Seminar Series - Stephen Garfein - "Strategic Portfolio Management"

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Event Date


Strategic Portfolio Management


Stephen Garfein MBA, PMP

Chairman, RPM Systems Corporation

Tuesday, May 18, 2010

PDUs: Attending this program earns 7 PDUs.

Location and Cost


8:00 AM - Registration and Continental Breakfast
8:30 AM - Seminar Begins
4:00 PM - Seminar Ends


Crowne Plaza Hotel
1960 Chain Bridge Road
McLean, Virginia 22102
Phone: (703) 893-2100


(Fee includes seminar, materials, breakfast, and lunch. )

$300.00 - Member Registration
$325.00 - Nonmember Registration

$325.00 Onsite Member Registration
$350.00 Onsite Nonmember Registration

About the Presentation

Strategic Portfolio Management

Today more than ever, successful CEOs and their executive leadership teams must focus on their bottom lines (both near and long term) -- whether they are in publicly traded companies, public agencies, nonprofits, or privately held organizations. This workshop offers practical tools and processes to expand strategic throughput, minimize throughput loss, and close the gap between strategy and the actual results.

What is an increase in strategic throughput worth to your organization in terms of new perspectives in improving the bottom line and having more satisfied employees, stockholders, and customers? No matter where you are in the organization hierarchy, there are actions you can take to help your organization expand its strategic throughput, with the likelihood that those actions will be recognized by your leadership and help advance your career.

Over the years, the domain of the Project Management Institute has grown from The PMBOK® Guide, to The Standard for Portfolio Management. This seminar takes seminar participants to the level of Strategic Portfolio Management by:

  • Applying The Standard for Portfolio Management in a strategic portfolio environment.
  • Defining the current state of the enterprise and the initiatives, programs, and projects required to achieve the preferred future state.
  • Understanding how enterprise-wide objectives are managed in a closed-loop, strategic portfolio management process that anticipates capacity constraints and risks.
  • Identifying senior executive perspectives and what c-level executives want from their portfolio, program, and project managers.
  • Exploring the use of an opportunity scorecard to assess the risk, strategy, and financial implications of proposed programs and projects.
  • Developing an action plan to evaluate your current organization against the strategic throughput best practices based on high performing organizations.

About the Speaker

Stephen Garfein MBA, PMP

RPM SYSTEMS CORPORATION – Mr. Garfein is the founder and chairman of RPM Systems Corporation. Since its founding in 1979, Mr. Garfein has focused on program and strategic portfolio management. RPM is a Registered Education Provider with the Project Management Institute.

STRATEGIC PORTFOLIO FOCUS -- Over the past 30 years Mr. Garfein has consulted across a wide range of industries including, pharmaceuticals, medical devices, aerospace, defense, railroads, logistics, public agencies, universities, software, semi-conductors, construction, telecoms, and banking.

For additional detail see

HUGHES HELICOPTERS - Mr. Garfein was a member of the Hughes Helicopter team that developed the Apache helicopter. He led the Hughes effort to validate its cost/schedule control system with the Department of Defense and was responsible for the enterprise-wide project management organization. He was a member of the finance committee with strategic portfolio responsibility including all research, development, facilities, operations, and information technology.

OXFORD, STANFORD, UCLA, and USC – Mr. Garfein has lectured at Oxford University’s Templeton College, the Stanford University Graduate School of Engineering, and the University of Southern California, Marshall School of Business. He holds degrees in business from UCLA (BS) and USC (EMBA), and is a Project Management Institute certified Project Management Professional (PMP).

PAPERS, PRESENTATIONS AND WORKSHOPS - Since 2004, Mr. Garfein has presented ten papers on Strategic Portfolio Management at PMI Congresses in North America, and globally in Budapest, Malta, Athens, Sydney, Kuala Lumpur, and Amsterdam . He has also lead workshops in strategic portfolio management and expanding strategic throughput and given numerous presentations at PMI chapter meetings. A comprehensive list of his publications may be found at


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