Scaling Smart: The Intersection of Operations, Finance & Legal

Are you ready to take your business to the next level — without the guesswork?

Join Athena Collective for an exclusive, actionable panel discussion with leading experts in operations, finance, banking, and law. You’ll leave with clear strategies, insights, and tools to scale your business smarter, no matter your industry. Whether you’re an early-stage founder, growing SMB, or looking to expand strategically, this event will give you the clarity to make your next moves with confidence — from systems and cash flow to legal structure and funding.

Why attend:

• Discover the critical operational, financial, and legal foundations every business needs before scaling.
• Learn actionable tactics and metrics that successful founders use to grow efficiently.
• Hear real-world examples of businesses that thrived — and what they learned along the way.
• Network with expert panelists, sponsors, and other ambitious founders in Vancouver.
• Walk away with insights you can put into practice the very next day.

Tickets: Limited seating for 50–60 attendees. Reserve your spot early!

Panelists:

Rachael Radford — Founder, Meira Consulting
Rachael helps founders transform chaotic workflows into scalable, repeatable systems that drive growth.

Tracey Lundell — Senior Investment Advisor, SeaGlass Wealth
Tracey guides entrepreneurs to align personal and business finances, optimize cash flow, and plan for sustainable growth.

Nelofar (Nelo) Maleqazghar — Senior Account Manager, TD Women in Enterprise
Nelo supports women-led businesses in accessing funding, managing capital, and leveraging banking solutions to scale successfully.

Lisa Kakoske — Partner, Bennett Jones LLP
Lisa advises founders on corporate structure, legal risk, and business agreements, helping companies grow securely and strategically.

Moderator:
Sarah Bundy, Award winning Founding Partner & CEO, Athena Collective - multi-award winning mid-market exited entrepreneur.

Who Should Attend:

• Founders & Co-Founders of startups and scale-ups
• Small & medium business owners
• Entrepreneurs looking to grow efficiently
• Professionals seeking actionable insights on scaling operations, finances, and legal foundations

What You’ll Learn:

• Key operational shifts that enable sustainable growth
• Financial metrics and systems every business needs before scaling
• Legal agreements and structures that protect your business
• Funding options, including non-dilutive capital opportunities
• Real-life success stories and lessons learned from experienced experts

Why You’ll Love This Event:

• Walk away with practical strategies, checklists, and insights you can apply immediately.
• Engage directly with panelists and sponsors for personalized advice.
• Connect with like-minded founders and business leaders in Vancouver.
• Enjoy a premium networking experience with wine and cheese in a professional, intimate setting.