Jane Louie

As a Subject Matter Expert (SME) Coach with specific skill sets, I consult BRDG students on professional acumen and life lessons, opening students’ minds to opportunities and pitfalls in the workplace and developing their passion for making a social impact in society. BRDG Bridge to Connect is a nonprofit organization dedicated to leveling the playing field for first-generation college students who are entering the workforce majoring in engineering and computer science. We do this by providing… Show more

As a Subject Matter Expert (SME) Coach with specific skill sets, I consult BRDG students on professional acumen and life lessons, opening students’ minds to opportunities and pitfalls in the workplace and developing their passion for making a social impact in society. BRDG Bridge to Connect is a nonprofit organization dedicated to leveling the playing field for first-generation college students who are entering the workforce majoring in engineering and computer science. We do this by providing one-on-one mentoring, skills training, and financial resources needed to empower first-generation students to find internships and jobs in the STEM field and grow as leaders in their communities. Show less

Participate, lead, facilitate various program activities, select Fellow organizations, advise Fellow organzations, and develop partnership collaboration at the Gratitude Network, as a Leadership Development organization. The Gratitude Network identifies “game-changing” social enterprises around the world who are improving the lives of underprivileged and under-served children and accelerates the success and growth of these organizations by impacting the leadership. Impact over 120 social… Show more

Participate, lead, facilitate various program activities, select Fellow organizations, advise Fellow organzations, and develop partnership collaboration at the Gratitude Network, as a Leadership Development organization. The Gratitude Network identifies “game-changing” social enterprises around the world who are improving the lives of underprivileged and under-served children and accelerates the success and growth of these organizations by impacting the leadership. Impact over 120 social enterprises by 2021, whose reach extends to over 50 million underprivileged children/youth. Show less

Advise high school and collegiate students prepare to become emerging leaders and entrepreneurs in marketing, finance, hospitality and management in high schools and colleges around the globe.

DECA is organized into two unique student divisions each with programs designed to address the learning styles, interest and focus of its members. The High School Division includes 200,000 members in 3,500 schools. The Collegiate Division includes over 15,000 members in 275 colleges and… Show more

Advise high school and collegiate students prepare to become emerging leaders and entrepreneurs in marketing, finance, hospitality and management in high schools and colleges around the globe.

DECA is organized into two unique student divisions each with programs designed to address the learning styles, interest and focus of its members. The High School Division includes 200,000 members in 3,500 schools. The Collegiate Division includes over 15,000 members in 275 colleges and universities.

DECA Inc. is a 501(c)(3) not-for-profit student organization with more than 215,000 members in all 50 United States, the District of Columbia, Canada, China, Germany, Guam, Mexico, Puerto Rico and Spain. The United States Congress, the United States Department of Education and state, district and international departments of education authorize DECA’s programs.
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Jane @ Rotary (Clubs, Districts, Zone, RI)
• Charter Member @ Dougherty Valley/San Ramon Club, Charter Member @ NorCal Gateway Club, Rotary Member @ Pittsburg. Rotary Member since 2010.
• TRF Chair, PI, Executive Leadership @ RC Pittsburg
• PI Marketing @ NorCal Multi-Districts with Zone 26/27
• PI Marketing, DEI, TRF Leadership @ District 5160
• Speaker, Sponsor, Host @ Zone, District, Clubs Conferences
• RI Collaborator with TGIG @ RI Strategy and… Show more

Jane @ Rotary (Clubs, Districts, Zone, RI)
• Charter Member @ Dougherty Valley/San Ramon Club, Charter Member @ NorCal Gateway Club, Rotary Member @ Pittsburg. Rotary Member since 2010.
• TRF Chair, PI, Executive Leadership @ RC Pittsburg
• PI Marketing @ NorCal Multi-Districts with Zone 26/27
• PI Marketing, DEI, TRF Leadership @ District 5160
• Speaker, Sponsor, Host @ Zone, District, Clubs Conferences
• RI Collaborator with TGIG @ RI Strategy and Technology
o Innovative Technology Zone at RI Convention in Houston (RotarySpeaks Concept Platform, Hybrid Meetings, VR/AR, Literacy with Kibeam (Kinoo)
o Immersive Technology VR/AR at RI Convention in Hamburg and Atlanta – The 3000, One Small Act (Peace), Sight of You (Mental Health)
o AI for Rotary, media production, and communications
• Triple Crown (Major Donor, Bequest Society, Paul Harris Society), Polio Plus Society, Paul Harris Fellow, Gift & Estate Planning Professional @ TRF
• Rotary Action Group – Mental Health
* Communicate the benefits of planned giving at speaker presentations, donor meetings, & fundraising
* Collaborate with Rotarians and donors at Districts and Clubs to identify, cultivate, and develop planned giving strategies
* Educate and advise potential donors on ways to give and how to give what's best for them.
* Engage in 7 areas: Healthcare - Doctors Without Borders, RotoCare, Kenya Smiles; Mental Health 211/988, Veterans, Rotary Action Group; Disease Prevention & Treatment, Polio Eradication; Economic & Community Development; Education & Literacy; Water & Sanitation; Peace & Conflict Resolution; and the Environment.
* Leverage over 10 years of experience in professional consulting firms on finance, business, management, sales and marketing, human capital, social responsibility and volunteer leadership.
* Build lasting relationships, belonging with people from diverse backgrounds with integrity and respect
* Develop economic development and entrepreneurship with social impact Show less

