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Portfolio Management Masterclass

15 February @ 8:30 am - 10:30 am


In this Masterclass session, we delve into the intricacies of Portfolio Management (PfM) touching on some of the theories and illustrating its application through practical examples. The session is designed to be a platform for collaborative learning and peer support. As a group we will tackle the key risks and hurdles in implementing portfolio management practices and share insights and practical tips to navigate these challenges.

In this 2.0hr session we aim to provide participants with:

  • An overview of Portfolio Management principles
  • A high level understanding of the role of PfM
  • Real world samples & examples of PfM practices
  • A facilitated discussion on some of the common challenges associated with implementing PfM
  • Hints and tips on how to succeed at PfM
  • Peer support with PfM implementation

Intended Audience

The session is Intended for those who are implementing or are considering implementing Portfolio Management or Portfolio Prioritisation, including:

  • PMO Managers
  • Strategy Managers
  • PMO Analysts
  • Portfolio Managers

Delivery Approach

The session will be delivered in a hybrid style with both in person (Sydney) and online options available.

This is a workshop style session so please come prepared to share your experience, challenges, and observations

Key focus areas include:

  • Portfolio Prioritisation
  • Portfolio Reporting
  • Portfolio Planning
  • Portfolio Risk Management



15 February
8:30 am - 10:30 am


Pledge Consulting
101/330 Wattle Street, Ultimo
Sydney, NSW 2007 Australia


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