A Home @ HEAPY 2021 Annual Summit

A HOME @ HEAPY

TABLE OF CONTENTS INTRODUCTION Message from The CEO 3 OVERVIEW HEAPY By the Numbers 4

COLLEAGUE ANNIVERSARIES 9 NEW COLLEAGUES 10 COLLEAGUE AWARDS Living Our Mission 11 Living Our Vision 17 Living Our Values 17 2021 LEADERSHIP CLASS 18 COMMUNITY INVOLVEMENT WEEK Show Care to Improve the World 19 A HOME @ HEAPY 26

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MESSAGE FROM THE CEO

CHARTING OUR PATH TO A NEW NORMAL The past two years have been a roller coaster, but we have not wasted this crisis. We have used the pandemic and its challenges as an opportunity to grow – not just as a company, but as individuals. I have been inspired and heartened by our team’s ability to adapt, to execute, and to keep a sense of humor in the toughest of situations.

Building resilience is not just part of our purpose, but we have learned how to live it day in and day out. Increased flexibility and adaptability are here to stay. It is time to chart our path to a new normal. In the coming year, we will set the tone for our company culture and create a workplace that is more diverse, inclusive, and collaborative.

Our purpose – to build a sustainable, well, more resilient society – is more important now than ever. This purpose demonstrates our optimism about the work we do and the impact we can have will drive us forward in the years to come. It will be our true north as we navigate future disruptions and crises. Because it is not a question of if, but when, the next challenge will come.

In the coming year, I am most excited about three initiatives: (1) creating clear expectations for all our colleagues as we continue our transition to a colleague first culture, (2) evaluating business expansion opportunities locally and nationally, and (3) investigating how to adopt Environmental-Social-Governance standards to demonstrate our dedication to achieving the greater good through our work. Together, these initiatives will help create an outstanding culture and position HEAPY for healthy, sustainable business growth for years to come.

Thank you for the dedication and support you have demonstrated. While I know we still have challenges to overcome, we are working towards a bright future for all our colleagues and the communities we serve. I look forward to charting this path with all of you.

Mark Brumfield, PE, LEED AP BD+C Chief Executive Officer

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HEAPY COLLEAGUES

BY THE NUMBERS

Meaningful Work Enduring Relationships

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3 ENGAGEMENTS 8 MARRIAGES

5 BABIES

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13 NEW HIRES

11 NEW HOMES

INDUSTRY

ACCREDITATIONS & CERTIFICATIONS

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HEALTHCARE

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ACCREDITATIONS Mary Alexander - PE Tyler Allen - PE Billy Frank - PE Tori Francis - FE Bill McCamey - CPD Derek Shaw - PE Keith Uhlenhake - PE

PROMOTIONS Mary Alexander - Senior Electrical Engineer IV Denny Burton - Senior Plumbing Designer IV Davis Brode - Engineer Eric Laudick - Senior Project Manager III Kim Burns - Project Manager Billy Frank - Electrical Engineer II Matt Graham - Senior Project Manager III Andrew Granata - Mechanical Engineer II Andy Norman - Senior Plumbing Engineer IV Bill McCamey - Senior Plumbing Designer III Michael McCollum - Project Manager II David Rickey - Project Manager Will Samson - Senior Mechanical Designer IV Brad Shaw - Senior Mechanical Engineer III Isaac Shaw - Mechanical Engineer II Nathan Spriegel - Electrical Designer II Alec Stapleton - Senior Mechanical Engineer III Brian Uhlenhake - Project Manager Keith Uhlenhake - Senior Electrical Engineer IV Jeff Watern - Senior Plumbing Designer V Dylan Wilson - Electrical Engineer II NEW BABIES Mark and Holly Lowe – Eleanor Hazel, July 16th (1) Luke and Kelsey Richter – Conrad William, Aug. 4th Brad and Carrie Shaw – Gavin Jack, July 28th (2) NEW HOMES Howard Brooks Tori Francis Bill and Pam McCamey Michael McCollum Isaac Shaw

