Portfolio Management Virtual Workshop

November 17th, 2020
1:00-5:00 PM EDT

Register for both the Portfolio Management and Performance Management Courses and save $50

Visit the Performance Management Course Page

The AIM Council’s Portfolio Management Virtual Workshop will provide an understanding of the role of a project portfolio in translating strategy into desired results. You’ll learn how to identify and apply leading portfolio management practices and build a business case for a project (investment). This unique workshop will teach you how to use the Portfolio Management maturity model to determine an organization’s current maturity level and how to use that information. The portfolio design process will be broken down into its component parts with an understanding of the key aspects and principles of portfolio governance. You’ll also review various federal agencies dashboards and portfolio management approaches that will be helpful for you, whether you’re working for an agency, or supporting one as a contractor/consultant.

4 CLPs Offered
What will be covered in this course:

      • Portfolio Management Methodology
      • Portfolio Objectives and Portfolio Design Requirements
      • Establishing a Portfolio Framework
      • Conducting an Inventory of Investments
      • Identify Portfolios
      • Align and Analyze Investments
      • Prioritize Investments (Implement Governance)
      • Monitor and Evaluate Portfolios
      • Portfolio Management in the Federal Government – Agency Case Studies
      • Dashboards – Monitor and Analysis
      • Prioritization Techniques
      • Portfolio Risk Management Techniques

Registration Fee:  $195 for AIM Council Members and $275 for Non Members

Speaker: Julia Hodge, SPP, Senior Business Strategist, The MITRE Corporation

Julia Hodge has spent the past 6 years working in strategy development, initiative planning and prioritization, performance management, and portfolio management for a wide array of government sponsors. She has rendered support to internal audits, IT-focused projects, health care initiatives, and financial system focused activities.

Julia also possesses over 10 years of experience in budgeting and financial analysis, having managed DoD and non-DoD budgets and spend plans while providing budgetary guidance. Julia is passionate about analyzing internal and external documentation, comparing content against best practices, and summarizing findings for her government sponsors.

Julia holds an undergraduate degree in Economics from George Mason University and a master’s degree in Enterprise Architecture from Penn State University. She is also certified Strategic Planning Professional (SPP) and has completed a Graduate Certificate in Project Management from Penn State University.

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