Modernizing the Profession Without Losing Its Core
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The Holistic Guide to Wealth Management
With Rory Henry, CFP®, BFA™
It’s no secret that the accounting profession is undergoing one of the most significant transitions in its history. Firms are more likely to sell to private equity than to other accounting firms. Technology is reshaping workflows. Worker shortages are forcing firms to rethink talent pipelines. But through it all, public trust remains the foundation on which everything rests.
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That tension — protecting what makes the profession trusted while adapting to what the market demands — defines the moment.
Few leaders sit closer to that tension than Denise LeDuc Froemming, President and CEO of CalCPA, the nation’s largest state CPA society. Like Froemming, I’ve found that connection becomes more important, not less, as the profession evolves. Modernization is not just about software or ownership structures. It is about ensuring that professionals feel supported, heard, and connected across career stages.
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