Chapter 18 Corporate Governance McGraw-Hill/Irwin Copyright © 2012 by The McGraw-Hill Companies, Inc. All rights reserved. Mark Hurd o Mark Hurd arrived as the chief executive officer at Hewlett-Packard in 2005 o Hurd got along with the board and got results o On June 29, 2010, Hurd opened a letter from celebrity lawyer Gloria Allred o It accused him of sexually harassing an HP marketing contractor named Jodi Fisher by touching her body suggestively and speaking of intimate personal matters 18-2 Mark Hurd o Hurd first interviewed Fisher in Los Angeles o Hurd suggested to the board that HP pay to settle the allegations o The board hired a law firm to investigate Hurd’s actions o Early in August, Hurd reached an undisclosed financial settlement with Fisher that prohibited her from discussing the allegations 18-3 Backdating with Dr. McGuire o SEC regulators told the company they were investigating the matter, but Dr. McGuire seemed untroubled o Dr. McGuire denied that grant dates were picked with the benefit of hindsight o Investigators concluded the grants were “likely backdated” o Dr. McGuire was forced to resign, pay a $7 million fine, and disgorged of wrongful gains 18-4 What is Corporate Governance? o Corporate governance: The exercise of authority over the members of a corporate community based on formal structures, rules, and processes o The authority is based on a body of rules defining the rights and duties of shareholders, boards of directors, and managers 18-5 Figure 18.2 - The Power Triangle 18-6 The Corporate Charter o Corporate charter: A document issued by a state government to create a corporation o Corporate charters specify the purpose of the corporation and basic rights and duties of stockholders, directors, and officers o Fiduciary responsibility: The legal duty of a representative to manage property in the interest of the owner 18-7 The Corporate Charter o Charters include provisions about numbers of shares and classes of stock authorized, dividends, annual shareholder meetings, the size of boards, and procedures for removing directors o Bylaws: Rules of corporate governance adopted by corporations 18-8 The Corporate Charter o States compete to attract the incorporation fees and tax revenues of corporations o For more than a century tiny Delaware has been the victor in this competition 18-9 Figure 18.3 - Flow of Authority in Corporate Governance 18-10 Federal Regulation of Governance o Corporate governance laws have been primarily the province of states, however, the Supreme Court has said that the Constitution empowers Congress to regulate corporations if it chooses o Federal intervention generally comes in reaction to conspicuous failures of governance and imposes mandatory rules and restrictions 18-11 Enron Corp. o Enron enjoyed admiration and respect among investors, managers of other companies, and the public o Government regulators uncovered multiple instances of : o Juggling accounting records to inflate sales and profits o Hiding debt, concealing excessive CEO perks and compensation in vague footnotes 18-12 Enron Corp. o Ignoring standard accounting and financial practices o Shredding documents to destroy incriminating records 18-13 Enron Corp. o The board’s Special Investigative Committee did not place sole blame for Enron’s failure on its directors, but it accused the board of failing to exercise it oversight responsibility o A fundamental cause of the catastrophe was the culture of the company o In 2006 a federal jury found Chairman of the Board Lay and CEO Skilling guilty of conspiracy and fraud 18-14 The Sarbanes-Oxley Act o It holds management responsible for accurate financial reports and strengthens the power and responsibility of board audit committees o A few of the act’s provisions are: o Creates a five-member oversight board that has authority over practices of accounting firms o Prescribes rules to improve auditing 18-15 The Sarbanes-Oxley Act o Requires the CEO and CFO to sign and certify the accuracy of annual and quarterly financial statements o Establishes heavy criminal penalties for violating its provisions 18-16 Lehman Brothers o Lehman Brothers Holdings began in 1850 as a cotton broker and grew into the nation’s fourth-largest investment bank o Since 1994 it had been run by a CEO named Richard S. Fuld, Jr. Intense, intimidating, and impatient o In 2006, Fuld decided that the way to keep share prices rising was to make Lehman grow faster 18-17 Lehman Brothers o To fund its operations, Lehman depended on borrowing tens of billions of dollars each day in financial markets o Lehman’s bankruptcy caused panic in the markets o During the year preceding bankruptcy the board met eight times and its members earned between $325,038 and $397,538 o Lehman’s management made serious errors of judgment 18-18 The Dodd-Frank Act o A statute to reform financial regulation and prevent a recurrence of the 2007–2008 financial crisis 18-19 Boards of Directors o Directors in large corporations are chosen after being nominated by the board and approved by a majority vote of shareholders o Directors who are employees of the company are called inside directors; those who are not employed by the company are outside directors o Boards are divided into committees 18-20 Duties of Directors o Laws impose two lofty duties on directors: o Represent the interests of stockholders o Exercise due diligence in supervising management o Directors do not make day-to-day decisions o Boards exercise a very broad oversight o Compensation varies substantially among industries 18-21 Duties of Directors o Some specific board functions: o Approve the issuance of securities and the voting rights of their holders o Review and approve the corporation’s goals and strategies o Select the CEO, evaluate his or her performance, and remove that person if necessary o Give advice and counsel to management 18-22 Duties of Directors o Create governance policies for the firm, including compensation policies o Evaluate the performance of individual directors, board committees, and the board as a whole o Nominate candidates for election as directors o Exercise oversight of ethics and compliance programs 18-23 Board Composition o The average board has 11 members and this has not changed for many years o Most state incorporation laws require a minimum of three, but companies typically have between 7 and 15 o Directors are elected by shareholders, usually for terms of one year o Inside directors o Outside directors o Independent directors 18-24 Board Dynamics o The average board meets eight times a year, although many meet monthly o Agendas include committee reports, mandatory governance matters, and presentations by company executives o The chairman of the board presides over meetings 18-25 Board Dynamics o Advocates of greater board independence believe that a better solution for strengthening the board is to split the roles of chairman and CEO o Management opposes separation o One fear is compromising clarity in the chain of command 18-26 Executive Compensation o A compensation committee of the board of directors sets the pay and benefits of top executives o Elements of compensation include a combination of the following o Base salary o Annual cash incentives 18-27 Executive Compensation o Long-term stock-based incentives o Stock options o Performance shares o Restricted stock o Retirement plans o Perquisites 18-28 Problems with CEO Compensation o The size of extraordinary payouts o The compensation packages given to some newly hired CEOs o The golden handshakes received by some CEOs when they leave under fire o An alleged bias in favor of boosting CEO compensation due to the composition of the compensation committees 18-29 Problems with CEO Compensation o Nonconformance with the interests of shareholders o The number and misuse of stock option grants o The spread between executive pay and that of the average worker 18-30 Concluding Observations o Despite well-defined legal bonds between share owners, boards of directors, and management, there are many tensions between them o Scandals revealed lax oversight of financial strategies and reporting by many boards 18-31 Concluding Observations o Many shareholders believe that boards have allowed management compensation to exceed reason o The outlook is for more pressures and regulations that tighten board oversight 18-32