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OTA 2023 Annual Report FNL

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ANNUALREPORT2023www.ota.orgThe Orthopaedic Trauma Association empowers the orthopaedic traumacommunity to provide the highest qualitypatient care through education, research, and advocacy.

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2MissionThe mission of the Orthopaedic Trauma Association (OTA) is to empowerthe orthopaedic trauma community to provide the highest qualitypatient care through education, research, and advocacy. VisionThe OTA's vision is global excellence in the care of orthopaedic trauma patients. Strategic PlanEducation: Provide the orthopaedic trauma communityand patients with high-quality, globally accessible contentand education that meets their evolving needs. Research: Advance the care of orthopaedic trauma patientsby identifying, initiating, supporting, and disseminatinginnovative and collaborative research.Advocacy: Advocate for high-quality trauma patient careby providing evidence and insights to inform and inuencehealth systems and public policy.Global Partnership: Serve as the leading resource forpartners to deliver the highest possible quality of musculoskeletal trauma care worldwide.People: Empower orthopaedic colleagues to thrive in their careers and lives through mentorship, professional support, and commitment to diversity, equity, and inclusion.ACCME® AccreditedThe Orthopaedic Trauma Association (OTA) has been reviewed by the Accreditation Council for Continuing Medical Education (ACCME®) and awarded continuing accreditation for 4 years as a provider of continuing medical education (CME) for physicians. Accreditation in the ACCME System assures the medical community and the public that OTA delivers education that is relevant to clinicians’ needs, evidence-based, evaluated for its effectiveness, and independent of commercial inuence. ContentsAnnual Donors .............................14 - 15Where Do Our Dollars Go? .......................15Corporate & Foundation Donors..................162023 Award Papers & Awards ...............17 - 22Distinguished Member Awards...................19OTA Journal Funding Award .....................22Humanitarian Awards ...........................22Impactful Accomplishments of 2023 .........23 - 26IOTA Societies .................................27COTA BOD and Acknowledgments ...............28President’s Message ............................. 3Board of Directors & Committee Chairs ..........4 - 52024-26 Strategic Plan........................... 6Membership .................................... 7Balance Sheet................................... 8Statement of Operations ......................... 92023 at a Glance ...............................10Icon & Legend Awards ..........................11Legacy Society . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Founders Circle ................................13

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3Dear OTA Membership, As I peruse the achievements of 2023 detailed in our Annual Report, I am struck by the remarkable dedication, commitment, and talent exhibited by our membership. I extend heartfelt gratitude to all who have contributed, whether through serving as faculty members, participating on committees, authoring textbook chapters or journal articles, volunteering time as mentors, reviewing journal submissions, participating in research studies, or holding roles within OTA leadership. Your signicant contributions are the cornerstone of OTA’s success in 2023.I also wish to express sincere appreciation for the generosity of our 2023 donors, including Lifetime & Planned Giving Donors, and 2023 Corporate & Foundation Donors. As outlined in our current strategic plan, there is still much to be accomplished. Priorities such as enhancing education accessibility, conducting high-quality prospective research, driving impactful advocacy, expanding global outreach, and investing in people will be at the forefront of our agenda as we unveil the new strategic plan. Your donations will play a pivotal role in realizing these ambitious and impactful objectives, serving as the bedrock for ensuring the longevity of our organization and our ability to provide enduring resources for future generations.I urge each of you to mark your calendars for the OTA’s 40th Anniversary Meeting, scheduled to take place from October 23 - 26 2024, in Montreal, QC, Canada. The Annual Meeting Program Committee and Anniversary Task Force are diligently crafting plans to commemorate this signicant milestone, and I can assure you that it will be an event you won’t want to miss.Warm regards,Emil H. Schemitsch, MD, FIOTAOTA PresidentA Message from the President:2023 – Year in ReviewEmil H. Schemitsch, MD, FIOTAOTA PresidentTH

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4OTA 2023 Board of Directors (2023-2024)2023 Committee ChairsEmil H. Schemitsch, MD, FIOTAOTA President Douglas W. Lundy, MD, MBA, FIOTAPresident Elect Thomas F. Higgins, MD2nd President Elect Brendan M. Patterson, MD, FIOTAImmediate Past President Michael T. Archdeacon, MD, FIOTA2nd Past President Hassan R. Mir, MD, MBA, FIOTACFOAnna N. Miller, MD, FIOTASecretaryNominating Brendan M. Patterson, MD, FIOTAOnline Discussion Forum Richard Yoon, MD, FIOTAPatient Education Christopher Domes, MDPast President Liaison David C. Teague, MDPatient Mental Health Philip Wolinsky, MDPodcast Sub-Committee Michael Blankstein, MDPractice Management Brian P. Cunningham, MDPublications Michael Gardner, MDPublic Relations and Branding Babar Shaq, MDResearch Prism Schneider, MD, PhDStrategic Research Initiative Saam Morshed, MD, PhDTraveling Fellowship Anna N. Miller, MD, FIOTAVideo Library Mark Hake, MDYOTS (Young Orthopaedic Trauma Surgeons) Arvind von Keudell, MDMoral Injury, Advocacy & Member Well-Being Matthew Garner, MDAnniversary Task Force Ed Harvey, MD, FIOTAAI Task Force Meir Marmor, MDKyle J. Jeray, MDMember-at-Large George V. Russell, MDMember-at-Large Kelly A. Lefaivre, MDMember-at-Large Nirmal C. Tejwani, MDAnnual Program Chair Task Force ChairsTheodore Miclau III, MD, FIOTAEx-ofcio, IOTA Steering Committee Chair Michael Gardner, MDEx-ofcio, Publications Committee ChairMichael Suk, MD, JD, MPH, MBAEx-ofcio, CFO-Elect Annual Meeting Program Chair Nirmal C. Tejwani, MDBasic Science Justin Haller, MDBylaws and Hearings Matthew Karam, MDClassication and Outcomes Ashley Levack, MDDisaster Management and Emergency Preparedness Daniel Stinner, MD, LTC, PhDDiversity Jacque Krumrey, MDEducation Brian Mullis, MD, FIOTAEvidence Based Value & Quality Clay Spitler, MDFellowship and Career Choices Mike Weaver, MDFellowship Match Compliance Dan Schlatterer, MD, FIOTAFinance and Audit Hassan R. Mir, MD, MBA, FIOTAFund Development /Vendor Policy Robert A. Probe, MDGlobal Relations Theodore Miclau, III, MD, FIOTAHealth Policy and Planning Milan Sen, MD, FIOTAHumanitarian Paul S. Whiting, MD, FIOTAInternational Relations Hans-Christoph Pape, MD, FIOTAInternational Trauma Care Forum Sub-committee Theodore Miclau, III, MD, FIOTAMembership Milton Little, MDMilitary Michelle Gosselin, MD

