CBIZ, Inc. — DEFA14A Filing
🧾 What This Document Is
This is a DEFA14A, also known as "Definitive Additional Materials." Think of it as a formal "heads-up" or invitation sent to shareholders. It’s not the full proxy statement itself, but a legally required notice that tells you the main proxy materials are available online and summarizes the key details for the upcoming annual meeting. Its sole purpose is to inform you, the owner, about the meeting and how to access the full voting documents.
🏢 What The Company Does
👉 In simple terms, CBIZ, Inc. provides professional services and financial advisory to businesses, kind of like an outsourced "business support department." They offer accounting, tax, insurance, and consulting services. This filing is a standard governance document, so it doesn't discuss business operations, but understanding the company helps frame why shareholders are voting.
📅 The Shareholder Meeting
The annual meeting is scheduled for Thursday, May 14, 2026, at 8:00 a.m. Eastern Time. It will be held in person at their headquarters: 5959 Rockside Woods Blvd. N., Suite 600, Independence, Ohio 44131.
👉 Why it matters: This is your chance as a shareholder to have a voice. You can attend to ask questions or, more commonly, vote your shares beforehand on the matters listed below.
🗳️ What You're Voting On
The board recommends voting FOR all items. There are three main proposals:
- Elect Directors: Vote to elect Richard T. Marabito and Rodney A. Young to the board.
- Ratify the Accountants: Vote to approve KPMG LLP as the company's independent auditing firm for the year. This is a routine but important check on the company's financial reporting.
- Approve Executive Pay: Vote, on an advisory (non-binding) basis, to approve the compensation of the company's top executives. This is commonly known as a "Say-on-Pay" vote.
💻 How to Access Materials & Vote
You cannot vote by returning this notice. You must take one of these actions:
- Go Online: Visit www.envisionreports.com/CBIZ to view the full proxy statement, annual report, and 10-K, and to cast your vote. Votes must be submitted online by 4:00 a.m. ET on May 14, 2026.
- Request Paper Copies: If you want physical materials mailed to you, you must request them. Use the website above, call 1-866-641-4276, or email [email protected] (with "Proxy Materials CBIZ, Inc." in the subject line). All requests for paper copies must be received by May 1, 2026, to ensure timely delivery.
⚖️ Big Picture
This filing is all about corporate governance and shareholder democracy.
- 👍 Strength: The process is transparent and follows SEC rules, ensuring shareholders are informed and have a mechanism to participate.
- ⚠️ Risk: The risk here isn't operational; it's the risk of not participating. If shareholders don't vote, they forfeit their influence on director elections, auditor oversight, and executive pay.
🧠 The Analogy
This notice is like receiving the agenda and RSVP instructions for a company's important annual board meeting. You don't get the full report packet with this note, but it tells you exactly where to find it, what decisions need to be made, and how to submit your vote if you can't attend in person.
📇 Key Contacts & People
- Investor Relations Contact: For questions or directions, write to: Investor Relations, 5959 Rockside Woods Blvd. N., Suite 600, Independence, OH 44131.
- Proxy Material Requests:
- Phone: 1-866-641-4276 (toll-free)
- Email: [email protected]
- Website for Voting & Materials: www.envisionreports.com/CBIZ
🧩 Final Takeaway
This is a procedural filing alerting CBIZ shareholders that the annual meeting is on May 14, 2026, and the full voting materials are online. The key actions are to access those materials and vote on director elections, auditor ratification, and executive compensation before the deadline.