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WEDDINGS / ENGAGEMENTS Andrew and Shannon Granata - Aug. 21st (3) Keith and Claire Uhlenhake - Dec. 4th (4) Michael and Amanda Norman - Nov. 20th Alec and Caileigh Stapleton - Oct. 2nd GRADUATIONS Davis Brode – University of Cincinnati – Electrical Engineering Nick Smith - Wright State University - Mechanical Engineering

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AWARDS Karla Slone - BBBS BIG of the Year (5) 6

EDUCATION-CORPORATE ACCREDITATIONS Mary Gelose - PE Clare Shaw - FE

PROMOTIONS Mary Gelose - Senior Plumbing Engineer III Kyle Gordon - Plumbing Designer II Ryan Henderson - Chief Operating Officer Ehren Lohrmann - Senior Mechanical Engineer V Stephen Peake - Senior Plumbing Designer III Phillip Reid - Mechanical Egnineer II Paul Trentanelli - Senior Mechanical Engineer IV Aaron Vincent - BIM Coordinator III Chandler Yancey - Senior Mechanical Engineer III

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NEW BABIES Stephen and Ashley Autry – Adeline Lee, July 16th (1) Austin and Andi Mathias – Bennett Graham, April 27th (2) NEW HOMES Stephen Autry Logan Delk Matt Hoehn James Rodgers WEDDINGS / ENGAGEMENTS Jon Bozak got engaged to Ashley Rein Mary and Patrick Gelose - Nov. 20th (3) Matt and Kelsey Hoehn - July 10th (4) Erick Lovett got engaged to Tonia Chris McCormick got engaged to Jessica Bryton and Meredith Wise - Sept. 25th (5)

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GRADUATIONS Clare Shaw – Ohio University – Mechanical Engineering

BUILDING OPTIMIZATION

ACCREDITATIONS Amanda Alvarado - OSHA 10-Hour Monica Erickson - OSHA 10-Hour Kelsey Greenwood - OSHA 10-Hour Patty Spangler - OSHA 10-Hour Erin Kelly - Certified Measurement and Verification Professional

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PROMOTIONS Connor Donovan - Project Manager Stephanie Drenten Ferro - Project Manager II Kelsey Greenwood - Senior Optimization Engineer Josh Howard - Project Manager Josh Jones - Project Manager NEW HOMES Ben Ziegler

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ADMINISTRATION

ACCREDITATIONS Amanda Mason - Professional in Human Resources Katie Shawhan - SHRM-SCP

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PROMOTIONS Lori Dahm - Client Relations Leader Diane Hansbury - Marketing Manager RoseAnn Howell - Senior Accountant Katie Shawhan - HR Manager NEW HOMES Hannah Snider

ENGINEERING & DIGITAL SERVICES PROMOTIONS Jeremy Fauber - Engineering Manager 2

HEAPY SOLUTIONS

ACCREDITATIONS Jason Brown - OSHA - 30-Hour Matt Sierschula - OSHA - 30-Hour PROMOTIONS Matt Sierschula - Project Manager II Merritt Roseberry - Project Manager II Nadya Ribeiro-Bochenek - Construction Project Administrator II GRADUATIONS Jake Jones – Wright State University – Business (1)

INFORMATION & COMMUNICATION TECHNOLOGY PROMOTIONS Phil Boles - Technology Designer I Phil Braaksma - Senior Technology Engineer III Joel Hinderliter - Senior Technology Engineer IV Gene Schwarzman - BIM Coordinator III

WEDDINGS / ENGAGEMENTS Amrita and Krishraj Singh - Hindu Ceremony on July 24th (2)

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HEAPY COLLEAGUES 2021 ANNIVERSARIES

5 Years Billy Frank Katie Shawhan Jon Bozak Luke Richter Bryton Wise Heather Richmund

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10 Years Karla Slone Keith Uhlenhake Robert Freeman Derek Metts Jim Slone Lori Dahm Michael Norman 15 Years James Rodgers Evan Hatfield Lynn Cleveland Nick Pavlak Merritt Roseberry Aaron Weber 20 Years Matt Graham 30 Years Matt Sciarretti 34 Years Mark Pierce

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HEAPY COLLEAGUES 2021 NEW HIRES

Tyler Allen Stephen Autry Ebbie Bobbitt Davis Brode Douglas Freeman Wade Hutchison Nick Kar Shelly Kramer Bob McGinnis Jamie Meeker Brody O’Brien Clare Shaw Ben Ziegler

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LIVING

OUR MISSION •

The Mission of HEAPY: Provide REAL Collaboration, REAL Performance, and REAL Inspiration in all we do.

