Christian Brothers Services at DFMC

Romeoville, Illinois, Sept. 24, 2019—Lending its expertise on retirement planning, Christian Brothers Services (CBS) will serve as a platinum sponsor and present at the 2019 Diocesan Fiscal Management Conference from Sunday, Sept. 29 through Wednesday, Oct. 2 in Chicago. 

As the extension of the Diocesan Bishop in fiscal matters, the DFMC operates to provide leadership in fiscal management to the Catholic Church.

Managing Director of CBS Retirement Planning Services ,Jim Ceplecha, along with Managing Director of RPA Financial (Retirement Planning Analytics), Todd Timmerman, will present concurrent presentations at 9:30 to 10:30 a.m. and 11 a.m. to noon, Wednesday, Oct. 2, entitled, “Good Stewards Are Great Fiduciaries: How to Protect Your Diocese from 403(b) Litigation.”

Ceplecha has 37 years of experience working with Catholic organizations, with the last 29 of those years overseeing the defined benefit and defined contribution plans for CBS. The retirement services division provides services to more than 1,000 Catholic Church employers with more than 40,000 participants and total assets in the plans nearing $2 billion.

“Believing wholeheartedly in the mission of the DFMC to provide fiscal expertise and professional development, we welcome the opportunity to both sponsor and present at the event,” said Ceplecha.

CBS strives to guide member organizations in finding practical solutions to business needs and offers a variety of programs in addition to retirement planning, including health, property/casualty, financial, technology and catholic school management. For more information about CBS plans and programs, stop by Booth #P203 where representatives will exhibit at the assembly.

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About Christian Brothers Services
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, and technology as well as financial, administrative and Catholic school consulting to church congregations, organizations and dioceses internationally.

About Catholic School Management
Founded in 1973, NCEA Financial Consulting Services focused exclusively on finance and development consulting services for Catholic school and diocesan administrators. In 1979 demand for a broader scope of services resulted in the creation of Catholic School Management (CSM). In 2014, Christian Brothers Services acquired CSM's growing operations, making CBS the national leader in consultative guidance for Catholic schools. CSM's team of experts represents more than 500 years of experience in the education field with a focus on strategy, planning and leadership.

About BMT
Founded in 1972 and headquartered in Tarrytown, New York, Brenner, McDonagh & Tortolani, Inc., BMT Management and Financial Consultants was acquired by Christian Brothers Services in 2017. Providing premier consulting services to 280 religious institutes and many sponsored ministries in need of assistance, BMT offers the management of daily operations, including accounting and financial management, benefits eligibility management, human resources, investment consulting and real estate planning and sustainability studies.


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