Why I Serve:
• Empower entrepreneurs and their businesses to protect, save and grow.
• Emplower the business owners, founders, executives to leverage insurance and financial services to maximize their potential, expand effectively, and succeed.
• Attract and retain great talent, and add jobs
• Develop a Business Succession Plan and implement it well.
• Maximize my 10+ years of -
- Broad start-up, small to large business management, ownership experience
-… Show more

Why I Serve:
• Empower entrepreneurs and their businesses to protect, save and grow.
• Emplower the business owners, founders, executives to leverage insurance and financial services to maximize their potential, expand effectively, and succeed.
• Attract and retain great talent, and add jobs
• Develop a Business Succession Plan and implement it well.
• Maximize my 10+ years of -
- Broad start-up, small to large business management, ownership experience
- Functional expertise in areas: marketing, sales, finance, operations and general management
- Passionate interest in local economic development and entrepreneurship
- Commitment to volunteer and improve PCV programs and events

Ways I Serve:
• As a one-on-one Mentor
• As a Volunteer at programs and events
• Participate in Strategy Roundtable Sessions, each tailored to a business’ current challenges and needs
• Open my network to entrepreneurs and fellow Advisors
• Serve as an expert panelist at a PCV’s entrepreneur educational event
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Leverage my unique skills, experiences, commitment to help businesses and individuals prepare, participate, and engage with their colleagues and communities - to help businesses grow, create jobs, and strengthen their communities.

As a Past Board Member - Worked with ACG Members in the SF Organization and Nationwide to ignite connections with businesses, partners, thought-leaders, community leaders, government entities, and organizational institutions to help companies grow their… Show more

Leverage my unique skills, experiences, commitment to help businesses and individuals prepare, participate, and engage with their colleagues and communities - to help businesses grow, create jobs, and strengthen their communities.

As a Past Board Member - Worked with ACG Members in the SF Organization and Nationwide to ignite connections with businesses, partners, thought-leaders, community leaders, government entities, and organizational institutions to help companies grow their revenue, market share, jobs, and increase benefits compensation that helps individuals and their families grow their finance, health, and happiness.

I utilize my time and talent in the following ways:

• Work with companies and individual stakeholders with their Human Capital - Partners, Founders, Owners, Executives, Managers, Professionals, Staff
* Advise businesses and individuals on insurance and finances for benefits compensation (including Leveraged Bonus, Deferred Compensation, Retirement, Life, Asset Protection), talent acquisition and retention, asset protection, collateral assignment, succession planning, funding buy/sell agreements, funding settlements, tax-favored accumulation and distribution.
* Develop strategies on Business Succession, Exit Plan, M&A - buy side, sell side, carve out, spin off
• Develop leadership skills and best practices to start-up, small business, middle market businesses
• Extend large corporation thought-leadership with entrepreneurial agility
• Develop economic development and entrepreneurship with social impact
• Build collaborative relationships and opportunities with and between Angels, Venture Capitalists, Private Equity, Investment Bankers, and Strategic Buyers
• Implemented a Conference forum for companies to pitch to PE's and Strategic Buyers whose companies received wide coverage and recognition in ACG globally.

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* Active Board Member and Board Secretary
* Advance, advise, and administrate Committees including:
- Signature Events - Recognition Awards and Breaking the Bamboo Ceiling
- Finance
- Marketing and Public Image
- Entrepreneurs and Professional Development

I have a passion to help the next generation receive more education in STEM, financial literacy, and ethics. But more importantly, be a mentor and sponsor who believes in their growth and potential, provide jobs to give them experience, provide scholarships to fund their education, advise them and their parents on how to increase their education funding, give them opportunities to lead, manage, fail forward, be accountable, be responsible, innovate, pay it forward, and make choices that… Show more

I have a passion to help the next generation receive more education in STEM, financial literacy, and ethics. But more importantly, be a mentor and sponsor who believes in their growth and potential, provide jobs to give them experience, provide scholarships to fund their education, advise them and their parents on how to increase their education funding, give them opportunities to lead, manage, fail forward, be accountable, be responsible, innovate, pay it forward, and make choices that builds character.