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Each day, our colleagues perform tremendous efforts that move our Mission forward.

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Let’s celebrate and recognize specific projects, noteworthy efforts, or challenges overcome from each department that exemplify these elements of our Mission.

ACCOUNTING

Paycheck Protection Program (PPP) Loan Forgiveness Overcame frequent, unpredictable Governmental and financial institution rules changes. Non-stop monitoring of this ever-changing and relatively inflexible portal.

RESULT Full forgiveness of $3.5 Million loan!

TEAM Rhett Miller, RoseAnn Howell, Debbie McIntire John Turkaly

BUSINESS DEVELOPMENT

First Health Central Plant, Pinehurst, NC Flew a local North Carolina owner to Ohio for the Symposium on Sustainability in Health Care (SSHC). Followed up with tours of local HEAPY-designed facilities and demonstrated our collaborative strengths and attention to client needs.

RESULT Awarded the project over numerous well-known, incumbent design firms and built a resume for future growth in the area. In addition, we are already working on a new women’s health center as a result.

TEAM Doug Sales, Heather Richmund, Joe Ferdelman Mark Brumfield, Daric Hess, David Rickey Jason Reinhardt, Billy Frank, Brian Shell Lori Dahm, Brianna Wooten, Diane Hansbury, Deena Turnbull, Kelly Dillow, Adam Bryson, Jeremy Fauber, Nick Pavlak

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LIVING

OUR MISSION BUSINESS DEVELOPMENT

Greater Columbus Convention Center In 2021, Marketing received an RFP for improving the IAQ for the Convention Center, a multi-million square foot facility. The RFP called for a design to add Needlepoint Bi-Polar Ionization (NBPI) to more than 50 air handling units. Upon further discussion, the design team felt NPBI was not the best decision for the client from both performance and cost standpoints. During the proposal and interview phases, these concerns were discussed and alternatives to NBPI were described.

It would have been easy to do what the client wanted and win the job, but the team focused on what was best for the facility, as well as the health and wellness of occupants. Our dedication to our purpose guided our decision making and led to our success.

RESULT Won the project and strengthened a client relationship.

TEAM Diane Hansbury, Brianna Wooten, Ryan Henderson Kurt Fansler, Kelly Dillow, Jason Reinhardt Deena Turnbull

HUMAN RESOURCES

The Launch of the New Wellness Platform – Virgin Pulse Partnered with McGohan Brabender to determine the most comprehensive and resilient Wellness Platform. Searched for a single site with a results-based program, woven into our culture that could provide impactful wellness information in lieu of a simple annual blood draw.

RESULT The Virgin Pulse Wellness Platform to show care for our colleagues and make a real difference in our overall health and well-being.

TEAM Katie Shawhan, Amanda Mason, Casey Huynh Hannah Snider, Ginger Scherbarth

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LIVING

OUR MISSION IT / EDS

REVIT and Network Improvements Throughout 2021, the Information Technology and Engineering and Digital Services departments worked together to significantly increase the opportunity for production efficiency of our REVIT users. This included: • Significant hardware upgrades for both network and servers • Upgraded connectivity between HEAPY offices • Significant power upgrades in data center for increased resilience • Roll-out of new design automation scripts and processes • Focused effort on training and usage reporting related to design automation scripts and processes RESULT Better inter-office connectivity, REVIT performance improvements.

