Pension Plan Panic

Pension Plan Panic

As Senior Accountant at Meridian Holdings, you've uncovered disturbing evidence that the company's $2.8B pension fund is an elaborate Ponzi scheme. Your mentor and friend, the CFO, is behind it. Exposing the truth means destroying thousands of retirees' lives, but staying silent makes you complicit in fraud.

Challenges

0

Survivors

0

Popularity

0

Difficulty

B1-B2

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Scenario Overview

Your Role

Sarah Reynolds, Senior Accountant

Conversation Partner

Marcus Chen, Chief Financial Officer

Setting

Executive floor corner office, floor-to-ceiling windows showing a stormy cityscape. Expensive whiskey decanter on the desk catches dim evening light.

Location

Meridian Holdings Tower, 47th Floor

Learning Objectives

Navigate the confrontation with CFO without revealing your evidence

Gather additional proof of fraud without raising suspicion

Decide between immediate exposure or orchestrating a controlled unwinding of the scheme

About This Scenario

As Senior Accountant at Meridian Holdings, you've uncovered disturbing evidence that the company's $2.8B pension fund is an elaborate Ponzi scheme. Your mentor and friend, the CFO, is behind it. Exposing the truth means destroying thousands of retirees' lives, but staying silent makes you complicit in fraud.

How It Starts

Sarah... I saw you accessed the Peterson Fund records this morning. Before you jump to conclusions, let me explain why what you think you found isn't what it seems.

This is how Marcus Chen, Chief Financial Officer's greeting will start.

Practice Details

Scenario ID

#343

Category

General

Location Tag

Meridian Holdings Tower, 47th Floor

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