Posted on: August 16th, 2011 by dchamberlain
Recently, five HeimLantz team members attended an AICPA EDGE Conference in New Orleans. Zack Greene, one of the attendees wrote about the experience.
“The AICPA E.D.G.E. conference in New Orleans was a great opportunity to learn from some of the most influential people in the CPA industry. E.D.G.E. stands for Evolve … Distinguish… Grow… Emerge – four key elements to ascend into our career as a CPA. The E.D.G.E. Conference was held August 10-12 in New Orleans. The conference was filled with great energy from the younger generation of CPA’s in our industry. We had a chance to network with people like Paul Stahlin, Chairman of the AICPA, Ernie Almonte, Past Chairman of the AICPA, Tom Hood, CEO of the MACPA and many other leaders in the industry.
The presentation Brian Kush, Moxie Partners, gave on developing your personal brand was a fresh look at how a CPA can distinguish themselves among all other CPA’s. Carol Morgan, World Vision U.S., gave a great presentation on Control Risks in the New Normal. She talked about the risks around the economic downturn and how people are taking on jobs that they are overqualified for which will create a huge amount of turnover when the economy corrects itself. She also talked about the risks related to social media and the internet and how companies need to protect themselves from people who may try to compromise the company’s brand via blogs, tweets, etc.
Tom Hood’s leadership workshop brought a lot of energy out of the participants and got everyone involved by his MBSN (Management By Sticky Note) brainstorming exercise. We brainstormed in small groups two questions: How is Leadership Changing and What do we need/want to thrive as a future leader? The groups summarized three key points on sticky notes and then presented them to the group as they were posted to a large wall. It was a quick and very effective way to the get the thoughts of a large group of people in a very short time frame.
A huge thank you goes out to the partners at HeimLantz who have never hesitated to invest in the future of their employees. We had a great time and even found time to sample a few of the local restaurants that served some of the best food I have ever had!”
Posted on: July 26th, 2011 by dchamberlain
Carter Heim, president of HeimLantz, PC of Annapolis, MD has been appointed to the board of trustees for the Chesapeake Bay Trust.
The Chesapeake Bay Trust is an independent, non-profit grant-making organization chartered in 1985 by the Maryland General Assembly to engage the public in the protection and restoration of the Chesapeake Bay and its tributary rivers and streams. The Trust is governed by a 19-member Board of Trustees that set policies relating to grant making, spending, investment, management, and governance.
The 19-member Board consists of fourteen members appointed by the Governor, two ex-officio representatives from the State General Assembly, one representative from the Maryland Department of Natural Resources (MDNR), one representative from the Maryland Department of the Environment (MDA), and one representative from the Maryland Department of Agriculture (MDA).
The Chesapeake Bay Trust website is here.
Posted on: July 6th, 2011 by dchamberlain
The Volunteer Center For Anne Arundel County, which is beginning its 10th year, named the following officers for 2011-2012: Talia Whitney, Premier Planning Group executive assistant, president; Mary Lynn Johnson, M&T Bank assistant vice president for Chesapeake Business Banking, vice president; Regina Bidnick, CPA, HeimLantz senior accountant, treasurer and board member; and Benjamin W. Hahn, attorney for Schnader Harrison Segal and Lewis, secretary. Chera Howey, catering sales manager, Loews Annapolis Hotel, will serve as past president. In addition to Bidnick, other new board members for 2011-2012 include Danny Mays, community volunteer and vice president and event emcee for Anne Arundel County High School Battle of the Bands; Bia Roen, founder of Precise Title Inc; and Kim Yates, director, RSVP Program, Anne Arundel County Department of Aging and Disabilities.
Posted on: July 1st, 2011 by dchamberlain
HeimLantz Team Members, with their friends and family, recently enjoyed a day on the river. The team members got together for a day of fun and sun on the Sea Spirit, a yacht operated by Chesapeake Nautical Cruises. The weather was perfect and the company was even better.
Posted on: June 1st, 2011 by dchamberlain
F. Carter Heim, CPA, was elected to the Anne Arundel County Workforce Development Corporate Board of Directors. His term expires June 30, 2013.
The Anne Arundel County Workforce Development Corporation administers, implements and manages publicly funded workforce development programs in Anne Arundel County, Maryland.
Posted on: May 26th, 2011 by dchamberlain
Carter Heim recently presented Succession Planning and Business Valuation Considerations to the Annapolis Executive Forum. A group of seven business owners and Carter engaged in an active, free flowing dialog regarding the topic for about 90 minutes. The participants left with an understanding of various factors that drive the value of their businesses and ideas about how to plan for succession.