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5OTA 2023 Editor-in-Chief LeadershipWilliam M. Ricci, MDJournal of Orthopaedic Trauma (JOT) Editor-in-Chief Emil H. Schemitsch, MD, FIOTAOTA International (OTAI) Editor-in-Chief Andrew H. Schmidt, MD, FIOTAOTA International (OTAI) Deputy Editor-in-Chief Anna N. Miller, MD, FIOTAOTA Online Textbook Editor-in-Chief Hassan R. Mir, MD, MBA, FIOTAOTA Online Textbook Deputy Editor-in-Chief The OTA acknowledges the following BOD, Editors and Committee Chairs who completed their leadership terms in 2023. Sincere gratitude is extended to each for their contributions.Annual Meeting Program ChairGerard P. Slobogean, MD, MPHJournal of Orthopaedic Trauma (JOT)Editor-in-ChiefRoy Sanders, MDMember-at-LargeAnna N. Miller, MD, FIOTA Outgoing Committee ChairsThomas DeCoster, MD Bylaws Daniel S. Horwitz, MD Fund DevelopmentMeir Marmor, MD Classication and Outcomes Sanjit R. Konda, MD PodcastRoman Hayda, MD Disaster Response Jason Lowe, MD Public RelationsAcknowledgments: Outgoing Board MembersSincere thanksto all committee members, course chairs and facultycompleting their volunteer term.

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62024-2026 OTA Strategic PlanVisionGlobal excellence in the care of orthopaedic trauma patients.MissionEmpower the orthopaedic trauma community to provide the highest qualitypatient care through education, research, and advocacy.GoalsEducationProvide the orthopaedictrauma community and patients with high-quality, globallyaccessible content andeducation that meetstheir evolving needs.ResearchAdvance the care of orthopaedic trauma patients by identifying, initiating, supporting, and disseminating innovative and collaborative research.AdvocacyAdvocate for high-quality trauma patient care by providing evidence and insights to inform and inuence health systems and public policy.GlobalPartnershipServe as the leading resource for partners to deliver the highest possible quality of musculoskeletal trauma care worldwide.PeopleEmpower orthopaedic colleagues to thrive in their careers and lives through mentorship, professional support, and commitment to diversity, equity, and inclusion.The OTA directed time, expertise, and thoughtful consideration throughout 2023 in creating a new 3-year Strategic Plan. The OTA has conrmed the following high-level strategic direction and goals for 2024 – 2006. The plan was created with input from our Committee Chairs and Leadership, as well as the membership through our 2023 Member Needs Assessment Survey. We look forward to hearing the ongoing feedback and ideas of our membership, and extend sincere appreciation for your dedication to the OTA and our profession. Emil H. Schemitsch, MD

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7MembershipThe OTA congratulates the applicants below on their newly accepted or newly transitioned membership active January 1st, 2024! New Active MembersKhaled Almansoori, MD; David Antekeier, MD; Kristin Livingston, MD; James Richman, MD; Peter Siska, MD; Vani Sabesan, MD; Scott Allan Willms, MD, FRCSCClinical to Active MembershipArun Aneja, MD, PhD; David Antekeier, MD; Sharon Babcock, MD; Daniel Bravin, MD; Christine Bub, MD; Jon Carlson, MD; Tuesday Fisher, MD; Thomas Hand, MD; Giselle Marie Hernandez, MD; Kristin Livingston, MD; Luke Lopas, MD; Lindsay Maier, MD; James Mautner, MD; Joseph Patterson, MD; James Richman, MD; Aresh Sepehri, MD; Peter Siska, MD; Michael Talerico, MD; Vani Sabesan, MD; Scott Allan Williams, MD, FRCSCOTA Membership by TypeMember Type Count Active 744 Candidate 614 Clinical 1033 International 554 Trauma Practice Professional 242 Other 286Total3,473 8% growth in membership from 2022 to 2023 OTA Members3,473Total OTA Members88 CountriesOther8%Active21%Clinical30%Candidate18%International16% Trauma PracticeProfessional 7%

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8Balance Sheet* 2023 2022Assets Cash and Cash Equivalents $ 2,401,846 $ 2,769,403 Investments, net 15,980,121 13,914,787 Accounts Receivables 299,707 688,788 Prepaid Expenses 193,984 188,734 Property and Equipment, net 205,481 57,715 Other Assets 71,025 140,835 Total Assets $ 19,152,164 $ 17,760,262 Liabilities Accounts Payable $ 779,011 $ 1,024,954 Deferred Income 537,985 630,460 Other Liabilities 86,261 175,720 Total Liabilities $ 1,403,257 $ 1,831,134 Net Assets Without Donor Restrictions $ 17,025,007 $ 15,205,228 With Donor Restrictions 723,900 723,900 Total Net Assets $ 17,748,907 $ 15,929,128 Total Liabilities and Net Assets $ 19,152,164 $ 17,760,262 * Unaudited 2023 Use of FundsManagement and Administrative 38%Board and Committees 8%Annual Meeting 31%Specialty Day 1%Courses 10% Grants and Awards 7%Publications/OTA Online 5%

