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Scale Up Ready: Finance & Operations Systems for Growth-Stage Companies

Scale Up Ready: Finance & Operations Systems for Growth-Stage Companies

📅miércoles, 16 de septiembre de 2026 · 9:30 a.m.
🎟️Desde CAD 149
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Descripción

Event Description Scaling isn't just about increasing revenue; it's about building a repeatable operating system that can handle complexity: more people, more customers, more transactions, and bigger decisions. Most companies stall because their financial infrastructure and operational cadence don't keep pace with growth. Join Catapult Startups and SummitPath for a candid fireside chat on what "scale-ready" actually looks like in practice, and the minimum systems you need to grow without chaos. No slides, no pitch. Just a moderated, back-and-forth conversation between two teams who work inside growing companies every day, followed by open Q&A and networking. Hosted at the ATB Entrepreneur Centre. Thank you to ATB Financial for generously providing the space. What you'll walk away with Month-end close rhythm and accountability Clean categorization and scalable finance workflows KPI dashboards Year-end preparation and what businesses should have ready How to stop the founder from becoming the bottleneck “Yes, if…” rules to manage scope creep and protect capacity SOPs and decision frameworks that enable consistent execution Leadership cadence: weekly priorities, owners, and measurable outcomes Agenda 9:30 AM – Arrival, coffee & networking 10:00 AM – Welcome from ATB Financial Entrepreneurship Centre 10:05 AM – Fireside chat + audience Q&A 10:50 AM – Open networking 11:30 AM – Event close Who should attend Founders/CEOs scaling revenue but feeling operational strain COOs, ops leads, controllers, and bookkeepers at companies scaling from $2M–$10M+ (or preparing to) Teams gearing up for a major growth push, hiring, or financing Companies struggling with slow month-end close, unclear KPIs, or growth friction Operators who want practical systems, not theory Speakers Greg Coulas, Vice-President, SummitPath Bookkeeping Inc Chad Harding, Partner, SummitPath LLP  Daniel Monzon, CEO & Co-founder, Catapult Startups Ritesh K. Pais, Financial & Strategic Advisor, Catapult Startups Moderated by Jesse Lalli, Catapult Startups