To JHI Member Firms:
As part of our continuing effort to bring value for our JHI firm membership we have partnered with Becker
CPA Exam Review to offer three flexible learning formats for exam candidates.
Becker’s live, online and self-study DVD formats will work with any schedule and are offered at attractive
rates for the staff of JHI member firms. Any of these formats offer the candidate the same thorough and
comprehensive coverage instruction with the same integrated materials.
JHI member firms can take advantage of the relationship with Becker CPA Exam Review in one of two ways:
1) Direct Bill
2) Preferred Provider
OPTION 1 – DIRECT BILL: Becker will offer a $700 discount for each staff member’s 4-part enrollment. The
standard 4-part tuition is currently $2890 but subject to increase each July 1st.
Firms who choose to participate in the Direct-Bill arrangement with Becker CPA review will receive an invoice for
their staff that enrolled each month. Even though the payment will be made by you, it is up to each firm to decide
the level of financial support they want to give their employees. Therefore, you can charge-back all (or part of)
the CPA review expenses to your employees. This discount is attractive for both the candidate, if he or she is
responsible for the program; and for the firm, if it offers this program as a benefit to its new hires or staff.
•
JHI Firms with an existing Preferred–Provider (PP) relationship with Becker: You will have the
option to switch to a Direct-Bill relationship. The PP discount, currently $350, will be reduced to $300 as
of the commencement of our new agreement starting 7/1/10. If you switch to direct-bill, you will be saving
an additional $400 for your employees. As noted above, you can charge-back all (or part of) the directbill CPA review expenses to your employees.
Optional Add-On Direct Bill Products:
JHI member firm may also elect to include Flashcards and/or Final Review as part of this direct-bill arrangement.
The following discounts will be offered if either of these products is chosen as an add-on:
(1) Flashcards Direct-Bill – Becker will offer a $50 discount off of the standard price, which is currently $195,
but subject to increase every July 1st. By choosing this direct-bill option, all enrollees from JHI member
firm will receive flashcards with their CPA Exam Review order.
(2) Final Review Direct-Bill – Becker will offer a $150 discount off the standard price, which is currently $540
for all for parts, but subject to increase every July 1st. By choosing this direct-bill option, all enrollees from
JHI member firm will receive Final Review with their CPA Exam Review order. (If a student enrolls in less
than four parts due to passing parts previously, JHI member firm will be billed for the per-part final review
at a $50 per-part discount. The standard per-part price is $180, but subject to increase every July 1st.)
OPTION 2 – PREFERRED PROVIDER: Under the Preferred Provider program, staff candidates will be invoiced
directly by Becker and will receive a $300 discount off the full standard four-part tuition. The standard 4-part
tuition is currently $2890 but subject to increase each July 1st. All JHI firms not choosing the DB relationship will
automatically be set up with a Preferred-Provider relationship. Please note that sales tax must be applied to all
self-study DVD orders.
There will be no retroactive adjustments made for staff members who have signed up for Becker prior to the date
that the direct-bill relationship is chosen.
JHI Member Firms will make their best efforts to make all staff and new hires that are eligible to sit for the CPA
Examination aware of this “Direct Bill” or “Preferred Provider” program.
The JHI member firm discounted tuition includes all course materials including textbooks and
PassMaster/Simulation/Final Exam software. Course enrollment fees are included.
Term and Termination
Either party can terminate this agreement upon thirty (30) days prior written notice.
CPA Exam Orientation
Becker offers to provide “CPA Exam Orientation” seminars for your uncertified staff. These “Lunch & Learn”
sessions are usually provided at the firm’s location. The seminars are currently provided free-of-charge.
Pre-Authorization Option
If so desired, you can set up your direct-bill account to require pre-authorization. With “Pre-Authorization
Required”, we will not process an order until we receive approval in advance. Below is our Pre-Authorization
Policy:
Authorizations must be either emailed to Authorizations@Becker.com or faxed to +1 866-771-5215. Subject Line
of Emailed Authorization must contain the name of the firm and the student’s name and will be accepted only from
the firm’s authorized approver. Faxed authorizations must note the firm name, student’s name and signature of
the authorized approver(s) noted above. Authorizations must be sent pro-actively, i.e. Becker will not
request them and orders will remain in draft until authorization is received.
If you would like your direct-bill account set up with pre-authorization, please so indicate on the attached Selection
Form.
Attached is a form we’d like you to complete indicating your desired arrangement – either Direct-Bill or Preferred
Provider. Please fax the information to Rich Slusz at Becker – +1 860-583-0655 (or e-mail rslusz@becker.com ).
Your staff will be able to register at the dedicated JHI web order page – www.BeckerCPA.com/JHI. It takes five
business days to set up new direct-bill relationships.
All JHI firms wishing to renew their direct-bill relationship or wishing to upgrade from a preferred provider to a
direct bill should fill out and submit the attached Preference Form.
Questions can be directed to:
Richard Slusz CPA
Becker Professional Education
Global Accounts Manager
Phone: +1 877-232-0333
E-mail: rslusz@Becker.com
Fax:
+1 860-583-0655
Rev 3/22/10
Billing Preference Agreement with Becker CPA
Firm Name:
________________________________________________________________
Billing Contact Name:
________________________________________________________________
Billing Contact Title:
________________________________________________________________
Billing Address:
________________________________________________________________
Billing City, State Zip:
________________________________________________________________
Phone Number:
_________________________ E-mail Address: _________________________
( ) Pre-Authorization Required. Name of Approver(s): _______________________________________________
Web Order E-mail Notification: (copy of Web orders will be sent to this address) __________________________
Number of College Hires per Year:
____________________ Becker Contact (If any) __________________
Please indicate your billing preference by checking one of the following:
[ ] Direct-Bill
Becker CPA Exam Review will invoice each participating JHI firm for those staff members who will register for all
four parts of the Becker CPA Review Course starting from the date this form is signed and submitted at a discount
of $700 off the standard tuition, which is currently $2890 but subject to increase each July 1st. If your firm
requires staff to pay for CPA exam review classes, you may elect this option and collect the fees from
your staff members so that they enjoy the maximum benefit. By selecting Direct-Bill, your firm agrees to pay
the invoice in accordance with Becker CPA’s payment terms.
[ ] Direct-Bill Flashcards ($50 Discount)* [ ] Direct-Bill Final Review ($150 4-part discount)*
*Will be included with all direct-bill orders for the CPA Exam Review Course
[ ] Preferred Provider
Becker CPA Exam Review will invoice staff candidates directly for their enrollment. Candidates enrolling under
this option will receive a $300 discount off the full four-part tuition ($2890 but subject to increase every July
1st).
I, _______________________________________ understand and agree to the billing arrangement that I have
selected above. I understand that this agreement is between Becker CPA and (insert firm name)
______________________________ and that JHI acts only as a facilitator in arranging the discount. I further
agree that we will make our best efforts to make all staff and new hires that are eligible to sit for the CPA
Examination aware of this “Direct Bill” or “Preferred Provider” program. I am authorized to sign this agreement on
behalf of (insert firm name)
.
Signature:
______________________________________________________________________________________
Title:
______________________________________________________________________________________
Signature Date: _____________________________________________________________________________
Please complete this form and fax back to Rich Slusz at Becker at +1 860-583-0655 (or e-mail
rslusz@becker.com ).