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9Statement of Operations 2023 2022Operating Revenues Membership Dues $ 1,297,198 $ 1,265,695 Annual Meeting 2,919,707 2,558,426 Specialty Day 67,500 46,400 Courses 469,106 575,163 Contributions, Grants, and Donations 367,083 420,736 Publications/OTA Online 671,999 668,393 Other Income 285,954 284,683 Investment Income, net 2,299,869 (2,795,124) Total Revenues $ 8,378,416 $ 3,024,372 Operating Expenses Management and Administrative $ 2,459,712 $ 2,308,872 Board and Committees 492,349 483,105 Annual Meeting 2,054,931 1,436,786 Specialty Day 65,495 35,657 Courses 676,163 637,155 Grants and Awards 473,038 794,020 Publications/OTA Online 336,949 379,416 Total Expenses $ 6,558,637 $ 6,075,011 Total Net Increase $ 1,819,779 $ (3,050,639) 2023 Sources of IncomeMembership Dues 16%Annual Meeting 35%Specialty Day 1%Courses 6%Contributions, Grants & Donations 4%Publications/OTA Online 8%Other Income 3% Investment Income 27%

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Research Grant Funding 1990 - 2023More than 485 OTA research grants awarded totaling $14M More than 817 presentations resulting from OTA grant funding More than 354 publications resulting from OTA grant funding More than $95.5M of additional grant awards to studies that began as OTA funded research studies. Education2023 Annual Meeting 1,924 attendeesMore than 400 presenters total 74 scientic abstract podium presenters20 breakouts 12 Pre-Meeting and Concurrent Courses at the OTA Annual Meeting2023 OTA CME • OTA International Journal CME launched with 6 articles• 2 on-demand meetings• 34 CME activities• More than 200 hours of CME, taught by OTA members and oering some of the highest level expertise in orthopaedic trauma • 15 webinarsPodcasts • 41 episodes released in 2023 • 8,181 average downloads/month in 2023 • 1,216 average downloads per episode for episodes released in 2023 • 1 Podcast booth at OTA Annual MeetingFracture Night Case Discussions• 33 Fracture Night sessions held in 2023• Average 111 participants per sessionJournal of Orthopaedic Trauma (JOT) 19,010 visits to the journal landing page994 articles submitted, 194 acceptedOTA International (OTAI) 39,161 visits to the websitePatient Education• More than 600,000 visits to the Patient Education WebsiteMembership102023 At a Glance19,276 (+3.7%)18,332 (+7.1%)15,567 (+11.6%)8,483 (+38.3%)3,473 OTA Members 744 Active Members1,033 Clinical Members614 Candidate Members 25 Society Members in IOTA 554 International MembersSocial Media / WebOTA Website engagement: • Views – 1,710,361• Users – 668,822

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11Legend Awards (lifetime giving of $25,000 - $49,999) Marc A. Aiken, MD Michael T. Archdeacon, MDKyle J. Jeray, MD Douglas W. Lundy, MDWilliam M. Ricci, MDMarc F. Swiontkowski, MD Dr. and Mrs. Peter and Nancy Cole Stuart M. Gold, MDBrendan M. Patterson, MD Andrew N. Pollak, MDDavid C. Teague, MD Heather A. Vallier, MDIcon &Legend AwardsDonors as of December 31, 2023AcknowledgmentsThe OTA is pleased to honor the following individuals who have reached a lifetime giving level of $10,000 or greater.Icon Awards (lifetime giving of $50,000+) Ross K. Leighton, MDDr. Todd W. and Mrs. Jennifer MaillyPaul Tornetta III, MD Roy Sanders, MD Dr. Thomas (Toney) A.and Mrs. Gina Russell

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12Steven A. Olson, MDGlenn E. Oren, MDOrthoArizona, Phoenix, ArizonaDr. Robert F. and Mrs. Joan OstrumJames M. Pape, MDMichael J. Prayson, MDRobert A. Probe, MD J. Spence Reid, MDMark C. Reilly, MD Edward K. Rodriguez, MD Andrew M. Saterbak, MDAndrew H. Schmidt, MDJohn R. Schwappach, MDBrian R. Sears, MDMilan K. Sen, MDDaniel V. Sheerin, MDMichael S. Sirkin, MDJeffrey M. Smith, MDDavid C. Templeman, MDDr. Peter & Mrs. Frances TraftonUSCF/SFGH Orthopaedic Trauma InstituteJ. Tracy Watson, MDJohn C. Weinlein, MD David S. Weisman, MDSharese M. White, MDA. Paige Whittle, MDEdward C. Yang, MDJeffrey O. Anglen, MDPaul T. Appleton, MDAtlantic Provinces Orthopedic SocietyJames C. Binski, MDYelena Bogdan, MDChristopher T. Born, MDMichael J. Bosse, MDTimothy J. Bray, MDBruce R. Buhr, MDDr. and Mrs. Joseph CassMichael W. Chapman, MDCurt P. Comstock, MDWilliam R. Creevy, MDBrett D. Crist, MDGregory J. Della Rocca, MDKenneth A. Egol, MD Florida Orthopaedic Institute, Tampa, Florida Michael J. Gardner, MD Matthew R. Garner, MDJohn T. Gorczyca, MDJames A. Goulet, MDGerald Q. Greeneld, Jr. MD Ramon B. Gustilo, MDKevin P. Haddix, MDDavid J. Hak, MDDavid L. Helfet, MDM. Bradford Henley, MD and Ann Rutledge Daniel S. Horwitz, MDAlan L. Jones, MDClifford B. Jones, MDAlan T. Kawaguchi, MDJames F. Kellam, MDFred J. Kolb, MDStephen A. Kottmeier, MDKevin M. Kuhn, MDGerald J. Lang, MD Theodore Toan Le, MD Jason Lowe, MDThuan V. Ly, MDFrank W. Maletz, MDChristiaan N. Mamczak, DOMeir Marmor, MDJ. Lawrence Marsh, MDSimon C. Mears, MDTheodore Miclau, III, MDAnna N. Miller, MDSteven J. Morgan, MDSaam Morshed, MD Brian H. Mullis, MDJames V. Nepola, MDWilliam Obremskey, MDLegacy Society (lifetime giving of $10,000 - $24,999) Legacy SocietyDonors as of December 31, 2023

