The IFRS Delay: What Does It Mean?
The commissioners have expressed concern about the lack of investor input into the original plan and have given themselves more time, and more ways, to opt out of mandatory conversion. They’ve also urged continued convergence efforts between the Financial Accounting Standards Board (FASB) and the International Accounting Standards Board (IASB) to bring U.S. and international standards closer together and reduce the impact and cost of adoption if, and when, it happens.
From our perspective, the good news is that the SEC has reaffirmed the importance of one global standard and is better positioning itself to decide adoption in 2011, keeping pace with its initial road map. The not-so-good news is that it has introduced enough conditions that companies may find little new guidance useful for concrete planning.
How Should Companies Respond?
Private companies should also monitor the joint projects, especially if they have plans to seek foreign capital or are owned by a foreign company, because convergence will have a direct impact on their accounting and reporting. A blue-ribbon panel has been established by the American Institute of Certified Public Accountants, the Financial Accounting Foundation, and the National Association of State Boards of Accountancy to address how U.S accounting standards can best meet the needs of users of private-company financial statements.
The Consequences of the SEC’s Delay
In the short term, investors may benefit (on the margins) with the one-year delay. In the long run, however, the cost of compliance with multiple standards may negatively affect U.S. company competitiveness, in terms of both operating and capital costs, and this will hurt U.S. investors. In the meantime, U.S. companies have an opportunity to leverage greater efficiency—and potentially reduce costs associated with financial reporting—by overseeing the rollout of a consistent reporting standard across all their foreign subsidiaries.
As mentioned above, U.S. investors were noticeably absent among the 200 or so authors of comment letters received by the SEC on the original road map. Yet this is the primary constituency the SEC really wanted to hear from—although they came to this conclusion only after the fact. It now appears that the SEC is prepared to be a bit more proactive in soliciting input from investors. Hopefully, the commissioners will also encourage input from Certified Financial Analysts and other professionals who advise investor interests as well as the investors themselves.
Only time will tell whether the SEC’s IFRS delay makes sense, but in the meantime farsighted companies should remain focused on the possibility of one global accounting standard—most likely IFRS, because there are no other clear alternatives.