---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-25-001946"
form_type: "8-K"
ticker: "CBZ"
cik: "0000944148"
company_name: "CBIZ, Inc."
filed_at: "2025-01-21T23:59:59+00:00"
generated_at: "2026-05-27T22:51:53.492299+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.3
calibrated_materiality_score: 0.3
confidence: "high"
source: SEC EDGAR
---

# CBIZ appoints Kathy Raffa as independent director; former Marcum D.C. managing partner

## Summary
- Appointment effective Jan. 15, 2025; board expands to ten directors.
- Raffa served as Marcum's D.C. Office Managing Partner until Oct. 2023; 40+ years experience.
- Nominated per Marcum acquisition merger agreement; will stand for election at 2027 Annual Meeting.
- She will receive standard non-employee director compensation as outlined in proxy statements.
- Raffa served as President of Raffa, PC prior to its merger with Marcum in 2018; focused on nonprofit audit.

## SEC filing metadata
- accession: 0001628280-25-001946
- form_type: 8-K
- ticker: CBZ
- cik: 0000944148
- company_name: CBIZ, Inc.
- filed_at: 2025-01-21T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.3
- calibrated_materiality_score: 0.3
- confidence: high
- sec_items: 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/944148/000162828025001946/0001628280-25-001946-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/944148/000162828025001946/cbz-20250115.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-25-001946
- JSON: https://secwatch.observer/filing/0001628280-25-001946.json
- Plain text: https://secwatch.observer/filing/0001628280-25-001946.txt

## Key facts
- Executive change
  Kathy A. Raffa was appointed as independent director at CBIZ, Inc..
  - Action: appointed
  - Role: independent director
  source text: On January 15, 2025, the Board of Directors (the "Board") of CBIZ, Inc. (the "Company") expanded the number of its directors to ten and appointed Ms. Kathy A. Raffa to serve as an independent director.
  evidence_url: https://www.sec.gov/Archives/edgar/data/944148/000162828025001946/0001628280-25-001946-index.htm

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