Outsourced CEO’s/CFO’s/COO’s/CMO and Controller

Uli has been a small business owner for 17 years across various industries. As such, he was responsible for all facets of the business, grew companies from the ground up and drove significant growth, while acquiring and selling others. Before that, he spent seven years as a strategy management advisor for small to medium-sized organizations during which he conducted comprehensive business assessments, analyzed financial performance, operational inefficiencies, and market dynamics to identify key areas for improvement and to drive transformational change.

In his spare time, Uli enjoys traveling, playing soccer, and the trombone. Occasionally, you’ll see him skydiving with his adult sons or doing a sprint triathlon.

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.

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.