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Trust, but Verify: Managerial Ability and Conditional Accounting Conservatism
Journal article   Peer reviewed

Trust, but Verify: Managerial Ability and Conditional Accounting Conservatism

Shibashish Mukherjee, Shuo Wang and Mustafa Reha Okur
Accounting Horizons
30/07/2025

Abstract

managerial ability conditional accounting conservatism financial reporting managerial career concern corporate integrity culture
High-ability managers’ performance track records and “integrity” culture foster capital providers’ trust and reduce career risks, allowing them to set the firm’s financial reporting policies. Employing this discretion, high-ability managers are likely to report less conditionally conservative earnings. Data from S&P 1500 U.S. firms between 1996 and 2017 support this conjecture. Additional analysis continues to suggest that high-ability managers lower conditional accounting conservatism under limited boundary conditions. We also document that some high-ability managers misuse their financial reporting discretion opportunistically. Despite this, using a two-stage method, we show that our proposed theoretical mechanism—firms with a stronger corporate integrity culture, which promotes trust—enables high-ability managers to report less conditionally conservatively. This study contributes to the research on accounting conservatism and managerial behavior, cautioning capital providers against placing excessive trust in high-ability managers, as in some cases, that trust has been found to be misplaced.
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[Mukherjee, Wang, Okur 2025] Trust but Verify-Managerial Ability and Conditional Accounting Conservatism1.07 MB
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Collaboration types
Domestic collaboration
International collaboration
Citation topics
6 Social Sciences
6.10 Economics
6.10.63 Corporate Governance
Web of Science research areas
Business, Finance
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