Lean Portfolio Management (LPM) Jan 12-13 (Online)


  • Karen Embree
    Karen Embree
    Instructor and Coach

    Karen Embree is a highly experienced senior financial services leader with a proven track of bringing order to chaos – a key reason she was chosen to help lead a Fortune 100 company agile transformation in 2018. In the agile space, she combines a PhD in Leadership Studies (coaching focus) with the experience of leading two agile transformations and delivering portfolio management (USAA and Fiserv). Karen is well versed in agile (SAFe 5 SPC, PMI-ACP, ICAgile Certified Coaching Expert, ICAgile Certified Agile Team Facilitation certifications), process improvement (Six Sigma Black Belt) and portfolio/program management expertise (Certified Program Management, Certified Portfolio Management) . Key strengths include driving profitable brand growth and training/coaching cross functional teams to deliver results via agile principles and methodologies.


Jan 12 - 13 2023


9:00 AM - 5:00 PM





Lean Portfolio Management 5.1

Aligning strategy with execution is critical to any organization’s success and a key aspect of Scaled Agile Framework. With a Lean Portfolio Management (LPM) approach, you can collaborate across silos, empower teams, and organize around value to adapt to what customers want, faster.

The Lean Portfolio Management course helps executives, project management officers (PMOs) and other key stakeholders plan dynamically and be flexible enough to adjust initiatives and budgets as the market changes. The LPM course provides the guidance and tools attendees need to work effectively in remote environments with distributed teams. You’ll learn how to connect portfolio strategy and initiatives to the planning and execution of work, how to integrate feedback from participatory budgeting, and how to adapt to change while maintaining your funding vision and roadmap.

Materials presented in this 2 day class are the latest from SAI and upon completion you will be registered for the Lean Portfolio Management (LPM) Certification.

The 2-day course, exam, and 1 year of certification license is included in the price of the course.