Master portfolio strategies to improve company profitability, manage risk, and ensure sustainable growth. Learn the methods for selecting product and project mixes to achieve your strategy.
Optimize your company’s portfolio of products and services for maximum profitability, risk management, and long-term sustainability. This course equips you with the knowledge and tools to move beyond individual project assessments and manage your company as a dynamic portfolio of opportunities.
Effective business portfolio management is crucial for sustainable growth and profitability. Learn to navigate the complexities of resource allocation, risk mitigation, and strategic alignment, transforming disparate investments into a cohesive, high-performing whole.
By the end of this course, you will be able to:
Transform your approach to business strategy and resource allocation. Learn how to build an optimal portfolio that maximizes return on investment, improves risk management, enhances efficiency, and reduces capital costs across your organization.
Founder of CFO Perspective
Rob Stephens is the Founder of CFO Perspective, which provides continuing education courses for CPAs and financial management courses for business advisors and staff. He has been quoted in Forbes, U.S. News and World Report, Bloomberg Businessweek, and many other news sources. He is also the author of Key Performance Indicators and KPI Dashboards. Rob has a 30-year career that includes serving as a CFO, Director of Operations, and SVP of Finance. Rob is an adjunct instructor for the MBA program at Gonzaga University. Rob holds a Masters of Science in Personal Financial Planning and a Graduate Certificate in Financial Therapy from Kansas State University. He received a B.A. in Business Administration from the University of Washington.
This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.
If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.
