Project Selection and Project Portfolio Management 1 Credit
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Project portfolio management is the systematic process of selecting, supporting, and managing a firm’s collection of projects. The key to portfolio management is realizing that a firm’s projects share a common strategic purpose and the same scarce resources.
Firms are literally bombarded with opportunities, but of course, no organization enjoys infinite resources to pursue every opportunity that presents itself. Choices must be made, to ensure that they select the most viable projects, project selection is adopted to select the best project.
Business strategy is often implemented through projects. Projects create the products, processes, facilities, and systems that are the building blocks of organizational strategy.
In this online CPE webinar, the speaker Raymond Sheen illustrates the relationship between strategy and projects. The webinar also provides a key approach with discussion on critical nature of the Project Charter. The idea that different approaches for project selection requires different approvals is also emphasized.
Click here for more business management webinars.
| License details | Credits | Status |
|---|---|---|
| Management Services for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Business Mgmnt and Org for CPA in Canada | 1 CPD | Eligible |
| Business Mgmnt and Org for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Project management for Chartered Global Management Accountants (CGMA) | 1 CPE | Eligible |
| Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Management Services for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Certified in Risk and Information System Control (CRISC) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Business Accumen for Project Management Professional (PMP) | 1 PDU | Eligible |
| Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Management Services for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Management Services for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Project management for Certified Professional in Talent Development (CPTD) | 1 Points | Eligible |
| Project management for Associate Professional in Talent Development (APTD) | 1 Points | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Management Services for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Business Mgmnt and Org for CPA in Canada | 1 CPD | Eligible |
| Business Mgmnt and Org for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Project management for Chartered Global Management Accountants (CGMA) | 1 CPE | Eligible |
| Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Management Services for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Certified in Risk and Information System Control (CRISC) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Business Accumen for Project Management Professional (PMP) | 1 PDU | Eligible |
| Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Management Services for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Management Services for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Project management for Certified Professional in Talent Development (CPTD) | 1 Points | Eligible |
| Project management for Associate Professional in Talent Development (APTD) | 1 Points | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Management Services for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Business Mgmnt and Org for CPA in Canada | 1 CPD | Eligible |
| Business Mgmnt and Org for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Project management for Chartered Global Management Accountants (CGMA) | 1 CPE | Eligible |
| Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Management Services for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Certified in Risk and Information System Control (CRISC) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Business Accumen for Project Management Professional (PMP) | 1 PDU | Eligible |
| Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Management Services for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Management Services for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Project management for Certified Professional in Talent Development (CPTD) | 1 Points | Eligible |
| Project management for Associate Professional in Talent Development (APTD) | 1 Points | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Management Services for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| CPA in Canada | 1 CPD | Eligible |
| Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Project management for Chartered Global Management Accountants (CGMA) | 1 CPE | Eligible |
| Certified Fraud Examiner (CFE) | 1 CPE | Eligible |
| Certified Information Systems Auditor (CISA) | 1 CPE | Eligible |
| Certified in Risk and Information System Control (CRISC) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Business Accumen for Project Management Professional (PMP) | 1 PDU | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Certified FP&A Professional (FP&A) | 1 CE | Eligible |
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Raymond Sheen, PMP® LSS BB, is president and founder of Product & Process Innovation, Inc. He is a veteran business leader with over 35 years of executive, functional, and project management experience working in GE, the US Air Force and as an independent consultant. Ray is author of the book, Guide to Building Your Business Case, published by Harvard Business Review Press and a contributor to the book, Guide to Project Management, also published by Harvard Business Review Press. Ray teaches process improvement, digital transformation, project management, product development and strategy development topics through Worcester Polytechnic Institute in Massachusetts.
Ray received his B.S. in Mechanical Engineering from the United States Air Force Academy and his M.S. in Astronautical Engineering from the Massachusetts Institute of Technology. He has recently completed a graduate certificate in Digital Leadership and Strategy from Boston University. He also attended numerous business management and executive management training programs while at GE. Ray is a Fellow at the Institute for Digital Transformation and a member of the Project Management Institute (PMI and the Institute of Electrical and Electronic Engineers (IEEE).
The focus of Ray’s work has been the management and deployment of technology in various industries and business functions including finance, engineering, marketing, manufacturing, service, and IT. Ray has completed projects, managed teams and delivered training and consulting on three continents and 15 countries.
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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
AP
thanks - great slides
NH
Good course, well laid out.
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