What's new

Professional Activities

September 2009
New Government Benefit Eligibility Management clients:
  - Congregation of the Most Holy Redeemer (Redemptorists) -Maryland
  - Dominican Friars - Central Province, Illinois
  - Order of the Most Holy Redeemer (OSsR)- Missouri

June 2009
BMT hosted a workshop for clients. The workshop subject matters included topics of Indemnity Agreements and Additional Insured, Electronic Record Retention Policy & Procedures and Employee Record Retention Policy & Procedures. Presentations were made by attorneys specializing in each area.

June 2009
Clare Lorenzatti was selected to assist the Congregation of the Presentation of Mary, Methuen MA and Manchester NH with their reconfiguration. .

June 2009
BMT was selected to assist the Salesian Society of Don Bosco, San Francisco CA with an evaluation of their existing financial services.

June 2009
Kelly Murphy will serve as Director of Finance for the Anglo Irish Province of the RCE, located in England and Ireland.

March 2009
The American Recovery and Reinvestment Act of 2009 which was signed into law by President Obama includes a COBRA subsidy. Basically this subsidy allows an individual who was involuntarily separated from employment between September 1, 2008 and December 31, 2009 to elect to pay 35 percent of his/her COBRA coverage with the former employer paying the remaining 65 percent.

Questions or concerns about this COBRA subsidy should be directed to Robin Jefferson at BMT's New York Office.

March 2009
School Sisters of Notre Dame has selected BMT as lead company to complete a facilities assessment for their nine motherhouses.

March 2009
BMT, represented by Kelly Murphy, has been selected to be Chief Finance Officer of an international community headquartered in Paris, France with sectors in England, France, Ireland and United States.

March 2009
BMT has been asked to make a presentation to the General Treasurers of Religious Institutes located in Rome, Italy. Expected date of presentation is October, 2009.

January 2009
BMT said good-bye and good luck to Valerie Piatak, after 16 plus years of dedicated service to BMT and its Ohio clients. Valerie will begin a new position with the Congregation of St. Joseph in Cleveland, Ohio.

January 2009
John Tortolani, Kelly Murphy, and Sr. Grace Sbrissa, CSJ, met in Rome, Italy and Paris, France with existing clients and potential new clients.

Corporate and Organization Affiliations

BMT will be an Exhibitor at the annual conferences of LCWR (August 2009) and RCRI (October 2009)

BMT will sponsor a refreshment break at the ATRI Conference, September 2009

Karen Francisco attended the ATRI Conference, September 2009

Kelly Murphy attended the LCWR Conference, August 2009

Robin Jefferson attended the NYS SHRM Conference, July 2009

Karen Francisco attended a Non-Profit Risk Management Conference, June 2009

Speaking engagements presented by BMT staff

October 2009
Clare Lorenzatti and Connie Neeson — RCRI Conference

March 2009
Sr. Grace Sbrissa, CSJ — The Leadership Conference of Women Religious presented The New Leader Workshop, Plymouth, Michigan

BMT Welcomes the Following Employees

Karen DeSimone, Rhode Island, September 2009
Sue Clark, Indiana, September 2009