for shared leadership of the firm as a member of its executive committee as well as developing and implementing strategies for accomplishing firm growth via KPIs, development of the firm’s policies and procedures, supervision over legal team litigation strategy and production, and business development/client relationships. Stephanie is most proud of the work she has done here at HTM over the last 5+ years with the hundreds of members she has been afforded the opportunity to help and the many advisors she has mentored and managed. Stephanie is a member of the Florida and Massachusetts bars, has a JD from New England Law, an MS from Simmons College and a BS from Emerson College. In her spare time, Stephanie especially enjoys spending time with her family, being a foodie, reading, movies, beach, live theatre/music, cruise travel and some casino time! The number 23 she wears around her neck is her lucky roulette number!

Jon Sullivan is a seasoned entrepreneur with over 20 years’ experience as an independent business owner and as an executive in both the for-profit and nonprofit sectors.  He has in-depth knowledge of strategic planning, sales and marketing, and fostering organizational growth.  His diverse background gives him a unique perspective on how to grow businesses and how to drive teams toward success. After serving as a naval officer and teaching at his alma mater, The Citadel, Jon’s entrepreneurial spirit led him to establish an independent real estate practice with the fastest growing real estate company in North America.  After a successful first year in sales, Jon was selected to turn around a struggling franchise in Orange Park, FL.  Within 20 months that office went from being unprofitable to doubling its salesforce, earning a profit and being recognized for highest per agent sales productivity in North Florida. Following his time in real estate, Jon joined a national nonprofit with a mission of assisting post 9/11 service members wounded in the Global War on Terrorism in 2009. Hired as a fundraiser, Jon quickly established several multimillion-dollar revenue channels which allowed the organization to raise over $1B in less than 10 years.  Jon also served in several executive roles on the operations side of the organization, where he led international teams of over 100 staff members responsible for delivering services to over 100,000 wounded warriors and their families.  Jon’s efforts led to the organization growing to the 45th largest charity in the U.S., being named the Harris Poll Equitrends “Brand of the Year,” and the NonProfit Times “Best nonprofit to work for.” More importantly, the organization’s combined efforts forever changed the way wounded warriors are thought of and cared for in this country. In addition to his undergraduate degree, Jon earned a Master of Public Administration degree from the College of Charleston.  He lives in Jacksonville, FL with his wife, a local attorney, and two young children.  Despite having lived in the South for the past 3 decades, Jon remains a die-hard Bostonian and fan of the Patriots, Red Sox, Celtics and Bruins.

Eric has held a variety of positions including, general manager, group leader, Vice President of Sales and Marketing, and was previously with Buffalo Technology Group/Panurgy as President and CEO where he was responsible for the goals and culture of a very fast-growing organization. Eric is most proud of building and then rebuilding a team which took a small, regional technology services company yielding under $1mm of revenue, and turning it into several companies generating over $20 million of revenue in under 10 years, while also growing an early-stage investment arm which has helped fund several not- for-profits and technology organizations. In his spare time, Eric enjoys sailing, skiing, tennis, high performance driving, reading, travel, horrible TV, investing and cooking for and with his wife Alia, and occasionally their way too many children.