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13Michael T. Archdeacon, MD, and Lynne M. Archdeacon Dr. Kathy Cramer†Dr. Douglas W. Lundy Drs. Brendan and Elizabeth PattersonDr. David C. Teague and Dr. Helen Gaudin Dr. Bruce ZiranOTA Founders Circle The Orthopaedic Trauma Association (OTA) launched a new donor award designation in 2022 to honor planned giving pledges and gifts: Founders Circle. The award is named to commemorate the 41 Founding Members of the OTA in recognition of their leadership and many outstanding contributions to both the OTA and the eld of orthopaedic trauma.We are pleased to honor the following individuals who have made a planned giving commitment to OTA:OTAFoundersCircleDr. Stuart M. Gold Dr. Fred J. KolbDr. Roy Sanders Dr. Daniel SchlattererDonors as of December 31, 2023

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142023 Annual DonorsThe Orthopaedic Trauma Association gratefully acknowledges the following individuals for their generous nancial contributions received through OTA and through OREF to support OTA fundraising initiatives.We are pleased to honor the following individuals and organizations who have reached signicant lifetime giving level: (1) Donor with a lifetime giving of $100,000 +(2) Donors with a lifetime giving of $50,000 - $99,999(3) Donors with a lifetime giving of $25,000-$49,999(4) Donors with a lifetime giving of $10,000-$24,999$100,000+ Roy Sanders, MD (1)$5,000 – $25,000 James Anderson; Michael T. Archdeacon, MD (3); Colin V. Crickard, MD; Matthew R. Garner, MD (4); Kevin P. Haddix, MD (4); Jacqueline J. Krumrey, MD; Jason Lowe, MD (4); Brendan M. Patterson, MD (3);Robert A. Probe, MD (4); Anthony Rhorer, MD*; David M. Romano, MD $1,000 – $4,999 Nicholas Alfonso, MD*; Jeffrey O. Anglen, MD (4); Brigham Au, MD; G Howard Bathon II, MD; Mikhail Bekarev, MD; Emily Benson, MD; Jose A. Cobos, MD*; Cory A. Collinge, MD; Curt P. Comstock, MD (4); R. Richard Coughlin, MD; Christopher Doro, MD; Eric W. Fulkerson, MD; Michael J. Gardner, MD (4); Stuart M. Gold, MD (3); David C. Goodspeed, MD; Melissa A. Gorman, MD; Andrew W. Grose, MD; David J. Hak, MD (4); Ryan K. Harrison, MD; Thomas F. Higgins, MD; Daniel S. Horwitz, MD (4); Joseph R. Hsu, MD; Kyle J. Jeray, MD (3); Justin R. Kauk, MD; Jillian Kazley, MD*; Brian J. Kistler, MD; Stephen A. Kottmeier, MD (4); Kevin M. Kuhn, MD (4); Gerald J. Lang, MD (4); Ross K. Leighton, MD (3); Douglas W. Lundy, MD (4); Thuan V. Ly, MD (4); Christiaan N. Mamczak, DO (4); Meir Marmor, MD (4); James Mautner, MD; Matthew Ramesh Gopinath Menon, MD; Theodore Miclau III, MD (4); Hassan Riaz Mir, MD; Brian H. Mullis, MD (4); Mai Nguyen, MD*; William T. Obremskey, MD (4); Robert F. Ostrum, MD (4); Eric L. Pagenkopf, MD; George V. Russell, MD; William E. Ryan, Jr., MD; Drew T. Sanders, MD; Emil H. Schemitsch, MD; John R. Schwappach, MD (4); Milan K. Sen, MD; Daniel V. Sheerin, MD; Marty Simmons*; Gerard P. Slobogean, MD; Jeffrey M. Smith, MD (4); Marc F. Swiontkowski, MD (3); David C. Teague, MD (3); Paul Tornetta III, MD (2); John C. Weinlein, MD (4); Sharese M. White, MD (4); Paul S. Whiting, MD; A. Paige Whittle, MD (4); Zachary M. Working, MD; Richard S. Yoon, MD; Brandon Yuan, MD* $250 – $999 Alan M. Afsari, MD; A. Herbert Alexander, MD; Scott R. Bassuener, MD; Brent J. Bauer, MD; Benjamin J. Best, DO; James C. Black, MD; Marissa E. Bonyun, MD; Bruce R. Buhr, MD (4); Sean T. Burns, MD; Kathleen Caswell; Michael W. Chapman, MD (4); Peter A. Cole, MD (3); William R. Creevy, MD (4); Brett D. Crist, MD (4); Azad Dadgar-Dehkordi, DO; Walter A. Eglseder, MD; Brianna R. Fram, MD*; Darin Friess, MD; Harold M. Frisch, MD; Mark J. Gage, MD; Joshua L. Gary, MD; John T. Gorczyca, MD (4); Kevin D. Grant, MD; Justin Haller, MD*; Krystin Hidden, MD*; Joseph Hoegler, MD; Catherine A. Humphrey, MD; Todd D. Jaeblon, MD; Aaron J. Johnson, MD; Clifford B. Jones, MD (4); Noah M. Joseph, MD*; Utku Kandemir, MD; Matthew D. Karam, MD; John P. Ketz, MD; Theodore Toan Le, MD (4); Michael Linn, MD; Donors as of December 31, 2023* Denotes rst time donor

