
AFO|Wealth Management Forward Trust, Talent, and Transformation w/ CALCPA's Denise LeDuc Froemming
In this episode, Rory sits down with Denise LeDuc Froemming, President and CEO of CalCPA, to explore how the accounting profession can modernize without losing the core foundation that makes it trusted. Discover why trust remains the non-negotiable center of the CPA profession even as private equity, AI, and evolving business models reshape the landscape. Denise shares a powerful call to action around storytelling, urging professionals to expand the narrative beyond tax and audit to showcase the diverse opportunities the CPA path unlocks—from entrepreneurship to wealth management and beyond. Learn why community is becoming strategic infrastructure in a hybrid world, how firms should think about private equity as “different, not binary,” and why the profession must ensure standards keep pace with innovation. Denise also challenges leaders to “lean into being bold and uncomfortable” as the industry evolves in real time. Are you telling a big enough story about what it means to be a CPA? And are you ready to modernize your practice without compromising the trust that defines it? Find out the answers to these questions and more in this timely and forward-looking conversation with Denise Froemming.
"Rory Henry is a registered investment adviser representative of Arrowroot Family Office. This podcast is published independently through Advis-ROR®, an outside business activity, and does not represent the views of Arrowroot Family Office. It is intended for informational and educational purposes only and does not constitute investment advice. Denise Froemming is not a client of Arrowroot nor was there any compensation for her inclusion in this article."
