Our Speakers

Provide Continuing Education For Tax Professionals

Jon Miller, CPA

Graduated with a Masters Degree in Accounting from one of the top 3 Accounting schools in the nation.

Jon started a small company to fund his college education. He balanced managing a business and academics with great success. Initially, he was interested in entrepreneurship and was taking classes in business, human resource management and organizational behavior when an accounting class he took changed the course of his life. 

Jon loves where he lives and what he does. As an Air Force kid, Jon spent his days watching the best pilots in the world fly top-secret planes. He looked up at the sky and to the people who flew the planes. He planned to be a test pilot but decided that no matter what he did, he wanted to be the best in the field he went into.

Our Speakers

The best in their industry and class. Our speakers know their material, answer your questions and provide you with continuing education focused on taxes

Mark J. Kohler

M.Pr.A.  C.P.A.  J.D.  Best-Selling Author, National Speaker, Radio Show Host

Mark J. Kohler, M.Pr.A.  CPA, J.D.  is a best-selling author; national speaker; radio show host; writer and video personality for Entrepreneur.com; real estate investor; senior partner in the law firm, Kyler, Kohler, Ostermiller & Sorensen, and the accounting firm of Kohler & Eyre, CPAs. Mark is a personal and small business tax and legal expert, who helps clients build and protect wealth through wealth management strategies, and business and tax remedies often overlooked in this challenging, ever-changing economic climate. His seminars have helped tens of thousands of individuals and small business owners navigate the maze of legal, regulatory and financial laws to greater success and wealth.

Bill Banta

Senior Coach/Training Coordinator at Proctor Gallagher                                   

Bill Banta is a Husband of 30 yrs with 4 amazing children. a son and daughter in-law 1.5 grandchildren and a cool boxer dog Rocky, I am a huge fan of family play time, off-road and fast vehicles, travel and being with my wife. As a Senior Coach with Bob Proctor organization (Proctor Gallagher Inst.) and have had a personal friendship, relationship and mentored by Bob since 1993 I have a passion for human development and performance, the study of mindset and seeing the individual and the professional grow and maximize his or her success in all areas of life.

Shelly Yorgesen

International Speaker, Author and Power-Connector                                 

Shelly Yorgesen is an international speaker, author & power-connector, and believes your future success is probably hiding in the next person you meet. Her first business was actually selling dirty Idaho potatoes out of the back of her minivan, on the streets of Idaho USA! Yes! Selling ice to Eskimos!…and now 10 years later, after finding her real super-power in helping high-level leaders connect, she actually rented a Castle in Northern Ireland and filled it with business owners & executives from 8 countries for an International Executive Networking Symposium.

Having led high-end executive networking events for nearly a decade, she took her expertise of connecting high-level executives & business owners into the online space. She has created a global executive networking membership for executives & business owners called The Executive Networking Events Inner Circle.

The Inner Circle meets monthly online & grants you access to diverse perspectives from a wide range of industry leaders from many countries across the globe. The mission of the ENE Inner Circle is to help business owners in 3 areas: Grow global connections, learn how to navigate the online space & give high-level growth strategies to scale business.

Shelly is also the President of Operation Christmas Magic, her non-profit that makes Christmas Miracles happen from Africa to Idaho. She says she’s just a “Grandma from Idaho”…that is her favorite title next to being a Mom of 5, and the wife of her high school sweetheart of now 30 years….and being Mrs. Claus of course 🙂

Dave Bagley

LL.M., Tax Attorney at Racine Olson                    

Dave’s practice focuses on estate planning, probate and trust administration, tax matters, and business formation and transactions. He has a Masters degree in tax law from the University of Florida—recognized nationally as one of the top five tax programs in the country—has made numerous presentations related to estate planning and probate issues, and teaches in the accounting department at Idaho State University.

Dave is a leading member of the Racine Olson estate planning team. He understands the various dynamics that must be considered when crafting estate plans and has the experience to design estate plans that meet each client’s unique needs, from simple wills to complex trusts.

In addition to estate planning, Dave advises clients on business formation and transactions of all types, including the purchase and sale of businesses. He has helped individuals and businesses resolve tax disputes with the IRS involving millions of dollars in tax liability and has also represented clients before the Idaho State Tax Commission.

Deven L Munns

Tax Attorney at KKOS Lawyers, LLP                                                     

Deven is an attorney in the Rexburg, Idaho office of Kyler, Kohler, Ostermiller & Sorensen. He provides tax and legal services for clients across the country with an emphasis on business development, tax strategies, real estate, asset protection, and estate planning. An entrepreneur at heart, Deven has over a decade of experience in real estate, finance, and accounting and has worked for corporations as large as Goldman Sachs and CBRE, and owned and/or managed several small businesses. Deven is an expert on Asset Protection, Self-Directed Retirement Planning, Opportunity Zones, Estate Planning, and overall Tax Strategy.

Deven is passionate about the welfare of our youth and the men and women who serve or have served in our military. He volunteers his time with youth sports, his children’s school, and various veterans associations. Additionally, for over ten years, Deven has volunteered with Rexburg’s own Special Olympics team, the Upper Valley Bobcats, both as a coach and as the team’s financial coordinator.

Deven is a native of Eastern Idaho and is proud to have grown up on a farm. He is an avid outdoorsman and spends as much time as he can snowboarding, hiking, and fishing with his wife and four children.