Chapter 16 Professionalism, Ethics, and Career Planning Copyright © 2016 McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education. Outline • Learning objectives • Professionalism • Ethics • Cases 16-2 Learning objectives 1. List and discuss characteristics of a professional. 2. Explain how those characteristics apply to the accounting profession. 3. Define ethics. 4. Discuss various models/schools of ethical decision making. 5. Explain how to resolve ethical dilemmas. 16-3 Professionalism • Definition (www.dictionary.com) A vocation requiring knowledge of some department of learning or science • Characteristics of a professional – Bell – McDonald 16-4 Professionalism • Characteristics of a professional (Bell) – Communicates effectively. – Thinks rationally, logically, and coherently. – Appropriately uses technical knowledge. – Integrates knowledge from many disciplines. – Exhibits ethical professional behavior. – Recognizes the influence of political, social, economic, legal, and regulatory forces. – Actively seeks additional knowledge. 16-5 Professionalism • Characteristics of a professional (McDonald) – Specialized knowledge base – Complex skills – Autonomy of practice – Adherence to a code of ethical behavior 16-6 Ethics • Definition of ethics Ethics have always been important in the accounting profession. • Ethics issues in accounting But, the profession placed renewed emphasis on them after the corporate scandals of the late 20th century. • Schools of ethical thought • Ethical decision-making model 16-7 Ethics • Definitions (Boss, 2014) – Ethics is a set of standards that • Differentiates right from wrong • Is established by a particular group • Is imposed on members of the group to regulate behavior – Ethics is a discipline that • Studies values and guidelines for living • Considers the justification for those values 16-8 Ethics Table 16.1 Ethics issues in accounting Area Ethical questions Is it ethical to boost revenue at the end of the year by shipping unordered goods to Revenue recognition customers, telling them that they can send them back after the new fiscal year starts? Is it ethical to use accounting policies (such as depreciation methods) to ensure that Earnings smoothing earnings do not fluctuate much from one year to the next? Is it ethical to raise / lower an estimated Asset valuation discount rate to change the price of an acquired asset? How much discretion should managers have Fair value accounting in determining an asset’s fair value for accounting purposes? 16-9 Ethics • Schools of ethical thought – Almost no-one wakes up in the morning thinking “I’ll behave unethically today.” – But, people do have differing views on what constitutes ethical behavior. – One way to differentiate those views is through schools of ethical thought. 16-10 Ethics Table 16.2 Schools of ethical thought School Ethical egoism Utilitarianism Deontology Virtues Principles People have an ethical obligation to behave in their own self-interest. Ethical actions are those that result in the greatest good for the greatest number. Individuals have rights; ethical norms are “universal truths” that consider those rights. Ethical behavior is a natural product of being fundamentally ethical and virtuous. 16-11 Ethics Langenderfer & Rockness (1989) proposed a practical, wellrespected model for making ethical decisions in accounting. 1. Identify the facts. 2. Identify the ethics issues and the stakeholders involved. 3. Define the norms, principles, and values related to the situation. 4. Identify the alternative courses of action. 5. Evaluate the consequences of each possible course of action. 16-12 Ethics Langenderfer & Rockness (1989) proposed a practical, wellrespected model for making ethical decisions in accounting. 6. Decide the best course of action consistent with the norms, principles, and values. 7. If appropriate, discuss the alternative with a trusted person to help gain greater perspective regarding the alternatives. 8. Reach a decision as to the appropriate course of action. 16-13 Cases Here are a few cases that involved ethics issues in accounting contexts. • Charles Ponzi • Adelphia Communications Corporation • Enron / Arthur Andersen • Bernie Madoff • Olympus Camera 16-14 Cases • Charles Ponzi – Early 20th century – International postal reply coupons – Used new investors’ money to pay off old investors 16-15 Cases • Adelphia Communications Corporation – Family-based business owned by the Rigas brothers – Deceptive accounting practices – Personal loans from the company – Comingled personal and business assets 16-16 Cases • Enron / Arthur Andersen – Multiple accounting & auditing related issues • Mark-to-market accounting • Auditor independence • Use of special purpose entities • Off balance sheet debt – Primary impetus for the Sarbanes-Oxley Act of 2002 (SOX) 16-17 Cases • Bernie Madoff – Investment advisor with BMIS (Bernie Madoff Investment Securities) – Perpetrated multi-billion dollar Ponzi scheme – Turned in by his sons – Example of affinity fraud – Pled guilty to 11 felonies in March 2009 – Projected release date in 2139 16-18 Cases • Olympus Camera – Japan-based manufacturer of cameras and other optical devices – Michael Woodford, from Great Britain, appointed president in April 2011 – M & A activity called into question in the press in July 2011 – Dismissed as president in October 2011 16-19 16-20