Case Study: COPD Foundation streamlines budgeting and forecasting with Vareto

How Vareto empowers COPD Foundation teams to find faster alignment

The COPD Foundation, a patient-centered nonprofit focused on lung health and advocacy, needed a better way to manage budgeting and forecasting across more than 70 cost centers. Using Vareto’s FP&A platform, the finance team sought to replace cumbersome Excel-based processes, improve access controls for program managers, and make annual planning faster and more accurate.

With Vareto, COPD Foundation created a single source of truth for budgets and forecasts, gave program managers secure access to their own program pages, and connected Sage Intacct to automatically pull in actuals each month. Vareto helped the team cut the annual budget roll-up from 2–3 weeks to less than a week, improve visibility and alignment across departments, and support faster scenario planning and decision-making.

COPD Foundation

Kaleo Curtis

Chief Financial Officer