About the Association

Advisory Committees

Application for Interdisciplinary Advisory Committee

The ESOP Association has a special class of committees known as “Advisory Committees.” These committees are comprised primarily of members of the Association who work in the area of their Committee’s jurisdiction. The Advisory Committees play important roles in developing services for members of the Association. If you are interested in serving on a Committee, please contact the Chair of the Committee. 

Guidelines for The ESOP Association Advisory Committees


Application for Advisory Committee Membership (digital.pdf)  Deadline March 15, 2018
(Please open
Application.  Download it to your computer.  Complete it.  Save it to your computer.  Email the application file to the Chair of the Advisory Committee listed below.  Thank you.)  

Application for the Interdisciplinary Advisory Committee (digital.pdf)  Deadline March 15, 2018
(Please open Application.  Download it to your computer.  Complete it.  Save it to your computer.  Email the completed application file to the Chair of the Interdisciplinary Advisory Committee Roseline Bougher rbougher@admarble.com )

Chair of the Advisory Committee's Chairs Council:

Chair, Jeffrey S. Tarbell, ASA, CFA, Houlihan Lokey


The Association has six Advisory Committees:

Administration (Chair, Lynn H. DuBois, ESOP Law Group, LLP)

Interdisciplinary Advisory Committee on Fiduciary Issues 
(Chair, Roseline H. Bougher, A.D. Marble & Co., Inc.)

Finance (Chair, Marcus R. Piquet, AmbroseAdvisors)

Legislative & Regulatory   (Chair, Danielle Montesano, First Bankers Trust Services, Inc.)

Ownership Culture (Chair, Debra Williams, GreatBanc Trust Company)

Valuation (Chair, Andrew S. Ward, Stout Risius Ross, Inc.)