TEAM Adam Bryson, Jeff Clark, Jeremy Fauber Mike Siefert, Jason Shell, Nathan Jones

INFORMATION & COMMUNICATION TECHNOLOGY

VEGA The project was to provide an ICT design for a new manufacturing facility and office space containing two primary data centers. The challenge was that a design of this size and scope would normally require 3 months to complete, but only three weeks were available. The team worked in real time via MS Teams to meet the aggressive schedule.

RESULT Fully completed design made possible through REAL Collaboration, REAL Performance, and REAL Inspiration.

TEAM Michael Jankowski, Jim Krile, Gene Schwarzman Phil Boles, Rita Singh, Russ Gill Dwayne Henderson, Jeff Schloffel

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LIVING

OUR MISSION HEAPY SOLUTIONS

Miami Valley Hospital – New Chilled Water Plant The project was to build a new 3,000-ton chilled water plant.

The challenge was that hospital operations could not be impacted.

Efforts were required at all times of day throughout the pandemic.

RESULT A completed chilled water plant installation without facility downtime.

TEAM Matt Sierschula, Nadya Bochenek, David Rickey Jason Brown

BUILDING OPTIMIZATION

Cincinnati Children’s Hospital Commissioning This was a four-year Commissioning project of a new expansion to the existing Main Hospital. The project challenged our team with new systems, aggressive project deadlines, and extensive complexity. The project team worked tirelessly onsite throughout the pandemic to make sure we met client needs. Details: • 650,000 SF Critical Care Building • Eight-story tower • 150 beds • 12,000 GSF Utility Building RESULT Children’s Hospital operating efficiently, effectively, and reliably.

TEAM Josh Jones, Stuart Mumy, Lexi Gossett Lynn Cleveland, Rob Furst, Russ Gill Larry Draves

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LIVING

OUR MISSION EDUCATION-CORPORATE

Indiana National Guard Muscatatuck Urban Training Center Steam Plant This is one of the largest steam projects HEAPY has ever tackled. The plant supports a facility that trains and prepares Indiana National Guard personnel. Project Goals: • Remove coal from steam plant operations. Two coal-fired boilers combined for 65,000 lbs/hr.

• Convert steam plant to 100% natural gas operation. This will reduce fuel costs, and improve operational efficiencies, boiler turndown, and fuel source reliability.

• Provide at least 50% mechanical and fuel source redundancy.

• Convert existing fuel-oil boilers to dual-fuel boilers.

• Provide a new control room meeting local and national regulations.

RESULT Final steam boiler plant will exceed 119,000 lbs/hr of high-pressure steam providing facility resiliency and operational improvements TEAM Craig Rohren, Darrin Thompson, Keith Scheid Aaron Vincent, Chandler Yancey, Logan Delk Ehren Lohrmann, Mat Root, Garrett Mize Andrew Ott, Stephen Peake, Andrew Tudor Matt Sciarretti, Ken Lewallen, Gary Eodice

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LIVING

OUR MISSION HEALTHCARE

UC Health ED Tower & Surgery Infill This exceptionally challenging project involved modification and renovation of a 100-year-old hospital on a crowded urban campus, including the demolition of three buildings and a 274,000 SF addition (with potential for 300,000 SF of future growth). It was halted during the pandemic and, upon restart, the original schedule still had to be met. Lead designers had weekly coordination meetings to discuss tasks and delegation of work.

HEAPY designed piping systems that totaled 1.5 MILES in length running from the UC East Central Utility Plant. This included 24” chilled water lines, 16” high pressure steam lines, and two sets of condensate lines. Lighting design required collaboration between HEAPY, the client, and the architectural lighting designer, beating ASHRAE 90.1 energy allowances by 76%. Features include green LED lighting in the operating rooms, reducing eye stress and strain, glare on the video screens, as well as enhancing the color red on the patient’s body. Additionally, everything is backed up by generator power.

RESULT The project was delivered in an expedited manner to minimize equipment cost escalation and still met the original project schedule.

