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Harvard Case - General Electric: Compliance Systems

"General Electric: Compliance Systems" Harvard business case study is written by Robert Simons. It deals with the challenges in the field of Accounting. The case study is 22 page(s) long and it was first published on : Jan 11, 1989

At Fern Fort University, we recommend that General Electric (GE) implement a comprehensive compliance system that addresses the root causes of the recent accounting scandals. This system should encompass a multi-pronged approach, focusing on strengthening internal controls, enhancing ethical culture, and fostering a culture of transparency and accountability.

2. Background

This case study examines the accounting scandals that plagued GE during the late 2000s and early 2010s. The company's aggressive accounting practices, driven by a culture of meeting earnings targets and maximizing shareholder value, ultimately led to the misstatement of financial statements and a loss of investor confidence. The case highlights the importance of robust compliance systems, strong corporate governance, and a commitment to ethical behavior.

The main protagonists of the case study are:

  • Jeffrey Immelt: CEO of GE during the period of the accounting scandals.
  • Keith Sherin: CFO of GE during the period of the accounting scandals.
  • The GE Board of Directors: Responsible for overseeing the company's operations and ensuring compliance with regulations.
  • The SEC: The regulatory body responsible for investigating and enforcing accounting rules.

3. Analysis of the Case Study

The case study reveals several key issues that contributed to the accounting scandals:

  • Weak Internal Controls: GE's internal controls were inadequate, allowing for the manipulation of accounting practices and the misstatement of financial statements. This lack of oversight and accountability enabled the company to engage in aggressive accounting practices that ultimately proved unsustainable.
  • Culture of Performance at All Costs: GE's culture emphasized meeting earnings targets and maximizing shareholder value, even at the expense of ethical behavior. This 'performance at all costs' mentality created a climate where employees felt pressured to engage in questionable accounting practices.
  • Lack of Transparency and Accountability: GE's leadership failed to adequately address the concerns raised by internal auditors and external regulators regarding the company's accounting practices. This lack of transparency and accountability created an environment where unethical behavior could flourish.

Framework: To analyze the case, we can utilize a framework that considers the key elements of corporate governance and compliance:

  • Corporate Governance: This includes the role of the board of directors, the audit committee, and the internal control system.
  • Compliance: This includes the company's adherence to accounting standards, regulations, and ethical principles.
  • Culture: This includes the company's values, beliefs, and behaviors.

Financial Analysis: The case study highlights the importance of accurate financial reporting and the impact of accounting scandals on a company's financial performance. GE's aggressive accounting practices ultimately led to a decline in investor confidence, a drop in the company's stock price, and a loss of market value.

4. Recommendations

To prevent future accounting scandals and restore investor confidence, GE should implement the following recommendations:

  • Strengthen Internal Controls: GE should implement a robust internal control system that includes:
    • Clear policies and procedures: Define clear accounting policies and procedures for all financial transactions, including revenue recognition, asset management, and expense allocation.
    • Independent audits: Conduct regular and independent audits of the company's financial statements and internal controls to ensure compliance with accounting standards and regulations.
    • Whistleblower protection: Establish a robust whistleblower protection program to encourage employees to report any suspected accounting irregularities without fear of retaliation.
  • Promote Ethical Culture: GE should foster a culture of ethical behavior that emphasizes integrity, transparency, and accountability. This can be achieved through:
    • Ethics training: Provide mandatory ethics training for all employees to ensure they understand the company's ethical standards and the consequences of violating them.
    • Code of conduct: Develop and enforce a comprehensive code of conduct that outlines ethical expectations for all employees.
    • Leadership by example: Encourage senior management to demonstrate ethical behavior and hold employees accountable for their actions.
  • Enhance Transparency and Accountability: GE should increase transparency and accountability by:
    • Improved communication: Clearly communicate the company's financial performance and accounting practices to investors, analysts, and regulators.
    • Independent oversight: Ensure that the board of directors and the audit committee have the necessary independence and expertise to effectively oversee the company's financial reporting and compliance.
    • Accountability for wrongdoing: Hold individuals responsible for accounting irregularities accountable for their actions, including potential criminal charges.

5. Basis of Recommendations

These recommendations are based on the following considerations:

  • Core competencies and consistency with mission: The recommendations align with GE's mission to be a global leader in technology and innovation. By strengthening its compliance systems and promoting ethical behavior, GE can build a foundation for sustainable growth and long-term success.
  • External customers and internal clients: The recommendations address the concerns of investors, regulators, and employees. By enhancing transparency, accountability, and ethical behavior, GE can regain the trust of its stakeholders.
  • Competitors: The recommendations help GE remain competitive in the global marketplace. By ensuring compliance with accounting standards and regulations, GE can avoid reputational damage and maintain its standing as a reliable and trustworthy company.
  • Attractiveness ' quantitative measures if applicable: The recommendations are expected to improve GE's financial performance by reducing the risk of accounting scandals, enhancing investor confidence, and increasing the company's market value.

6. Conclusion

By implementing these recommendations, GE can create a more robust compliance system that will prevent future accounting scandals, restore investor confidence, and enhance the company's long-term sustainability. This will require a commitment from leadership, a shift in corporate culture, and a focus on building a foundation of trust and accountability.

7. Discussion

Other Alternatives:

  • Outsourcing compliance functions: GE could consider outsourcing some compliance functions to specialized third-party providers. This could provide expertise and resources that may not be available internally.
  • Adopting a stricter accounting policy: GE could adopt a more conservative accounting policy that minimizes the risk of aggressive accounting practices. This could lead to lower reported earnings in the short term but could enhance investor confidence in the long term.

Risks and Key Assumptions:

  • Resistance to change: Implementing these recommendations may face resistance from employees who are accustomed to the existing culture.
  • Cost of implementation: Implementing a robust compliance system will require significant investment in resources and technology.
  • Effectiveness of implementation: The effectiveness of the recommendations will depend on the commitment of leadership and the willingness of employees to embrace a culture of ethical behavior.

8. Next Steps

  • Develop a comprehensive compliance plan: This plan should outline the specific steps that GE will take to implement the recommendations.
  • Communicate the plan to stakeholders: GE should communicate the plan to investors, regulators, employees, and other stakeholders to ensure transparency and buy-in.
  • Implement the plan: GE should implement the plan in a timely and efficient manner.
  • Monitor progress and make adjustments as needed: GE should continuously monitor the progress of the implementation and make adjustments as needed to ensure that the compliance system is effective.

By taking these steps, GE can transform its compliance system into a strategic asset that will enhance its long-term sustainability and success.

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Case Description

After General Electric (GE) is indicted in 1985 for defrauding the Department of Defense, Chairman John F. Welch takes dramatic steps to prevent a recurrence. This case documents the new systems and procedures that are put in place to ensure that all GE employees are aware of the boundaries of acceptable behavior. Closes with a discussion of the benefits and costs of Welch's approach. A follow-up to General Electric: Valley Forge (A--H). Facts and Figures on Defense Procurement is intended to be used as supplementary reading in teaching this case.

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