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Christian Brothers Services Acquires BMT

Romeoville, Ill. and Tarrytown, N.Y., August 11, 2017 – Christian Brothers Services (CBS) is pleased to announce its acquisition of Brenner, McDonagh & Tortolani, Inc. (BMT) as of August 1, 2017.

BMT serves 230 religious institutes and many sponsored ministries in need of assistance with the management of daily operations including accounting and financial management, benefits eligibility management, human resources, investment consulting and planning.

The acquisition enables Christian Brothers Services to be a premier provider of consulting services to faith-based organizations. BMT will now function as a new and independent division of Christian Brothers Services. BMT staff includes approximately fifty highly trained and experienced professionals, which will now join the Christian Brothers Services employee team. BMT will maintain its personnel and various office locations. The mission, vision, and quality of service of BMT will remain the same as when it was founded in 1972.

“The BMT team has always recognized that our two organizations have compatible and harmonious respective missions. As a leader at BMT, I am pleased that our ability to provide excellent professional and customized services will be enhanced by this relationship as we maximize our capabilities and infrastructure. In joining Christian Brothers Services, BMT is now positioned for even more success. I am enthusiastic about the future for BMT and its clients,” explains John Tortolani, founding partner at BMT.

“BMT’s sound and professional services match our ministry perfectly. You can count on Christian Brothers Services and BMT to continue meeting the needs of faith based organizations. Together, we will continue to meet the business needs of Church organizations through creative thinking, embracing change and innovation. We take pride in nurturing a strong organizational culture and maintaining an optimistic ‘can do’ attitude. We are grateful for the opportunity to serve thousands of organizations and support their many important missions,” comments Brother Michael Quirk, FSC, Ed.D., CEO/President of Christian Brothers Services.

BMT clients will now have direct access to Christian Brothers Services’ full array of services, plans and programs including health benefits, retirement plans, property/casualty, Information & Technology Services and Catholic School Management.

About BMT (bmtconsults.com)

Founded in 1972, Headquartered in Tarrytown, New York, Brenner, McDonagh & Tortolani, Inc. serves 230 religious institutes and many sponsored ministries in need of assistance with the management of daily operations including accounting and financial management, benefits eligibility management, human resources, investment consulting and real estate planning and sustainability studies.

About Christian Brothers Services (cbservices.org)

Founded in 1960 and headquartered in Romeoville, Illinois, Christian Brothers Services is a nonprofit, Catholic organization that administers cooperative programs in the areas of health, retirement, property/casualty, technology and Catholic school consulting to church organizations.
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Our Directors

John Tortolani

As one of the founding partners of BMT, John has been providing financial consultation, both domestically and internationally, for religious and not-for-profit organizations for 40+ years. With his extensive experience in Public Accounting, his areas of specialization include financial management, planning, real estate and reconfiguration. John earned his Masters in Organizational Behavior from Iona College in New Rochelle, New York.

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Robert Moody

With years of investment management experience, Bob is responsible for BMT's domestic and

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Clare Lorenzatti, DBA

Clare has considerable experience in long-range planning, financial forecasting and reconfiguration.

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Kelly Murphy

Having joined BMT in 1991, Kelly currently serves a number of clients as their Director of Finance

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Peter Kandel, CPA

With BMT since 2003, Peter serves as Director of Finance for communities located throughout

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Karen Francisco

Karen serves as Controller and Director of Finance for several religious institutes and their sponsored ministries,

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Randy Kail

While Randy's key role in BMT is providing financial management services to clients in the Mid-Atlantic region,

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Constance Neeson, LSW

Since joining BMT in 2005, Connie has supervised BMT's Benefit Eligibility Management team in

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Testimonials

"The Sisters of Charity (Halifax)'s involvement with BMT now spans two years. During that time, the company has provided us with highly competent, professional and friendly staff helping to ensure the effective and efficient operation of the finances at our Boston office."
–Sr. Joan Butler, SC
Sisters of Charity, Halifax

"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

"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

"Connie Neeson and her BMT Benefit Eligibility Management Team have been an outstanding asset for the Sisters of Providence.
The team manages the government programs for all our sisters. I have complete confidence in the work these wonderful women do with our sisters with regard to Social Security, Medicare, Medicaid, SSI, etc,. Without the Benefit Eligibility Management Team we would not have the financial help from the programs for which we qualify.
We are so grateful that we were the first congregation that Connie worked with to enroll us in these programs.
Now there are so many other congregations sharing in the expertise possessed by Connie and her entire team. What wonderful, helpful, beneficial service is provided to religious congregations by this team of women."
–Sister Nancy Reynolds, SP
Sisters of Providence, St. Mary of the Woods, IN

"Our Congregation used to have separate databases for Sisters' personal information: Social Security income, Insurance, etc.
 
