---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-22-008995"
form_type: "8-K"
ticker: "CBZ"
cik: "0000944148"
company_name: "CBIZ, Inc."
filed_at: "2022-04-12T23:59:59+00:00"
generated_at: "2026-06-26T08:07:24.275607+00:00"
event_type: "leadership"
sentiment: "negative"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# CBIZ non-executive Chairman Steven L. Gerard dies unexpectedly; Board appoints interim lead

## Summary
- Steven L. Gerard, non-executive Chairman and board member since 2002, passed away on April 12, 2022.
- Vice Chairman and Lead Director Rick L. Burdick will lead the Board on an interim non-executive basis.
- Board reduced size from 11 to 10; class of four directors up for election reduced to three.
- Remaining nominees from March 28 proxy will stand; proxy cards valid but votes for 'all nominees' go to remaining three.

## SEC filing metadata
- accession: 0001628280-22-008995
- form_type: 8-K
- ticker: CBZ
- cik: 0000944148
- company_name: CBIZ, Inc.
- filed_at: 2022-04-12T23:59:59+00:00
- event_type: leadership
- sentiment: negative
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 5.02
- EDGAR index: https://www.sec.gov/Archives/edgar/data/944148/000162828022008995/0001628280-22-008995-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/944148/000162828022008995/cbz-20220412.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-22-008995
- JSON: https://secwatch.observer/filing/0001628280-22-008995.json
- Plain text: https://secwatch.observer/filing/0001628280-22-008995.txt

## Key facts
- Executive change
  Steven L. Gerard departed as non-executive Chairman of the Board at CBIZ, Inc..
  - Action: passed away
  - Role: non-executive Chairman of the Board
  source text: It is with great sadness and regret that CBIZ, Inc. announces that Steven L. Gerard, its non-executive Chairman of the Board and a board member since October of 2002, passed away unexpectedly on April 12, 2022
  evidence_url: https://www.sec.gov/Archives/edgar/data/944148/000162828022008995/0001628280-22-008995-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.