Getting to Know BMT

Getting to Know BMT

Brenner, McDonagh & Tortolani, Inc., (BMT) Management and Financial Services, has brought a wealth of services to Christian Brothers Services’ (CBS) members since becoming an independent division of the company in 2017.

CBS and BMT share a synergy that allows BMT to thrive as a team in advancing the missions of the faith-based organizations it has always served, while also allowing CBS to offer its members BMT’s premier consulting services.

For religious institutes in need of assistance with the management of daily operations, BMT has the expertise and experience to help.

Since 1972, BMT has worked with more than 280 Religious Institutes and many sponsored ministries domestically and internationally. With more than 50 consultants and staff, BMT offers assistance in areas of benefit eligibility, financial management, finance office staffing, property planning and many other consulting projects to support your mission.  Click here for a full listing.

Providing customized services, BMT has the capability, for example, to completely oversee and manage your financial operation or human resources department or simply step in and assist you in your endeavors—the level of participation depends on your unique needs. 

Core to the company, the service objective centers on giving church organizations the opportunity to remain focused on their mission while confidently leaving their specific business needs, large or small, to experienced consultants.

Financial Management

BMT Finance Office staff are well-versed in a variety of tasks, offering on-site technical support with day-to-day operations of data entry, bank reconciliations and investment and payroll journal entries. BMT experts in the field also offer high-level financial advisory functions such as, budgeting, financial planning, preparation of financial statements, and serving as CFO to many of their clients (both domestically and internationally).

Benefit Eligibility Management

Benefit Eligibility Management can become a consuming and sometimes confusing task—BMT offers expertise in this area. BMT will educate your organization regarding the scope of available government programs. They explain eiligibilty factors to their members and provide a financial impact projection of participation. In addition, BMT offers the management of medical bill processing and telephone support services.

Human Resources Management

Among other functions, BMT can review a client’s existing Human Resources policies and employment manuals for compliance with federal and state employment regulations and employment law. Also, as staffing needs change, BMT can review, evaluate and offer recommendations to the Institute regarding the level of resources it may need to move  into the future with efficiency and effectiveness. In addition, consultants provide wage studies, analysis of central facility services, recruitment for admin, business office and executive level searches (CFO, Director of Healthcare (RN), and multi-state employment law.

For smaller religious institutes, BMT can fulfill the role of human resources director, providing the full range of human resources services.

Investment Consulting

BMT is the investment consultant for more than $3.1 billion of assets (domestic and international) for religious institutes, and the value of an individual client’s assets entrusted to BMT can range from $250,000 to in excess of $200 million.

As an independent firm not affiliated with any investment management firm, brokerage company or bank, BMT ensures the integrity and viability of the client’s investments. BMT offers a wide range of investment services, including the development of guidelines and policies, asset allocation models, integrated performance reporting, written reports, analysis and review of service and performance and audits.

Long-Term Planning

Addressing future trends and working with church organizations to understand their needs, BMT can help develop a long-range management plan. Crafting scenarios that can assist the institute in adapting to a changing environment, the result is a plan that is comprehensive, understandable and consistent with the client’s mission and operational objectives.

Special Projects

Respected consultants in the industry, BMT provides invaluable insight and expertise on a wide range of areas from property planning, sustainability studies, reconfiguration and more, and has completed extensive International Sustainability Studies.

For more information about any BMT service, visit cbservices.org or call 800.836.3357.


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