Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2025-04-03 | Kathy Raffa has served as a Director of CBIZ since February 2025, when she was appointed as an independent director. As previously disclosed, in connection with the Company’s recent acquisition, Marcum LLP (“Marcum”) had the right to nominate a director to be appointed to the Board, subject to compliance with certain requirements and the recommendation of the Company’s Nominating and Governance Committee and approval by the Board. Ms. Raffa was nominated pursuant to this right. Ms. Raffa was the President of Raffa, PC, a top 100 accounting firm based in Washington, D.C., until its merger in 2018 with Marcum. She then served as the Office Managing Partner for Marcum’s D.C. region offices until her retirement in October 2023. Ms. Raffa spent the first 10 years of her career at Coopers & Lybrand (now PricewaterhouseCoopers) where she was a nonprofit and higher education specialist in their audit practice. Ms. Raffa currently serves on the Board of Directors of Eagle Bancorp, Inc. (Nasdaq: EGBN) (retiring in 2025) and EagleBank (where she also serves as chair of the Audit Committee), and previously served on a number of nonprofit boards including Trinity Washington University, where she was the chair of the Finance Committee and Audit Committee. She is a Certified Public Accountant licensed in the District of Columbia and in Maryland. Ms. Raffa’s considerable expertise in management, founding and operating small businesses, her public company board service and her audit, accounting and consulting experience qualify her to serve on our Board of Directors. |
| Filing Date | Source Excerpt |
|---|---|
| 2018-04-03 | Ms. Raffa, 59, is the President of Raffa, PC, based in Washington, DC. ... Ms. Raffa has served as a director of the Company since February 2018 and of the Bank since 2015. ... Director Compensation ... Kathy A. Raffa Compensation reported reflects fees for service on the Bank Board only; appointment to the Company Board occurred in 2018. ... Kathy A. Raffa $42,000 Fees Earned or Paid in Cash $53,295 Stock Awards $-- Option Awards $-- All Other Compensation $95,295 Total |
| 2019-04-05 | Ms. Raffa, 60, is the Chair of the Audit Committee of the Company. ... Ms. Raffa has served as a director of the Company since February 2018 and of the Bank since 2015. ... The following table sets forth the membership of these committees at December 31, 2018 ... Kathy A. Raffa C Audit Committee X Compensation Committee X ... The following table sets forth the actual amounts of compensation paid to each non-employee director for service as a member of the Board of Directors of the Company in 2018. Kathy A. Raffa $74,000 Fees Earned or Paid in Cash, $238,173 Stock Awards, $3,103 All Other Compensation, Total $315,276. |
| 2020-04-06 | Kathy A. Raffa 61 2018 Yes Office Managing Partner – Marcum, LLP Audit (Chair) Governance & Nominating ... The following table sets forth the actual amounts of compensation paid to each non-employee director for service as a member of the Board of Directors of the Company in 2019. Kathy A. Raffa $112,000 $299,989 $-- $3,103 $415,092 |
| 2021-04-06 | Kathy A. Raffa - OFFICE MANAGING PARTNER OF MARCUM, LLP'S WASHINGTON, D.C., REGION ... Ms. Raffa obtained a Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania. ... The following table sets forth the actual amounts of compensation paid to each non-employee director for service as a member of the Board of Directors of the Company in 2020 other than Mr. Pozez ... Kathy A. Raffa $142,000 Fees Earned or Paid in Cash, $299,980 Stock Awards, $3,103 All Other Compensation, Total $445,083. |
| 2022-04-06 | Kathy Raffa was the President of Raffa, PC, a top 100 accounting firm based in Washington, D.C., until its merger in 2018 with Marcum, LLP, one of the largest independent public accounting and advisory services firms in the nation. She currently serves as the Office Managing Partner for Marcum’s Washington, D.C. region offices. She is also an audit partner and oversees a wide range of services for nonprofit clients. Prior to Raffa, PC, she spent the first 10 years of her career at Coopers & Lybrand (now PricewaterhouseCoopers). She has a CPA certificate from the District of Columbia and Maryland and is a member of the Board of Trustees of Trinity Washington University. Ms. Raffa obtained a Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania. She is 63 years old and serves as Director of Company and Bank, Office Managing Partner of Marcum, LLP, Audit Committee Chair, and Governance & Nominating Committee member. She received $126,500 in fees and $299,976 in stock awards in 2021. |
| 2023-04-05 | Kathy A. Raffa - Age 64, Director since 2018, Office Managing Partner of Marcum, LLP. Committees: Audit (Chair) and Governance & Nominating. 2022 compensation: $417,560. |
| 2024-04-03 | Kathy A. Raffa - (Retired) OFFICE MANAGING PARTNER OF MARCUM, LLP'S WASHINGTON, D.C., REGION Kathy Raffa was the former Office Managing Partner for Marcum LLP’s Washington, D.C. region, one of the largest independent public accounting and advisory services firms in the nation, prior to her retirement in October 2023. Previously Ms. Raffa was the President of Raffa, PC, a top 100 accounting firm based in Washington, D.C., until its merger in 2018 with Marcum, LLP. She was an Audit Partner for thirty years and oversaw a wide range of services for nonprofit clients. Prior to Raffa, PC, she spent the first 10 years of her career at Coopers & Lybrand (now PwC). She has CPA certificates from the District of Columbia and Maryland and is a recent former member of the Board of Trustees of Trinity Washington University. Ms. Raffa obtained a Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania. Director Compensation Kathy A. Raffa Fees Earned or Paid in Cash: $117,500 Stock Awards: $299,993 Option Awards: $0 All Other Compensation: $3,103 Total: $420,596 Board Committees Audit (Chair) and Governance & Nominating Gender: female (Ms. Raffa) |
Source material: SEC submissions metadata and DEF 14A proxy filings from EDGAR. Last updated: 2026-03-22