2027 Portfolio Planning: Cut, Continue or Course-Correct

Cut, keep, or adjust. Every capital portfolio review comes down to those three calls—but this year, the ground keeps shifting. Geopolitical and economic disruption is intensifying, regulatory requirements are tightening, and AI is upending the traditional ways portfolios get planned and reviewed.

Yet too many leaders still walk into these reviews with the same spreadsheets and presentation decks, betting business-critical decisions without a full understanding of the costs, the implications, the risks, or the benefits of their choices. This isn't sustainable.

Join Andy Jordan, President of Roffensian Consulting Inc., to gain a practical approach for navigating portfolio prioritization with complete visibility.