[Congressional Record Volume 148, Number 1 (Wednesday, January 23, 2002)]
[Senate]
[Pages S8-S10]
From the Congressional Record Online through the Government Publishing Office [www.gpo.gov]
THE INVESTOR CONFIDENCE PROTECTION ACT OF 2002
Mr. DODD. Mr. President, I anticipate the arrival of my colleague
from New Jersey, Senator Corzine, at any moment because we would like
to at least put our colleagues on notice today of our intention to
introduce legislation to strengthen the independence and objectively of
corporate audits in this country.
I have the fortunate job of being the chairman of the Securities
Subcommittee of the Banking Committee
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of the Senate. I have held that position for a number of years, both as
chairman and as the ranking Democrat during Republican majorities in
this Chamber, and have worked very closely with a number of my
colleagues on a variety of issues affecting the securities industry,
the confidence in our markets.
Obviously, the events we have heard about over the last number of
days involving the Enron Corporation and Arthur Andersen's accounting
firm and other questions have raised some issues that Senator Corzine
and I think need addressing. They have been discussed in the past. We
have never codified some of these issues, but they have been the
subject of extensive debate and discussion as how best to proceed.
We do not have the specific bill yet to put before the Senate today.
We will in the coming few days, possibly as early as next week or the
week after. We will lay out what we think is a framework for how, at
least from the perspective of investor confidence, the accounting
industry particularly needs to deal with the issue of consultive
services and auditing services that they provide.
Our financial markets are the most vibrant in the world. That is
stated over and over again. It cannot be stated often enough because it
is true. There is a very simple reason for that continued success and
that is because investors have confidence when they take their hard-
earned money and in America they invest it in the public companies of
this Nation. The world comes to the United States to invest because
they know they will receive, very simply, a fair and honest deal. It is
that simple.
There may be other factors and certainly we know that around the
world there may be potentially a better return on one's investment in
Asian markets and European markets or elsewhere, but the world comes to
the United States because they know, while there may not be the
opportunity to maybe make as much on their investment as may be offered
elsewhere, that in this country if one comes here, our system is fair.
Our system is fair and just, and that is one of the great attractions
to domestic investors as well as foreign investors.
We can point to the depth of liquidity in this country, the degree of
efficiencies in our markets, but ultimately the investing public, both
internationally and domestically, invests in our markets and our
companies because they believe the public information about these
companies is true and it is accurate.
The accounting profession has played an incredibly important role in
attaining and ensuring this investor confidence, and they deserve great
credit, in my view, for the tremendous job they have done historically.
The seal of approval that our accounting firms provide is a franchise
of which we should be immensely proud in this country, and I think most
of us are.
However, that franchise is in danger of losing the investing public's
trust. Once lost, that trust would be difficult, if not impossible, to
recover, at least in the short term.
In recent years, there have been a series of very high-profile
accounting failures. The Enron failure may be the most prominent case,
but it is certainly not an isolated incident. Indeed, it is only the
latest, perhaps the most publicized, incident in a troubling series of
incidents calling into question the integrity of corporate audits. More
financial restatements on corporate earnings have been filed in the
past 3 years than in the previous 10 years combined. These restatements
have in most instances dramatically downgraded the financial health of
the companies in question.
The collapse of Enron, specifically the seemingly massive failure of
auditors to recognize and act on the myriad of financial reporting
irregularities, focuses our attention on a central question: Are
reforms needed to preserve and strengthen the integrity of the audit
process? I have come to the conclusion that they are.
The accounting profession is undergoing tremendous change. Accounting
firms no longer simply provide audit services. In response to our
dynamic economy, they have adapted to become full-service financial
consulting companies. I strongly support the diversification that is
occurring in the accounting industry. In many cases, this development
of expanding their services has allowed them to provide far better
audits than they did in the past. However, these changes must not come,
in my view, at the expense of these accounting firms' Federal mandate
to provide objective and independent financial reporting. Conflict of
interest, even the perception of conflict, undermines the confidence of
the investing public.
I do not believe the Enron collapse was caused solely by the lack of
auditor independence. That would be a terribly naive conclusion to
draw. Many facts are yet to be uncovered. However, it is well known
that the company's auditor received greater compensation for the
nonaudit services it provided to Enron than for the audit services it
provided. No one could fail to be troubled by the simple fact that
there was compensation of $27 million for consulting services and $25
million for auditing services. No one can say it does not raise
questions about the objectivity of the audit process.
No one, I believe, can seriously argue that when all the questions
have been raised, we should not do everything possible to strengthen
the independence and objectivity of financial audits. That is what we
rely on.
There is an inherent conflict. The auditor's compensation is paid for
by the very company being audited. We cannot change that. The only way
I suppose would be to establish some Government agency or huge division
within the Securities and Exchange Commission that would conduct the
Government audits of public companies. I don't know that anyone
suggests that. I am not suggesting we ought to change the present
system of having these accounting firms conduct these audits.
