LPL Financial Lunch & Learn - Sustainability

Please join us on Friday, November 30, 2018 for a lunch and learn on sustainability at LPL Financial in Fort Mill, SC.  Presented by Ben Jacoby, Jorgensen FM Building Services Manager. Ben will deliver a presentation and take you on a tour of the LPL facility.  You will have the opportunity to learn a bit about our LEED Gold certified campus, our water reclamation system and how we harvest daylight!  Observe some of the efforts LPL is making to sustain our environment.  

Ben Jacoby, brings over 20 years of experience in facility maintenance management.  As Acting Sustainability Manager, he has been instrumental in the creation and launch of commercial waste management and compost plans for Corporate Real Estate at LPL Financial’ s campus in Fort Mill, SC since 2016.  He also serves as Sustainability Employee Action Committee Co-Chair, Wipe Out Waste Ambassador, and has been a Commercial Composting speaking panelist for LUESA.

Through his years of experience in commercial and residential facility maintenance management Ben has been able to leverage professional services with local vendors serving LPL.  He is an Accredited Office Ergonomic Evaluator.  Ben is a city liaison for over 100 homes in York County and holds a LEED Green Association certification while orchestrating campus Earth Day events and other green initiatives.

Date:  November 30th

Time:  11:30-1:30pm

Place:  LPL Financial, 1055 LPL Way, Fort Mill, SC

Cost:  $15.00 members, $20.00 non-members

2 Continuing Education Hours

 Registration is open!

Board of Directors Planning Retreat for 2018-2019


ISM-Charlotte, Inc. Board of Directors Planning Retreat

Location: Charlotte, NC (NASCAR Hall of Fame) 







On August 18th, 2018, the Board of Directors held a meeting to discuss numerous topics including:

  • A look back to last year’s results and accomplishments
  • A look forward to this year’s expectations, opportunities, and additional value to bring to our membership

 Throughout this meeting, the board discussed topics around:

  • Aligning Organizational Goals
  • Membership & Growth

  • ISM- National Conference in Houston, TX April 7-10, 2019

  • ISM- Charlotte Spring Conference 2019 (additional details to come)

  • Tours

  • Meeting Dynamics

 ISM-Charlotte’s Board of Directors is very excited to get the year kicked off. The organization discussed many opportunities to engage our membership with continuing education, enhancing professional networks, and connecting to all aspects of Supply Chain within the Charlotte community. The organization’s goal for the upcoming fiscal year is to enhance our Member’s experience through exciting plant tours, interactive meetings, and new opportunities we have yet to explore. 

We are thrilled for the initial dinner meeting on September 13th and BMW Plant Tour in Greenville, SC on October 18th (BMW’S only American factory). We look forward to seeing you there!


ISM-Charlotte 2018 Supply Chain Management Professional of the Year


Lydia Rowson - 2018 Supply Chain Management Professional of the Year

Lydia has been given recognition for her outstanding leadership and tireless efforts in bringing education to the forefront for ISM-Charlotte.

She has been an active member of ISM for many years and currently sits on the ISM-Charlotte affiliate board of directors. Lydia attended the ISM affiliate leadership training in 2016 were she was able to network with many of the national affiliate leaders and bring their best practices to ISM-Charlotte. Lydia currently has plans to work on her CPSM. She regularly attends our dinner meetings and has been the point person for many of our tours and educational activities. She has truly taken ISM to a different level with the enthusiasm and programs she has offered our members.

Lydia is a professional in Supply Chain in many aspects. She shares best practices with others and helps promote the standards of our profession. She has been a mentor to many of our members and to many others in our profession from her workplace to the affiliate membership. She has devoted much of her time to the improvement of our programs, tours and our dinner meetings for all our members within our affiliate and strives to promote certification. She was instrumental in hosting an event at her workplace to introduce her team to ISM and the member benefits.

Lydia has consistently reached out to many institutions and supplier locations to promote ISM and bring our members and non-members educational meetings and tours. She strives and encourages all our members to seek their educational hierarchy and obtain their CPSM certification and promotes ISM as a whole. She has been the point person for all our tours. Her professional relationships with peers, and her tireless efforts in bringing education to the forefront to all of our members has not gone unnoticed. This has allowed the Charlotte affiliate to bring our members an experience for education and professional growth to another level.

Some people go above and beyond the requirements of their individual jobs and truly work to improve the supply chain profession as a whole. Lydia continuously sets high standards for excellence not only in her workplace but within our organization on a regular basis. She truly is a Supply Chain Management Professional in all aspects.





CPSM Exam Update


CPSM Exam Updates Coming Soon!


ISM is encouraging those currently working on their CPSM® to complete their exams now, before they change! Whether you're already in the CPSM® pipeline or thinking about earning this certification, you still have time to achieve this important professional milestone.


New courseware will be introduced in April 2018 and updated exams in September 2018.