Steven L. Gerard Legacy Award logo

About Steven L. Gerard

Steven L. Gerard joined CBIZ in 2000 as Chief Executive Officer and was appointed Chairman of the Board in 2002. He arrived at a time of rapid growth through acquisition and architected a vision and path to secure the company’s future and increase shareholder value. Under Steve’s leadership, CBIZ grew revenue by 37 percent and the value of CBIZ stock increased nearly tenfold and significantly outperformed major indices during his tenure.

Additionally, he was deeply passionate about building a culture based on shared core values. He was a champion for the professional growth of our team members and established numerous innovative development programs and initiatives, such as the CBIZ Women’s Alliance program. As a result of Steve’s passion, CBIZ leadership remains committed to recognizing the importance of living our core values each day.

After retiring as CEO in 2016, Steve continued to serve CBIZ as Chairman of the Board. His legacy lives on through the Steven L. Gerard Legacy Awards presented annually to the team members who most embody our core values. CBIZ will remain forever grateful for his leadership and impact.

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At CBIZ, our core values are more than words - they are the foundation of our culture and the driving force behind everything we do. We expect to win by empowering our people, delivering exceptional outcomes for our clients, and working together as OneCBIZ. Guided by integrity and a commitment to doing the right thing, we create meaningful impact for our clients, our team members, and the communities we serve.
These values define what excellence looks like at CBIZ and represent the standard of leadership, collaboration, and character reflected in those nominated for the prestigious Steven L. Gerard Legacy Awards 2025.

Our strength comes from our people. When we support, respect, and invest in one another, we create a culture where everyone can thrive and do their best work.

Our clients’ success is our purpose. We build lasting partnerships, anticipate their needs, and go above and beyond to help them navigate challenges and seize opportunities. When our clients succeed, we succeed.

We believe in our ability to succeed. With confidence, resilience, and a drive for excellence, we pursue ambitious goals and celebrate the victories we earn together.

Integrity guides us. We hold ourselves to the highest ethical standards and make decisions we can be proud of - building trust through every action we take.

Together, we are stronger. By collaborating, sharing knowledge, and supporting one another, we create impact far greater than any one individual or team could achieve alone.

The Steven L. Gerard Legacy Award recognizes outstanding individuals who embody leadership, integrity, and a lasting commitment to excellence within the organization.

Each year, this award honors professionals whose contributions have made a meaningful impact on their teams, clients, and communities. Below is a list of the distinguished recipients who have been recognized with the Steven L. Gerard Legacy Award over the years.

  • 2016: Brian Dean – Executive Vice President, Retirement Plan Services
  • 2017: Robin Widdis – National Client Services Director, Employee Benefits
  • 2018: Catherine Latham – National Director of Training, FS Support
  • 2019: Deepa Menon – Senior Managing Director, FS Valuation
  • 2020: James Harmon – Business Unit President, Employee Benefits
  • 2021: Dan Seff – Central Region Lead, FS Tax
  • 2022: Alexis Hankerson-Tolbert – Community Association Division Team Leader, Property and Casualty
  • 2023: Erika Sullivan – Campus Recruiting Senior Leader, Corporate Human Resources
  • 2024: Marie Ebersbacher – Senior Managing Director, FS Forensic

Key Dates

Nominations Open:
June 1st, 2026
Nominations Close:
June 12th, 2026

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CBIZ Inc.
5959 Rockside Woods Blvd N Suite 600
Cleveland OH 44131
Email:   engagement@SLG-award.cbiz.com
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