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15$250 – $999, continued Milton Thomas Michael Little, MD; Erik A. Lund, MD; Mark McAndrew, MD; R. Trigg McClellan, MD; Anna N. Miller, MD (4); Charles N. Moon, MD; Saam Morshed, MD (4); Jason W. Nascone, MD; Steve Olson, MD (4); Nathan Olszewski, MD*; Robert O'Toole, MD; James M. Pape, MD (4); Andrew N. Pollak, MD (3); William M. Ricci, MD (3); Howard Richter, MD; Bruce J. Sangeorzan, MD; Thomas M. Schaller, MD; Marcus F. Sciadini, MD; Gregory J. Schmeling, MD; Prism Schneider, MD; Jeff E. Schulman, MD; John A. Scolaro, MD; Sapan H. Shah, MD*; David Shearer, MD; Scott T. Smith, MD; Sandeep Soin, MD; James P. Stannard, MD; Jason W. Stoneback, MD; Eric Swart, MD; Lisa A. Taitsman, MD; Jennifer Tangtiphaiboontana, MD; Paul A. Toogood, MD; Laura L. Tosi, MD; Andrew Trenholm, MD; Arvind von Keudell, MD*; Adam Warren, MD; David S. Weisman, MD (4); David B. Weiss, MD; David S. Wellman, MD; Jason R. Wild, MD; Ryan E. Will, MD; Robert Wojahn, MD* Up to $249 Dino Aguilar, MD*; Tashfeen Ahmad, FCPS; Stuart A. Aitken, MD; Abrar Adil Ansari, DO; Merlin Omar Antunez Vasquez, MD; Elhadi Babikir, MBBS; Karl A. Bergmann, MD; James A. Blair, MD; Andrew R. Burgess, MD; Milind M. Chaudhary, MS; Brad J. Chauvin, MD; Alexander M. Crespo, MD; Ivan M. Dalitan, SpOT; Jana Davis, MD*; Stephen L. Davis, MD; Andrew D. Duckworth, FRCSEd; Richard E. Gellman, MD; Ariel Goldman, MD; Gerald Q. Greeneld, MD; Armodios Hatzidakis, MD; Michael S. Kain, MD; Michael Krosin, MD; Drew Krumm*; Anton M. Kurtz, MD; Adam K. Lee, MD; Ashley E. Levack, MD*; Luke A. Lopas, MD; Elizabeth J. Plummer; Benjamin K. Potter, MD*; Augustine M. Saiz, Jr., MD; Joseph P. Scheschuk, DO; Adam Shaner, MD; Derek S. Stenquist, MD*; Todd A. Swenning, MD; Sudeep Taksali, MD*; Max Talbot, MD; Emersom Nagib Sessin Tavares, MD; Thomas F. Varecka, MD; John C. Wheeler, MD Donors as of December 31, 2023* Denotes rst time donorWhere Do Our Dollars Go? ØResearch OTA Cumulative Grant Funding 1990 - 2023 • More than 485Research Grants awarded, totaling 14 million dollars • More than 817 Presentations • More than 354 Publications • More than 95.5 million dollars of additional grant awards to studies that began as OTA funded research studiesØGlobal Outreach Humanitarian Scholars, International EducationØOTA Initiatives e.g. Traveling Fellowship Program, Grant Writing Program, Resident Grants, Physician Wellness, Mentoring Programs

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16Acknowledgments2023 Corporate and Foundation DonorsThe Orthopaedic Trauma Association gratefully acknowledges 2023 Research and Education Donors. The continued success and increased impact of the Orthopaedic Trauma Association’s research and education effort is dependent upon foundation and industry support. The OTA expresses sincere appreciation to these contributors for their generous nancial support.Platinum Award ($150,000 – $249,999)Gold Award ($100,000 – $149,999) Silver Award ($75,000 – $99,999) Bronze Award ($50,000 – $74,999) Copper Award ($25,000 – $49,999) Titanium Award ($5,000 – $24,999) THANK YOU!

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172023 Awards2023 Award Papers The OTA is honored to congratulate the 2023 Bovill and Annual Meeting Award Recipients! These awards represent the highest ranked scientic podium presentations from the October 2023 Annual Meeting. 2023 Bovill Award(This award is presented annually to the author(s) of the most outstanding OTA Annual Meeting scientific podium presentation)Infrapatellar Versus Suprapatellar Intramedullary Nailing for Fractures of the Tibia (INSURT Study): A Multicenter Randomized Controlled TrialDavid Cinats, MD; Kelly L. Apostle, MD; Dory Boyer, MD; Alan Johnstone, MB, ChB; H. Michael Lemke, MD; Farhad Moola, MD; Bert Perey, MD; Trevor Stone, MD; Darius Viskontas, MD; Canadian Orthopaedic Trauma Society Group; INSURT Study Group 2023 Resident Podium Memorial Award (Awarded to the best resident led and presented scientic podium presentation)Tranexamic Acid Administered at Time of Hospital Admission Does Not Decrease Transfusion Rates or Blood Loss for Extracapsular Hip Fractures: A Double-Blinded Randomized Clinical TrialRachel Honig, MD; Brandon J. Yuan, MD; Aaron R. Owen, MD; Chelsea C. Boe, MD; Nicolas P. Kuttner, BS; Alexandra M. Cancio-Bello, BS; Kristina M. Colbenson, MD; Krystin A. Hidden, MD; Jonathan D. Barlow, MD; William W. Cross III, MD; Stephen A. Sems, MD 2023 Best International Podium Award Prospective External Validation of a Machine Learning Algorithm to Predict a Scaphoid Fracture Job N. Doornberg, MD, PhD; Anne Eva Bulstra, MD; Lauren Hendrickx, MD; Gino Kerkhoffs, MD, PhD; Miryam Obdeijn, MD, PhD; Job Doornberg, MD, PhD; Ruurd Jaarsma 2023 Best Basic Science Podium Award Treatment of Acute Fracture Related Infections Utilizing Bacteriophage TherapyKyle Schweser, MD; Chantelle Bozynski, DVM, MSc; Aaron Stoker, PhD; Tamara Gull, DVM, PhD; Dana Duren, PhD; James L. Cook, DVM, PhD

