On January 27, the local public accounting and business advisory firm, HeimLantz CPAs & Advisors, hosted an educational event for business leadership teams. 

Your GPS to Success: Planning for 2020 was presented by HeimLantz team members Zack Greene and Carter Heim, both of whom are Certified Gravitas Impact Coaches.  Zack and Carter led attendees through developing 2020 action plans based on the 7 Attributes of Agile Growth Checklist. The class included key strategies for:

  • Developing the next generation of leaders
  • Attracting and retaining the right people
  • Accelerating growth in value and profits
  • Creating a truly differentiated strategy
  • Tightening up execution habits

“We had a fantastic time at this quarter’s seminar,” said Greene. “The attendees were very focused on learning how to better lead their organizations to create sustainable business models that can bridge the gap to the next generation of leaders.”

The Gravitas Impact coaching program is based on the growth concepts in the best-selling business books Mastering the Rockefeller Habits and Scaling Up, as well as the signature Gravitas Impact book Rock and Sand.  Gravitas Impact coaches work with business leadership teams around the world to help them successfully grow their companies by focusing on 7 critical areas: Leadership, Talent, Strategy, Execution, Profit, Customer and Systems. To learn more, visit https://www.gravitasimpact.com/7attributes/

Zack Greene, CPA, is a partner at HeimLantz that has a profound business expertise built from working with a variety of business clients throughout his career.  Zack’s specialty is crafting meaningful business metrics that facilitate data-driven solutions for his clients. Seamlessly integrating his abilities as a CPA and Coach, he is able to view a business’s past, present and future through a strategic lens.  Additionally, Zack’s aptitude for coaching and developing the next generation of leaders made him the perfect fit for leading his firm’s talent development program.  Zack lives in Arnold, Maryland with his wife, Cory, and their three children. 

Carter Heim, CPA, MST, CFF is the award-winning CEO and founder of HeimLantz.  A CPA for more than four decades, he focuses his practice on innovative planning for businesses and their owners, including things like assisting clients and organizations in building value, buying and selling businesses.  An active leader in the professional community, Carter is a member and past president of the Maryland Association of Certified Public Accountants (MACPA) and served on the Board of Directors of the American Institute of Certified Public Accountants (AICPA) from 2008 – 2011. He is also involved with a wide variety of community organizations and nonprofits. Carter lives with his family in the Annapolis area. 

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