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

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