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182023 Annual Meeting Highlights Podium Awards An Early Coagulation Factor Dominant Hypercoagulability Is Followed by a Prolonged Platelet-Dominant Hypercoagulability in Patients Requiring Hip Fracture Surgery Prism Schneider, MD, PhD; Daniel You, MD, MSc; Andrew Dodd, MD; Paul James Duffy, MD; Ryan Martin, MD; Stephanie Yee, BSc; Jessica Duong, PhD; Casandra Tan, RN; Kim Rondeau, MSc; Robert Korley, MD Surgery with Locking Plate or Hemiarthroplasty Versus Nonoperative Treatment of 3- and 4-Part Proximal Humerus Fractures in Patients Aged 60 Years and Older: A Randomized Clinical Trial Antti P. Launonen, MD; Bakir O. Sumrein, MD; Aleksi Reito, MD; Ville M. Mattila, MD; Minna K. Laitinen, MD; NITEP GroupPREPARE-Closed: A Pragmatic Randomized Trial Evaluating Preoperative Alcohol Skin Solutions in Closed Fractured Extremities Sheila Sprague, PhD; PREP-IT InvestigatorsLiberal Transfusion Causes Higher Infection Rates with No Benet to Functional Outcomes, Orthopaedic Trauma, and Anemia: Conservative Versus Liberal Transfusion (ORACL): A Prospective Randomized Study Brian H. Mullis, MD, FIOTA; Leilani Mullis, MD; Laurence Kempton, MD; Walt W. Virkus, MD; James Slaven, MS; Jenny L. Bruggers, MDLow-Dose Short-Term Scheduled Ketorolac Reduces Opioid Use and Pain in Orthopaedic Polytrauma Patients: A Randomized Clinical Trial Arun Aneja, MD, PhD; Jeffrey A. Foster, MD; David C. Landy, MD, PhD; Daria L. Kinchelow, BA; Jarod T. Grifn, MD; Gregory S. Hawk, PhD; Eric S. Moghadamian, MD; Raymond D. Wright, MD; Paul E. Matuszewski, MD; David A. Zuelzer, MD; Daniel D. Primm, MDReamer-Irrigator-Aspirator (RIA) versus Autogenous Iliac Crest Bone Graft (AICBG) for the Treatment of Nonunions: A Multicenter Randomized TrialAaron Nauth, MD; Michael D. McKee, MD; Jeremy Hall, MD; Milena Vicente, RN, CCRP; Jennifer Hidy, BSC; Emil H. Schemitsch, MD, FIOTA; Canadian Orthopaedic Trauma Society (COTS)2023 Awards, cont’d

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192023 DEI and Health Disparities Research and Leadership Award Damayea Hargett, MDAwarded to an individual who has made substantial contributions to advancing diversity, equity, and inclusion (DEI) and addressing health disparities in the eld of orthopaedic trauma through participation and excellencein research and education, and outstanding leadership and mentorship.2023 Mentorship Award Yelena Bogdan, MDAwarded to an individual who has contributed to the clinical, academic and professional growth of OTA member(s) via mentorship.2023 Community Surgeon Award Rafael Neiman, MDAwarded to an individual who has demonstrated outstanding community orthopaedic contributions, dedicated his/her professional life to excellence in research and education at all community levels, and possess personal qualities of integrity, compassion and leadership in orthopaedic trauma.Additionally, Roy Sanders, MD, was acknowledged for his outstanding leadership as editor-in-chief of the Journal of Orthopaedic Trauma.Michael J. Bosse, MD, FIOTA Ellen J. MacKenzie, PhDOTA Lifetime Achievement Award The Lifetime Achievement Award honors an OTA memberwho has dedicated their career to orthopaedic trauma and whose overall contributions to the profession have made outstanding, long-lasting and impactful improvements to orthopaedictrauma education and research, and patient care.

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202023 Research Grant Recipients January 1, 2024 – Dec 31, 2025 Grant CycleOTA 2023 Member Full Award Grants:A Pilot Randomized Controlled Trial Comparing Arthroplasty versus Internal Fixation for Minimally Displaced Femoral Neck FracturesPI: Lily Mundy, MD Co-PI: Mark Gage, MDAwarded Funds: $79,999 Funded by: OTA/The AirCast FoundationGrant Type: Clinical Grant Number: 4040Does Nutrition Supplementation Improve Muscle Physiology in Older Adults with Hip Fracture?PI: Michael Willey Awarded Funds: $80,000 Funded by: OTAGrant Type: Clinical Grant Number: 4063IA Pilot Randomized Controlled Trial Comparing Internal Fixation versus Nonoperative Care of LC1 Pelvic Fragility Fractures Using Pelvic Binder Stress RadiographyPI: Joseph Patterson, MD Awarded Funds: $80,000 Funded by: OTA/SI-Bone IncGrant Type: Clinical Grant Number: 4042Human Endothelial Progenitor Cells for Bone HealingPI: Aaron Nauth, MD Co-PI: Emil Schemitsch, MD, FIOTAAwarded Funds: $49,994 Funded by: OTAGrant Type: Basic Grant Number: 4149 OTA 2023 International Grant:Use of Antibiotics-Cement Coated Plate In the Treatment of Gustilo-Anderson Type III Long Bone Fractures In Low- and Middle-Income Countries versus External Fixation: A Randomized Control TrialPI: Oluwasegun Aremu Co-PIs: Olugboyega Oyewole Olayinka Oyewole Adeleke IfesanyaAwarded Funds: $15,379 Funded by: OTACountry: Nigeria Grant Number: 4045 OTA 2023 Young Investigator Grant:Inammatory Effects of Polytrauma on MSC Fracture HealingPI: Augustine Mark Saiz, Jr., MD Awarded Funds: $26,942 Funded by: OTA Grant Number: 41222023 Awards, cont’d

