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Everyone Knows the Interest Rates Are Going Up by The Houston CFO Leadership Council


Everyone Knows the Interest Rates Are Going Up by The Houston CFO Leadership Council

Everyone Know the Interest Rates Are Going Uphosted by The Houston CFO Leadership Council

Thursday, February 21, 20197:30 am - 9:40 amRSM offices, 1330 Post Oak Blvd, Suite 2300, 77056


It’s no secret that interest rates are on the rise. How much will they increase? How fast will it happen? And how will it affect businesses? All are good questions you may be asking yourself.

The best strategy is for CFO’s to seek good advice and begin to prepare…let the CFO Leadership Council provide you with a jump-start your planning efforts!

Join us for a round-table discussion where our panelist will provide some considerations to factor into your business planning. Also, hear from Bank of America’s Global Rates and Currency expert, Richard Schmidt on the current interest environment, trends and forecasts for 2019.

Learning Objectives

Understand the current interest rates environment, trends and forecasts.

What should CFOs be the most concerned with and how they should prepare.

How increased rates affect business lending terms and banking covenants


Richard Schmidt, Global Rates and Currencies Associate, Bank of America Merrill Lynch

Richard Schmidt is in his fifth year at Bank of America Merrill Lynch within the Global Rates & Currencies (GRC) Origination business.  A joint venture between Global Banking and Markets, GRC Origination is responsible for providing risk management solutions to corporate and commercial banking clients.  Based in Chicago, Richard is responsible for delivering to clients across all industries, specializing in interest rate and foreign exchange risk management.  Prior to joining Bank of America Merrill Lynch, Richard attended the University of Chicago where he holds a B.A. in Economics. 


CPE Information

 Instructional method: Group-Live  Recommended CPE Credits: 2 CPE credits in Finance  Experience Level: Basic  Prerequisites/advance preparation: None

The CFO Leadership Council is registered with the National Association of State Boards-of-Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 109063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website:

Click here to learn more about CFO Leadership Council. 


All current CFO Leadership Council members may attend this program for free. Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance and Controllers (or the like) are welcome to attend this program for $60.

Please note that service providers or any executives who are not senior financial executives cannot attend this event. The CFO Leadership Council reserves the right to decline any registration.

More Information

For more information about this program or The CFO Leadership Council, please contact Jeanene Golden, Southwest Regional Director, The CFO Leadership Council, at amVhbmVuZSB8IGNmb2xjICEgY29t or Mary Christensen, Southwest Marketing Director, The CFO Leadership Council, at bWFyeWMgfCBjZm9sYyAhIGNvbQ==.

Cancellation PolicyIf you would like to cancel your ticket or request a refund, please contact Jeanene Golden or Mary Christensen at email above. Refunds are available up to 48 hours prior to the program.

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