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"We have been well served by our working relationship with BMT for over 25 years. I highly recommend their services. You will find the staff intent not only on completing their assignments but also in providing insight and discussion on the rationale for their recommendations."

Missionary Franciscan Sisters of the Immaculate Conception


Proud Service Provider of
RCRI
The Resource Center for Religious Institutes


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What's new

Professional Activities

January 2010
New Government Benefit Eligibility Management clients:
  - Society of Jesus, New York Province
  - Sisters of the Holy Cross - Merrill, WI
  - Dominican Friars, Southern Province - Louisiana
  - Adrian Dominican Sisters - Adrian, MI
  - Sisters of St. Francis - Oldenburg, IN
  - Society of the Sacred Heart (Religious of the Sacred Heart of Jesus) - St. Louis, MO

Corporate and Organization Affiliations

BMT will be an Exhibitor at the annual conferences of LCWR (August 2010), CMSM (August 2010) and RCRI (September 2010)

Robin Jefferson will be attending the New York State Society for Human Resource Management Annual Conference, September 2010

Karen Francisco will be attending Risk Management and Finance Summit for Nonprofits, October 2010

Speaking engagements presented by BMT staff

September 2010
Clare Lorenzatti — ATRI (Association of Treasurers of Religious Institutes) Annual Conference, September 24-27, Halifax, Nova Scotia. Presentation: "What is possible? – Financial Planning for the Future"

Constance Neeson - The Resource Center for Religious Institutes (RCRI) Annual Conference, September 14-17, Anaheim, California. Presentation: Update on Government Benefits for Religious.

May 2010
John Tortolani, Kelly Murphy and Sr. Grace Sbrissa, CSJ spoke at the Generalate Treasurers meeting in Rome, Italy.

Clare Lorenzatti — RCRI Workshop "Orientation to Management of Religious Institutes", May 24-28, Chicago IL. Presentations: "What Treasurers Need to Share with Leaders" and "Quarterly Reports, Investments including Social Responsible Investments".

Constance Neeson — RCRI Workshop "Orientation to Management of Religious Insitutes", May 24-28, Chicago IL

April 2010
Constance Neeson — CORT XIII Annual Gathering

March 2010
Clare Lorenzatti — RCRI Workshop "Planning for the Future – Alternatives to Reconfiguration", Washington DC. Presentation: Financial Planning

BMT Welcomes the Following Employees

Sr. Margaret Mary Cosgrove, BVM, Illinois, June 2010
Sally Lopker, CPA, California, June 2010
Kathy Tanner, Indiana, March 2010
Mike West, California, November 2009
Frances Filmore, Rhode Island, October 2009

 
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