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"John Tortolani provided me with excellent assistance and insight on all matters related to our property sale. He was not only an excellent consultant; he was a partner with me and brought invaluable insight and expertise to the table in the marketing and final negotiations of the sale."

Robert A. Twele, OFM

Catholic Relief Services

Proud Service Provider of
RCRI
The Resource Center for Religious Institutes

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What's new

July 2011

BMT says Goodbye and Good Luck to Sr. Mary Bernadette McNulty CSJ, MED. Sr. Mary Bernadette has been elected to the Leadership Team of the Sisters of St Joseph of Orange California.

Professional Activities

BMT has recently been retained by:

  • Ursuline Sisters of the Roman Union to coordinate the financial aspects of the four Provinces reconfiguration process. John Tortolani is the Director on this contract.
  • Presentation Sisters of Manchester, NH and Methuen, Ma to coordinate their reconfiguration process. Clare Lorenzatti is the Director on this contract.
  • Congregation de La Retraite, Paris, France to assist in developing their long-term financial plan. Kelly Murphy is the Director on this contract.
  • Redemptorist Fathers Generalate, Rome, Italy as Investment Consultant.
  • Oblates de Sales, Rome, Italy as Investment Consultant.
  • Sisters of St. Francis, Green Bay, WI as Investment Consultant.
  • Paulist Fathers, Queens, NY as Director of Finance. Kate McDonnell is the senior consultant assigned to this contract.
  • Franciscan Friars of the Atonement, Garrison, NY to assess their business office. Peter Kandel is the Director on this contract.

Corporate and Organization Affiliations

BMT will be an Exhibitor at the annual conferences of CMSM (August 2011), LCWR (August 2011) and RCRI (November 2011)

Robin Jefferson will be attending the New York State Society of Human Resource Management Annual Conference, July 2011

Speaking engagements presented by BMT staff

May 2011
Clare Lorenzatti — Financial Orientation of New Leaders, RCRI Orientation to the Management of Religious Institute Workshop

May 2011
Clare Lorenzatti — Investments, RCRI Orientation to the Management of Religious Institutes Workshop

May 2011
Clare Lorenzatti — What a Finance Person Should Share With Leaders, RCRI Orientation to the Management of Religious Institute Workshop

BMT Welcomes the Following Employees

Julia Walsh, MBA, Illinois, June 2011
Sr. Pam Chiesa, PBVM, MBA, California, March 2011

Please Note

BMT's headquarters has relocated to:

220 White Plains Rd, 6th Floor
Tarrytown, NY 10591

 
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