Posted on: May 26th, 2011 by dchamberlain
Sheri Winegardner of HeimLantz’s Personal Financial Planning and Wealth Management Services group graduated from the top-ranked Robert H. Smith School of Business at the University of Maryland. She received a Bachelors of Science in Finance on May 20, 2011. Congratulations Sheri!
Posted on: May 19th, 2011 by dchamberlain
Annapolis, MD – May 18, 2011 – The Association of Certified Fraud Examiners (ACFE), the world’s largest anti-fraud organization and leading provider of anti-fraud training and education, is pleased to award Zachary J. Greene of Annapolis, MD, the globally-preferred Certified Fraud Examiner (CFE) credential. In order to become a CFE, Mr. Greene has met a stringent set of criteria and passed a rigorous exam administered by the ACFE.
Zachary Greene has successfully met the ACFE’s character, experience, and education requirements for the CFE credential, and has demonstrated knowledge in four areas critical to the fight against fraud: Fraudulent Financial Transactions, Criminology & Ethics, Legal Elements of Fraud and Fraud Investigation.
Mr. Greene joins the ranks of business and government professionals worldwide who have also earned the CFE certification. Zachary Greene is currently a Supervisor for HeimLantz, PC in Annapolis, MD.
CFEs have the ability to: Examine data and records to detect and trace fraudulent transactions; interview suspects to obtain information and confessions; write investigation reports, advise clients as to their findings and testify at trial; be well-versed in the law as it relates to fraud and fraud investigations; and understand the underlying factors that motivate individuals to commit fraud. Certified Fraud Examiners (CFE’s) on six continents have investigated more than 1 million suspected cases of civil and criminal fraud.
About the ACFE
The ACFE is the world’s largest anti-fraud organization and premier provider of anti-fraud training and education. Together with nearly 55,000 members, the ACFE is reducing business fraud world-wide and inspiring public confidence in the integrity and objectivity within the profession. Identified as “the premier financial sleuthing organization” by The Wall Street Journal, the ACFE has captured national and international media attention. For more information about the ACFE visit www.ACFE.com.
Posted on: May 19th, 2011 by dchamberlain
Christopher K. Kyanko, CPA, CVA, CFFA, CFF, who currently manages HeimLantz’s Valuation/Litigation & Forensic Services department, was recently invited to join the Editorial Advisory Board of the National Litigation Consultants’ Review (NLCR), a premier technical journal that provides information, guidance, and resources to attorneys, judges, and financial forensics and business valuation experts. The NLCR is published bi-monthly by the National Association of Certified Valuation Analysts. Chris will be responsible for helping guide the Board to establish content for the journal, secure and contribute articles, provide editorial assistance to writers, and help ensure the NCLR maintains its commitment to providing the highest quality professional standards.
HeimLantz is a full-service, regional business accounting and consulting practice. The firm is comprised of 18 experienced CPAs and was formed in 2001 by the merger of two venerable area practices. In addition to traditional accounting work, the firm has a Wealth Management division, certified business valuation and litigation support experts as well as specialists in a host of other financial disciplines.
Posted on: May 19th, 2011 by dchamberlain
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Annapolis MD – May 19 2011 – The Annapolis Rotaract Club has nominated Zack Greene, CPA, CFE as their Treasurer for the term of July 1, 2010 through June 30, 2012. Rotaract is a Rotary-sponsored service club for young men and women ages 18 to 30. Rotaract clubs are either community or university based, and they’re sponsored by a local Rotary club. This makes them true “partners in service” and key members of the Rotary family.
As one of Rotary’s most significant and fastest-growing service programs, with more than 7,000 clubs in about 163 countries and geographical areas, Rotaract has become a worldwide phenomenon.
The Annapolis Rotaract Club held their Chartering Ceremony on May 14th, 2008. The 18 members who were inducted that night were recognized for their work on turning this from an idea to a working organization. Now the Annapolis Rotaract Club has over 25 members.
The Annapolis Rotaract Club serves the Greater Annapolis Area (including Crownsville) and all of Anne Arundel County. If you live or work in A.A. County, are a young professional or college student and are looking for a way to network while bettering our community and the world, join us for a meeting or check our calendar to see when and where you can find us around town.
Zack will also serve a short term of Treasurer for the Rotaract District 7620 from April 2011 to June 2011 and will serve another full term the following fiscal year.