TEAM Eric Laudick, Dan Dowler, Brad Shaw Matt Graham, Ben Flick, Jamie Meeker Denver Burton, Jim Slone, Jeremy Williams Matt Sciarretti, Mary Alexander, Mark Lowe Paul Millhouse, Nathan Spriegel, Davis Brode Brett Cunningham, Josh Johnson, Evelyn Wagner Jason Reinhardt, Brian Shell, Tori Francis Michael Norman, Jim Krile, Gene Schwarzman Dwayne Henderson, Gina Condy, Sean Von Hoene Tim Brown, Karla Slone, Aaron Weber Brian Arbogast, Daric Hess

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LIVING

OUR VISION •

Foster Impactful Solutions that transform the built environment while focusing on meaningful work and enduring relationships.

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Build a more Resilient and Sustainable society – embrace a culture of sustainability, collaboration & resiliency to protect our environment, inspire our clients and empower our colleagues.

Evan Hatfield Phil Boles Nick Pavlak Patty Spangler WINNER: Jeff Clark

LIVING

OUR VALUES •

Foster Change: Seek to provide innovative solutions for clients and colleagues as part of daily work.

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Improve World: Relentlessly pursue the creation, education, and delivery of our solutions to better our world.

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Make a Difference: We are committed to be impactful with our actions to lessen the gap in equity.

Kim Burns Lane Oatman Paul Trentanelli Sumeta Medicherla WINNER: Shannon Peicu

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HEAPY’s LEADERSHIP DEVELOPMENT is a three-year colleague journey that encompasses external professional management training, HEAPY led workshops and a mentor – protégé program, which pairs HEAPY senior leadership with each protégé.

The program continues to grow and strengthen HEAPY’s next generation of leadership, and also broadens our colleagues’ personal horizons to continuously improve our culture.

Congratulations to the 2021 Graduates.

AMANDA DOENGES, PE, CEM, LEED AP BD+C Amanda is instrumental to the pursuit of HEAPY’s vision and mission while exemplifying our core values: REAL Collaboration, REAL Performance, and REAL Inspiration. She plays an integral role in business development, strategic and master planning, project management and client satisfaction for all education clients.

DAVID DEAL Dave believes that people care deeply about the future and have a strong desire to leave a better planet for the next generation. His true passion lies in fostering working relationships with clients to help them navigate this new energy future in a cost effective manner.

HEATHER RICHMUND Heather is a true partner and advocate for our clients, focused on developing meaningful, long-term relationships and ensuring successful project outcomes.

She is also our Indianapolis Officer Leader, where she helps to connect HEAPY to the local community and supports our colleagues.

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The goal of our HEAPY Community Involvement Week is to “Give Back” to the communities that support our livelihood in a way to say thanks via our charitable service efforts. All HEAPY employees volunteer in various charitable activities to give back to the cities and communities where we all live, work and play.

In 2021, colleagues chose activities including park clean up, donating blood and platelets, recycling, and volunteering at foodbanks, park districts, Habitat for Humanity, zoos, Shoes for the Shoeless, 4 Paws for Ability, and Big Brothers Big Sisters.

INDIANAPOLIS ANIMAL CARE SERVICES

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Habitat for Humanity Michael Siefert Nadya Ribeiro-Bochenek

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1 Habitat for Humanity Josh Johnson Michael Berning Jason Reinhardt Sean Von Hoene Jeremy Fauber 2 Habitat for Humanity Michael Norman Derek Shaw Wil Samson John O’Brien Jeremy Williams Lexi Gossett Chris Kaylor 3 Habitat for Humanity Restore Paul Millhouse Jennifer Eller Gene Schwarzman Jamie Meeker

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4 Habitat for Humanity Adam Bryson Jake Jones Mike Siefert Jason Shell Andrew Mickens David Rickey Nadya Ribeiro-Bochenek

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1 Paws for Ability Brian Shell Gene Schwarzman James Rodgers Jim Krile Jordan Cornelison Aloysius Onuoha Jeff Clark Ginger Scherbarth Danielle Bowling Jennifer Eller 2 Shoes 4 the Shoeless Shelly Kramer Kurt Darding Jeremy Fauber Bryan Kinch 1