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212023 Research Grant Recipients January 1, 2024 – Dec 31, 2024 Grant CycleOTA 2023 Resident Grants:A Novel Antibiotic to Reduce Fracture-Related Infection In a Murine ModelPI: Nicolas Tucker, MD Co-PI: Tu Cyril Mauffrey, MD, FACSAwarded Funds: $3,542 Funded by: OTA Grant Number: 4139Exploring the Impact of Preoperative Antibiotic Administration on Infection Control and Culture Positivity in Musculoskeletal Infections: A Preclinical InvestigationPI: Lauren Luther, MD Co-PI: William Obremskey, MD, MPH, FIOTAAwarded Funds: $19,685 Funded by: OTA Grant Number: 4119Prospective Evaluation of the Effects of Traumatic Brain Injury on Long Bone Fracture HealingPI: Gareth Ryan, MD Co-PI: Prism Schneider, MD, PhD, FRCSCAwarded Funds: $20,000 Funded by: OTA Grant Number: 4138Does Anemia Impact Endochondral Ossication During Clinical Fracture Healing and Can IronTherapy Provide Rescue? Blending of a Novel Serum Fracture Biomarker in Conjunction with an Established Randomized Controlled TrialPI: Catherine Hutchison, MD Co-PI: Zachary Working, MDAwarded Funds: $20,000 Funded by: OTA Grant Number: 41062023 Research Grant Recipients June 1, 2023 – May 1, 2024 Grant CycleOTA 2023 Resident Grants:The Role of Fracture Hematoma and Soft Callus in Bone HealingPI: Gregory Vincent Schimizzi, MD, PhD Co-PIs: Baohong Zhao, MD William Ricci, MDAwarded Funds: $19,994 Funded by: OTAGrant Type: Basic Grant Number: 8393The Effect of Proximal Humerus Malunion on Glenohumeral KinematicsPI: Stephen Ryan Chen, MD Co-PIs: Gele Moloney, MD William Anderst, MDAwarded Funds: $20,000 Funded by: OTAGrant Type: Clinical Grant Number: 8458A Cadaveric Study: Does Ankle Positioning Impact the Quality of Anatomic Syndesmosis ReductionPI: Mark R. Nazal, MD Co-PI: Arun Aneja, MDAwarded Funds: $19,997 Funded by: OTAGrant Type: Clinical Grant Number: 8490

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222023 Awards, cont’dJournal Funding AwardManagement of Fractures of the Chest WallPeter A. Cole, MDOTA offers funding for one supplementary issue of the Journal of Orthopaedic Trauma each year. The objective is to support JOT as the ofcial print journal of the OTA and to provide OTA membership with an additional opportunity to publish information with signicant impact for the orthopaedic community.Humanitarian Award WinnersCongratulations to the 2023 Humanitarian Award winners:Loïc FonkoueHumanitarian Scholar – Cameroon Abstract: Comparative Analysis of Three Distal Locking Techniques for Intramedullary Femoral Nailing Without Fluoroscopy or Traction Table in a Low-Resource SettingObservership: HarborviewJames KariukiHumanitarian Scholar – Kenya Abstract: Cost-Minimization Analysis of Wide-Awake Local Anesthesia No Tourniquet (WALANT) in KenyaObservership: Hopes to travel in 2024Marie Grace KansayisaHumanitarian Scholar – Rwanda Abstract: Safety and Efciency of Tranexamic Acid on Bleeding in Neck of Femur Fractures: A Double Blind Randomized Controlled StudyObservership: Harborview

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23Impactful Accomplishments of 2023Education• The 2023 OTA Annual Meeting included 74 podium presentations, 20 breakouts, and 12 pre-meeting courses taught by presenters from North America and around the world. In addition to cutting-edge science, the program incorporated topics such as articial intelligence, surgeon well-being, and patient mental health. Networking and engagement opportunities increased, with eight networking receptions and three member resides, plus industry sessions and mobile labs. In case you missed it, the 2023 Annual Meeting is still available on-demand; be sure to check out the Bovill award talk, the Border Lecture, and Presidential Address.• OTA offered a total of 34 CME activities in 2023, providing over 200 hours of CME, taught by OTA members and offering some of the highest level expertise in orthopaedic trauma.• Continued enhancement of OTA Online, with comprehensive inclusion of OTA educational content, development of new content, refreshed search features, and the addition of journal and video CME.• The OTA’s upcoming online textbook, “OTA FractureBook: Current Practice of Trauma and Fracture Management,” made great strides towards a 2024 launch.Seattle, WAOCTOBER18-21MEETING2023ANNUAL#OTA.ORG/| #OTA20232023 ANNUAL MEETING STATS ♦ 1,924 attendees♦ 400+ presenters♦ 74 scientic abstract podium presenters♦ 20 breakouts♦ 12 pre-meeting courses

