Outsourced CEO’s/CFO’s/COO’s

Eric Scheele has held a variety of positions including Director of Development, Executive Director, Director of Operations, and was previously with New Law Business Model as a Law Business Success Coach where he was responsible for coaching lawyers and small law firm owners in the start-up of their small law firms as well as leading workshops on brand strategy, sales and marketing, and business development.  Eric is most proud of having personally helped over 50 law firm owners build successful law firms with annual revenues of multiple six and seven figures.  Eric has served as a senior leader in several small and medium size organizations in the professional services, individual and family services, and education services sectors where he oversaw business operations, finance, business development, marketing and communications, and more.

In his spare time, Eric enjoys spending time with his family, doing home renovation projects, hiking, camping, and exploring local breweries and restaurants.  Eric lives in Update, NY with his wife and three children.

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.

Jorge’s career spans various senior and executive roles across diverse industries, including financial services, Media & Entertainment, and Digital Advertising. His prior position as Chief Operating Officer at MFX Solutions showcased his exceptional leadership, overseeing the development and management of a $1.2 billion investment and management fund dedicated to social impact initiatives across 55 countries. This role provided him with extensive experience collaborating with numerous legal firms in various jurisdictions.

With more than two decades of expertise, Jorge has excelled in launching and managing successful divisions and companies. His proficiency extends to establishing protocols and procedures, as well as assembling high-performing teams of professionals.

Beyond his professional endeavors, Jorge finds joy in pursuits such as road cycling, golf, and a passion for all things sci-fi.

Charlee has held a variety of positions including Sr. Tax and Accounts Manager, Payroll Tax Manager, and was previously with a Finance Director with a multi-state family law firm where she was responsible for business development, budgeting, forecasting, management and reconciliation of operating and trust accounts in each state, as well as improving and implementing SOPs.  Charlee is most proud of detecting and preventing fraudulent activity that saved the company from losing over two hundred and fifty thousand dollars. She has almost twenty years of finance, tax, and accounting experience in several industries.  She graduated Magna cum Laude, earning her Accounting degree at Regis University.

Charlee enjoys spending time with her husband, children, and grandchildren.  She and her husband Matt have 4 horses, 2 dogs and 3 cats, which have all been rescued.  Charlee enjoys training the dogs and breaking and training the horses as well.  She and Matt enjoy the outdoors, going camping, riding, hiking and hunting as often as possible.

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.