3 Cincinnati Zoo Aaron Vincent Connor Donovan Joel Hinderliter Kurt Darding Ben Hwang Stuart Mumy

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1 The Food Bank Brian Shell John Black Andrew Granata Michael Senger Diane Hansbury Jim Slone Ryan Henderson Karla Slone Lori Dahm Bill McCamey Phillip Reid Darrin Thompson Deena Turnbull Mark Brumfield Brianna Wooten 2 Five Rivers MetroParks

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Andy Norman Josh Jones John Black Joe Ferdelman Evan Hatfield Matt Graham Don Allen Andrew Granata Jessica Warnecke Bryan Kinch

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Akron Zoo Nick Tremaglio Monica Erickson Ben Ziegler Paul Trentanelli Ebbie Bobbitt Braden Ghilani Shannon Peicu Stephanie Drenten Ferro Amrita Singh Mike Jankowski Jon Bozak

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1 Franklinton Farms Nick Kar Alex Miller Isaac Shaw Michael McCollum Howard Brooks Gunar Stover Patty Spangler Sumeta Medicherla Kelsey Greenwood Ken Lewallen Mary Gelose 2 City of Columbus Recreation and Parks Erin Kelly Mark Lowe Kelly Dillow Brad Graupmann Kim Burns Dan Dowler

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3 Red Cross Larry Draves 4 Indianapolis Animal Care Services Robert Freeman Tim Brown Heather Zeto Ryan O’Connell Skyler Goff 5 North Carolina Food Bank

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Chris Cagle Erick Lovett Nick Pavlak Douglas Freeman Le Vaughn Monteith 6 Cleveland Metroparks Ben Ziegler Mike Jankowski Ebbie Bobbitt Braden Ghilani Tim Krzywicki Paul Trentanelli Shannon Peicu Jon Bozak

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7 Great Miami River Cleanup Kyle Gordon

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A HOME @ HEAPY The 2021 Summit Committee Members: • • • • • • • • • • • • • • • • •

Mark Brumfield Ryan Henderson Ginger Scherbarth Katie Shawhan Mary Alexander Lori Dahm Hannah Snider Amanda Mason Brianna Wooten Dwayne Henderson Kim Burns Erick Lovett Karla Slone Lane Oatman Shannon Peicu Brian Brainard Josh Howard

Thank you!!

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1 Bob McGinnis Tim Brown 2 Amanda Doenges Danielle Bowling 3 Ginger Scharberth Andrew Granata 4 Adam Markel (Keynote) Mark Brumfield 1

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1 Shannon Peicu Brian Arbogast 2 Diane Hansbury Michael McCollum 3 Prasanna Bhad Clair Shaw 4 Stephen Peake Matt Sciarretti Chris McCormick Michael Senger Jenica DeBeni

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5 Brett DeVilbiss Rhett Miller Nadya Ribeiro-Bochenek Jason Shell 3

6 Katie Shawhan Erick Lovett Kim Burns

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1 Mark Brumfield 2 Brian Brainard John Black Matt Hoehn Josh Howard 3

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Doug Sales Cameron Pierson Joel Summers

4 Mat Root Matt Graham 5

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Chris Kaylor Paul Millhouse Brad Shaw 3

6 Brianna Wooten Dwayne Henderson

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1 Lane Oatman 2 Karla Slone 3 2

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Amanda Mason

Jeff Clark - Living Our Vision Winner Shannon Peicu - Living Our Values Winner

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1 Jeremy Fauber Kelly Dillow Katie Shawhan Shannon Peicu 2 Mary Maxwell Kurt Fansler John Turkaly 3 Red Cross Le Vaughn Monteith Sumeta Medicherla Aaron Vincent Ryan Henderson

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4 Shelly Kramer Ted Hecht Ron Radabaugh Jon Bozak 5 Nathan Hyde Tyler Allen Garrett Mize 6 Andy Monnig Ryan O’Connell Dan Dowler Nick Andrews

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1 Nick Kar Jeff Watern Braden Ghilani Chuck McCormick 2 Matt Sierschula Jeremy Williams Cohen Robinson 3 Nick Tremaglio Larry Cotterman Jamie Meeker Jim Krile Josh Howard

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