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24Impactful Accomplishments of 2023, cont’dResearch• Awarded $455,000 in research grants.• Articles published: JOT – 230 articles OTAI – 69 articles • Funded two JOT Supplements and four OTAI supplements JOT Supplements – OTA 8th annual OTA Video Supplement This supplement provides 6 high-quality, peer-reviewed videos that demonstrate state-of-the-art techniques for managing various orthopaedic trauma conditions. – OTA Funded JOT Supplement Award “Use of 3D Fluoroscopy to Assist in the Reduction and Fixation of Pelvic and Acetabular Fractures: A Safety and Quality Case Series” Warner, Stephen J. MD, PhD; Haase, Douglas R. MD; Chip Routt, Milton L. MD; Eastman, Jonathan G. MD; Achor, Timothy S. MD OTAI Supplements – IOTA Supplement: Managing Periprosthetic Fractures: International Perspectives – OTA Basic Science Focus Forum – OTA International Trauma Care Forum – OTA Soft Tissue Coverage: Techniques for the Orthopaedic Trauma Surgeon

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OTA OnlineOTA’s premiere resource for online orthopaedic trauma education.otaonline.org25Advocacy• Signicantly increased participation in OTA Early Career Development and Research Mentorship Programs, with more than 60 mentor/mentee paired participants.• Offered extended sessions at the Annual Meeting covering physician wellness and moral injury.• The Diversity Committee offered and expanded the High School Scholars Course introducing the eld of orthopaedic trauma and related career opportunities to diversely populated local high schools.

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26Impactful Accomplishments of 2023, cont’dGlobal Relations• International OTA (IOTA) IOTA is an international association of orthopaedic organizations dedicated to the promotion of musculoskeletal trauma care through advancements in patient care, research, and education. 2023 Accomplishments included the following: – Publication of an OTAI supplement titled: Periprosthetic Fracture Management: Global Approaches This work represents a collaborative effort of the member societies of the International Orthopaedic Trauma Association. – Presented 2 symposia at the OTA 2023 Annual Meeting (including an IOTA International Trauma Care Forum symposium on Global Trauma Systems Comparison, and a second IOTA symposium presented in the main meeting room in collaboration with Basic Science on the topic of Articial Intelligence). – Conrmed dates and locations for the following future Triennial Meetings: 2025 Triennial Meeting: Guadalajara, Mexico Host: FEMECOT October 21-25, 2025 2028 Triennial Meeting: Kyoto, Japan 2031 Triennial Meeting: Milan, Italy – Increased total IOTA member countries to 25

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International OTA (IOTA) IOTA SocietiesAsociación Argentina del Trauma Ortopédico (AATO) Australian Orthopaedic Association (AOA)Brazilian Society of Orthopedic Trauma(BOTA)Belgian Orthopaedic Trauma Association (BOTA)Colombian Society of Orthopaedic Surgery and Traumatology (SCCOT)Cuban Society of Orthopedics and TraumatologyEcuadorian Society for Orthopaedics and Traumatology (SEOT)The German Society for Orthopaedics & Trauma (DGOU)Hellenic Association of Orthopaedic Surgery and Traumatology (HAOST)Trauma Society of IndiaIndonesian Orthopaedic Association (IOA)Israeli Orthopaedic Trauma Society (IOA)Orthopedic Traumatology Hospitals of Italy (OTODI) Japanese Society for Fracture Repair (JSFR)Federación Mexicana de Colegios de Ortopedia y Traumatología (FEMECOT)Dutch Association for Trauma Surgery (NVT)Pakistan Orthopaedic Association (POA)South African Orthopaedic Trauma Society (SAOTS)Korean Fracture Society (KOFS)Spanish Society of Orthopedic Surgery and Traumatology (SECOT)South Sudan Orthopedics and Trauma Society (SOTS)Switzerland (SGC/SSC) Orthopaedic Trauma Society (OTS) – United KingdomOrthopaedic Trauma Association(OTA) – United States and Canada27

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28The Center for Orthopaedic Trauma Advancement (COTA) Board of Directors acknowledges the following companies for their generous contributions to orthopaedic trauma fellowship education for the 2023/2024 fellowship year. The Bylaws and Conict of Interest Policy require that contributors will not inuence the decisions regarding granting of funds to specic programs or program directors.COTA AcknowledgmentsThe Center Orthopaedic Trauma Advancement (COTA) was chartered in 2009 to serve as a non-conicted intermediary to distribute support for fellowships and postgraduate education from unrestricted grants donated by industry. COTA has secured funding to provide support for orthopaedic trauma fellowships in the United States. 2023 COTA Board of DirectorsAlan L. Jones, MDCOTA President Mark W. Richardson, MDBoard Chair Gerald J. Lang, MDVice Chair Yelena Bogdan, MDTreasurer / Secretary Andrew R. Evans, MDMember at Large William Hakeos, MDMember at LargeWill Lack, MDMember at Large Mai Nguyen, MDMember at Large The COTA board has established a committee to review applications and distribute grants. Grants range between $2,000 and $75,000 and are awarded annually.Since its inception in 2009, COTA has awarded more than $12,000,000 in fellowship funding to trauma fellowship programs, those being both full and partially funded programs. COTA decisions regarding the number of ortho-paedic trauma fellowship grants are determined by commitments received from industry each year.James Kesl, DOMember at Large Gary Benedetti, MDMember at Large– Total funds awarded to fellowship programs in 2023: $713K – Total number of programs who received funding: 37 programs

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Orthopaedic Trauma Association9400 W. Higgins Road, Suite 305Rosemont, IL 60018-4975www.ota.orgOrthopaedic Trauma Association9400 W. Higgins Road, Suite 305Rosemont, IL 60018-4975Phone: (847) 698-1631E-mail: ota@ota.orgFollow OTA on