The problem is, if that same company is not only providing the audit
but also providing a variety of other services, there is the
perception, at the least, of a problem. I use the analogy of hiring a
construction firm to build your house while the contractor is also the
building inspector. One may end up with a great house, but there are
some inherent concerns for the homeowner about whether or not the
construction would be done as well, as soundly, and met all the
requirements.
I do not believe the fact that the Enron Corporation hired Arthur
Andersen to be its consultant and auditor necessarily caused this
entire problem, but the fact is when a firm is doing both those
functions for the same company, the investor confidence so critical to
the success of our markets comes in question.
For those reasons, Senator Corzine of New Jersey and I plan to
introduce legislation in the coming days to implement four critical
reforms to the auditing process.
First, it restricts auditors from offering nonaudit service to audit
clients. Accounting firms could continue to provide audit and nonaudit
services to clients, but they could not offer both services to the same
client. I don't think that is an outrageous suggestion. I am not
suggesting they ought not provide consulting services. It strengthens
the audit process. If one client is providing those two services to the
same client, there is at least a perception of a serious problem. I
suggest that Enron's problem is not an isolated case; it is more
widespread.
Again, accounting firms continue to provide audit and nonaudit
services. They cannot offer both. This restriction builds upon the
important work in this area performed by former SEC Chairman Arthur
Levitt and former SEC chief accountant Lynn Turner, who should be
commended for their tireless efforts. The SEC's current auditor
independence rule has helped but, in my view, is inadequate to ensure
full auditor independence.
Second, we propose a prohibition on any accounting firm providing an
audit for a company whose comptroller or chief financial officer has
worked for such accounting firm in the previous 2 years. This will help
reduce the potential for conflict of interest that may arise when
accountants become senior executives at companies they audited.
Third, we strengthen the independence of the standard-setting body
for the accounting profession, the Financial Accounting Standards
Board. The FASB is acknowledged around the world as the best accounting
standard setter. But the FASB often comes
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under tremendous pressure from a variety of sources to adopt standards
that could cloud rather than clarify a company's health from the point
of view of investors.
A few years ago a suggestion was made that Congress would legislate
certain accounting practices that the FASB would have to sanction. I
did not necessarily disagree with some who were raising the issue about
various accounting procedures or practices. The idea that Congress
would get in the business of legislating, by margins of 51-to-49 votes
in this body, is a frightening prospect--that we would so politicize
the Financial Accounting Standards Board. I can only thank those who
may have agreed as I did, or at least partially agreed with some who
made the suggestion, that we did not allow that to happen. Certainly
FASB needs to remain independent and not subjected to the kind of
political pressures suggested some time ago.
Our legislation also improves the independence and effectiveness of
FASB by securing a steady funding source and encouraging greater
timeliness of actions. One problem is they are very slow. They cannot
keep up with what is going on in the real economy. FASB needs to act
expeditiously in response to issues.
Lastly, our legislation improves the ability of the SEC to improve
audit quality by doubling the size of the SEC accounting staff.
Presently, the accounting staff is 20 to 25 people, the size of a
congressional office, for oversight over all of the accounting firms
and the audits that occur in the country. I am not suggesting just more
personnel will necessarily solve the problem, but by increasing the
size of that staff, and then having more random audits of the audits
done, the prospect has its own obvious benefit to this potential
problem. SEC accountants would help the agency do a better job of
ensuring that audits meet the high standards of independence and
objectivity that have been a hallmark of the American accounting
profession.
In closing, I have spoken about the reforms with a number of
knowledgeable people over the last several days, including those in the
accounting profession. They have said privately these reforms go a long
way to strengthening audits and the confidence of the American public.
I look forward to working with Chairman Sarbanes, who has already
announced good hearings on the broader issue we are dealing with, and
with the former SEC Commissioners, and has invited the chief
accountants of the SEC to talk to our committee in a formal hearing
setting. That will be tremendously helpful in examining what may be the
best way to proceed. What we want to do after we lay down a bill is
invite these people to respond before the committees conducting
hearings on the subject matter.
I see my friend and colleague from New Jersey who brings a wealth of
experience to this subject matter. In his previous life he worked for
many years in the financial services sector. He is recognized in this
Chamber and elsewhere for the tremendous amount of knowledge he
acquired over the years in this area. I am pleased to be joining with
him in this piece of legislation.
Before I turn to my friend from New Jersey, my friend from Missouri
is here. He is a knowledge builder as to this subject matter as well.
As on most subjects, he has very strong feelings. I will not lure him
into that at this particular moment because I want to hear his
comments, if I may indulge my friend from New Jersey for a moment.
Senator Bond and Senator McConnell and I have worked, for almost a
year, putting together an election reform bill. Senator McConnell was
here a few minutes ago talking about where things are and our
willingness to come to the floor for our leadership, who asked us to do
so. I again say publicly how much I appreciate the tremendous effort of
my friend from Missouri. He is a great debater and tough negotiator,
but when he gives his hand and shakes, it is a done deal.
I ask unanimous consent to yield to my friend from Missouri.
The PRESIDING OFFICER (Mr. Nelson of Florida). The time of the
Senator from Connecticut has expired; he cannot yield. However, the
Chair recognizes the Senator from Missouri.
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