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Risk and Decision

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.
October 14, 2026
11am AEST, BST, EDT
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Webinar speaker

Andy Jordan

President
Roffensian Consulting Inc.

Andy Jordan is President of Roffensian Consulting Inc., an Alberta, Canada based management consulting firm with a 20-year track record of success in strategic delivery, organizational transformation, portfolio management, PMOs and project management. Andy is an in-demand keynote speaker and author who delivers thought provoking content in an engaging and entertaining style, and is also an instructor in project management related disciplines including PMO and portfolio management courses on LinkedIn Learning.

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In this webinar, you'll explore:

The 2027 portfolio landscape and the challenges to overcome

What it takes to back every portfolio call with current, connected data

A framework for prioritizing without the guesswork

Lumivero software solutions

Portfolio risk management with enterprise-grade dashboards, alerts, and audit trails.

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Monte Carlo simulation in Excel for modeling uncertainty and quantifying risk exposure.

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Decision trees, sensitivity analysis, and simulation tools that integrate in Excel.

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Interactive decision visualization for understanding risk dependencies, trade-offs, and impact.

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