I have raised funds, given scholarships, provided school materials, held a youth and young professional conferences, partnered with Unified School Districts at Community events, helped with 5K/10K runs, "a-thons" and other fundraisers, and more is needed. Show less

To advance a person's human capital involves capacity to explore the possibilities, skills to develop and discern, experience to execute with continuous improvements, and character to be the best by doing the most good.

Here are just a few ways I am passionate to advance others:
* Maximize Health, Finance, Technology for a better life, for Families, Companies and Communities - Gateway Insurance & Financial Services
* Deliver HR and Employment Best Practices & Speakers Series -… Show more

To advance a person's human capital involves capacity to explore the possibilities, skills to develop and discern, experience to execute with continuous improvements, and character to be the best by doing the most good.

Here are just a few ways I am passionate to advance others:
* Maximize Health, Finance, Technology for a better life, for Families, Companies and Communities - Gateway Insurance & Financial Services
* Deliver HR and Employment Best Practices & Speakers Series - Employer Advisory Council (EAC) and Chambers of Commerce (Chambers)
* Consult Businesses - Business Advisors, Pacific Community Ventures, Assoc. for Corporate Growth, etc.
* Consult and deliver platform for humanitarian causes - Rotary, The Global Impact Group (TGIG)/VR4 Social Impact (VR4SI)
* Foster diversity, equity, inclusion and collaboration across race, gender, age, and preferences - All
* Develop Public, Private, NPO Partnerships in Communities, Corporations, and Civic organizations - All
* Develop Corporate Social Responsibility in companies and organizations - All
* Establish a social enterprise to promote organizational causes and build a platform with innovative technology for education, fundraising, public image and social impact - TGIG/VR4SI
* Sponsor/Mentor Young Professionals & Conference - Rotary, CC, DECA
* Team Member of the Rotary Public Image and Foundation Team - District Rotary
* Sponsor Business Collaboration & Economic Development - EAC, WDB, Small Business Development, Chambers of Commerce, EBEDA
* Sponsor Workforce Diversity & Development - "Untapped Talent Speaker Forums - EAC, WDB
* Sponsor Leadership Programs - Valley Christian Center Church and Schools, DECA, JobConnections
* Led Youth and Diversity Programs - UC Santa Barbara, Asian American Student Union President, Young Professionals Forum - Rotary Show less

Volunteer and rally volunteers to support needs at the 211 Crisis Center, Veterans, Dignity Health (making mask kits for 100K underserved), Food Bank.

Trained CERT Responder.
The Community Emergency Response Team (CERT) program is a nationally supported, locally implemented initiative that teaches people how to better prepare themselves for hazards that may affect their communities. Since 1993, CERT trains the public in basic disaster response skills such as team organization, disaster medical operations, fire safety, and light search and rescue. The ability for CERT volunteers to perform these activities frees up professional responders… Show more

Trained CERT Responder.
The Community Emergency Response Team (CERT) program is a nationally supported, locally implemented initiative that teaches people how to better prepare themselves for hazards that may affect their communities. Since 1993, CERT trains the public in basic disaster response skills such as team organization, disaster medical operations, fire safety, and light search and rescue. The ability for CERT volunteers to perform these activities frees up professional responders to focus their efforts on more complex, essential, and critical tasks. Show less

* Established and program managed the Career and Leadership Summit
* Led a Team of up to 100 Volunteers to put on a Summit for 6 years where over 800 people came to hear Corporate, Community and Civic Leaders on being equipped, empowered and engaged on their career and leadership.
* Developed Public-Private-NGO Partnerships with Sponsors and Speakers to form annual Summits, and weekly Seminars on career and job transitions
* Managed a budget of over $25,000 funded by Sponsors which… Show more

* Established and program managed the Career and Leadership Summit
* Led a Team of up to 100 Volunteers to put on a Summit for 6 years where over 800 people came to hear Corporate, Community and Civic Leaders on being equipped, empowered and engaged on their career and leadership.
* Developed Public-Private-NGO Partnerships with Sponsors and Speakers to form annual Summits, and weekly Seminars on career and job transitions
* Managed a budget of over $25,000 funded by Sponsors which enabled attendees to come at little or no cost.
* Shown on 60 Minutes with Scott Pelley on Job Transition.
* Speaker and Workshop producer on Career Transitions - How to:
- leverage NGO, city and county resources
- connect and network
- reskill and keep their edge
- define and follow their purpose and passion
- manage time and get the job done Show less