Now it's all easily accessible in an eye appealing format in BEATRICE (BMT's web-based data management tool) -- it saves a lot of time looking for what we need.

In the short nine months we've been with the Benefit Eligibility Management Team of Brenner, McDonagh and Tortolani, in accessing government benefits for us, they have both, greatly increased our income and decreased our expenses as well as taken a lot of work out of the Treasurer's Office!"
–Sister M. Veronica Robert,O Carm
Carmelite Sisters for the Aged and Infirm, Germant

"Thanks much for bringing to a successful conclusion the BMT assessment project. The insights and recommendations presented will be valuable in our planning during many years to come."
–Sister Christa Franzer
Sisters of St. Francis

"It is difficult to adequately convey my gratitude to the BMT firm for your decades of commitment to and support of Mercy Providence.
Know that BMT has my sincere best wishes for continued blessings and success in your service to religious congregations."
–Marypatricia Murphy, RSM
Sisters of Mercy of the Americas

"Your advice and expertise has proven very valuable to us over the last several years. In particular, Bob Moody as a member of the Investment Advisory Committee and Peter Kandel assisting with accounting issues."
–Br. David Turmel
Brothers of Holy Cross, Eastern Province

"It was a joy to have Peter Kandel and Kate McDonnell with us at La Reina High School. They were extraordinary with their professionalism, patience and encouragement.
Both spent the time they needed to leave us with basic reports that will enable us to move forward."
–Sr. LaReina Kelly, SND
La Reina High School, Thousand Oaks, CA

"Kelly Murphy is well informed on the operating aspects of a religious institute's finance office and provides me with key viewpoints and alternative operating ideas.
 
She has performed these services and numerous others in a very energetic, professional and competent manner."
–Sr. M. Jeremiah O'Sullivan, mfic
Missionary Franciscan Sisters of the Immaculate Co

"John Tortolani has worked with us in the financing of the construction of our new motherhouse building and the completion of the sale of two elementary schools.
 
He continues to be our representative in the sale of our previous motherhouse building and about forty acres of land.
 
John has always been a highly respected consultant whom I would strongly recommend for any service he felt qualified to offer."
–Sr. Olivia Reginella
Sisters of the Catholic Apostolate

"Are you in good hands?" Well I think we
are in GOOD HANDS thanks to all of you at BMT" –Sister Mary Francis, OBS
Blessed Sacrament Monastery, NY

Lorraine Golio was a wonderful resource and help when we suddenly were left without an HR Director. She quickly understood us as a community and the type of person we needed. Lorraine found just the right person for us. During our search she also efficiently researched the new MA earned sick leave law and composed the policy for it and helped us with several other HR issues. Thank you Lorraine! Thank you BMT!
–Sister Annette Laliberte, p.m.
Sisters of the Presentation of Mary

To: Nadine Veletanga
Thanks were expressed at each of our meetings. I personally want to thank you for your dedication, professionalism, clarity and sensitivity to prepare a report that helps us understand our reality, the challenges and the unknowns we cannot predict. I hope you sense the confidence our sisters have in you and the real awareness of your wholehearted commitment to help us steward our resources.
Thank you!
–Sr. Helen Kearney, President,
CSJ - Brentwood, NY

"We could never thank you adequately for your service to us over the years – TEN STARS!"
–Sr. Patricia Flattery
Congregation de Notre Dame – Wilton, CT

The Sisters of St. Joseph of Lyon-Maine have had a working relationship with the firm of BMT as financial consultants for over 30 years. We have always been very pleased with the expertise and experience they've provided. Like so many religious groups, we have become fewer and have needed to respond differently to our reality. Because of the positive working relationship with BMT all these years, we made a decision nearly two years ago to outsource most of the work still needing to be done in our finance-business office. BMT has been providing that service. It's one of the best decisions leadership has ever made!
–Sr. Gilla Dube
Provincial, Sisters of St. Joseph of Lyon-Maine