Session

Where Strategy Meets Service: Running a Portfolio That Works for Clients & Teams

A well-run client service portfolio isn’t just a collection of projects—it’s a strategic framework that balances client needs, business objectives, and team capacity. But too often, portfolios become reactive or stagnant, with competing priorities and operational inefficiencies getting in the way of sustainable success.

This session goes beyond day-to-day project management to explore how to design, operate, and optimize a client service portfolio that delivers value for clients, minimizes context switching for teams, and drives revenue generation for the business.

By examining both successes and failures, this session will provide actionable insights on prioritization, governance, and balancing client and internal needs.

Cori Neslund

Product & Proposal Manager @ Last Call Media

Chicago, Illinois, United States

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