2020/2021 SWOAFP Annual Meeting at Fretboard Brewery

  • May 12, 2021
  • 4:30 PM - 7:30 PM
  • 5800 Creek Rd., Blue Ash, OH 45242
  • 15


Registration is closed

SWOAFP - 2020/21 Annual Meeting

@ Fretboard Brewing Company

 5800 Creek Rd, Blue Ash, OH 45242

Wednesday, May 12, 2021

4:30pm - 7:30pm

Capacity is capped at 40 people, so please register early!!!

Please join us for our Annual SWOAFP Membership Meeting, and a lively presentation on the origins and operations of the Fretboard Brewery with our featured speaker: 

Jim Klosterman, VP Operations - Fretboard Brewing


James “Jim Skinny” Klosterman is Vice President of Operations and Co-Founder of Fretboard Brewing Company. As the “lead guitar” player of the company, Jim is responsible for taproom operations, delivery and logistics, human resources, entertainment, and events.

Klosterman got his start in the field of Information Technology in the mid-90’s and worked his way through many facets of the industry that includes support, consulting, sales and IT management before launching Fretboard is 2017. He is an avid musician, guitar player, singer/songwriter and sound technician of 35+ years and has been described as a Renaissance Man with interests in engineering, science, business, music and the art of beer and brewing.


4.30pm-5.00pm     Check-in / networking / first beer(s)

5.00pm-5:15pm     Update from LaDonna Storer, BOD President

                                  Membership vote for new BOD Members for 2021-2022 season

5.15pm-6.00pm     Presentation by Jim Klosterman and then Q&A

6.00pm-7.30pm     Open networking 

*** Each Attendee will be given drink coupons at check-in (beer or wine)***

SWOAFP will provide a full BBQ Buffet from Smoked Out Catering

Please Register/RSVP by Monday, May 3rd for Catering headcount!

Elections for the SWOAFP Board of Directors:

As part of our Annual Meeting, the SWOAFP Members will be voting for a new Board of Directors for the upcoming 2021/2022 season. The proposed Officers are:

President: Beth Hartman (5/3 Bank)

VP: Jessica Kennedy (PNC Bank)

Treasurer: Zeb Copley (First Financial Bank)

Secretary: Scott Hess (Cintas)

Webmaster: Stephen Burrington (Intl. Treasury Consulting)

Education: Melisa Richardson (SynFiny Advisors)

Membership: Annice Graves (CareSource)

Conference Chair: Kristen Bohlen (CareSource)

Covid-19 guidelines:

Even though we will be in a private party room, Fretboard has asked that the SWOAFP members follow their stated Social Distancing guidelines:

*) Members are encouraged to wear masks unless actively eating or enjoying a drink

*) The event space will be capped at 50% of normal capacity (thus only 40 people permitted for this event)

*) The tables will be limited to half-capacity seating (i.e only 3 people at a 6 person table). We will have our own, dedicated bartender in the Event Room.

Pending approval for 1.2 CTP re-certification credits by the Association for Financial Professionals.

 Please be sure to share this event and bring guests!


Click HERE to register for this event

Save the Date for our last meeting of the 2020-2021 season:

June 9, 2021 - Cyber Security during the Covid-19 Pandemic


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