Stacy Kehren Idema, PMP

Hi, I’m Stacy, 
a small-town lake country girl turned modern traditionalist, building emotionally intelligent technology and presence-based leadership systems for the future of legacy.

Since I was ten, I’ve believed business could be done differently — not just more efficiently, but more humanly.

For 27+ years, I led innovation across startups and Fortune 5 companies. I learned how systems scale and how trust breaks, whether because emotion gets edited out or because unchecked emotion runs the show.

When it was time to choose what came next, I couldn’t return to the system I once believed would take me to the top.

That decision sparked my current path, one that bridges emotional intelligence, technology, and generational wealth.

I founded Equati to help family offices, investors, and founders align values, vision, and legacy within their direct investing. Because legacy isn’t numbers on a page; it's a living system shaped by presence, trust, and the way we communicate across generations.

Alongside Equati, I serve as a Presence-Based Chief of Staff & Leadership Consigliere --- a strategic partner to founders, principals, and family enterprises navigating growth, succession, or strategic inflection points.

My work blends strategic clarity with emotional intelligence, helping leaders create coherence across their people, priorities, and processes.

Today, I work with:
→ Family Offices & Investors designing continuity and trust across generations
→ Principals and founders needing strategic partnership and grounded decision support
→ UHNW families preparing for legacy transitions and the Great Wealth Transfer
→ Companies built for patient, purpose-driven capital

Because how we invest, lead, and live isn’t separate from who we are.
It's the story of legacy in motion.

When I’m not building or serving leaders, you’ll find me between Austin, TX and Minneapolis, MN driving my Jeep with the top off, baking (my signature is banana bread with a salty crust), or on a flight across an ocean with camera in hand, writing about the messy, human side of legacy, leadership, and love.

Because the way we invest, lead, and live is the story we leave behind.

✳️ stacy@equati.ai
 | www.equati.ai

Founder & Managing Director

The Global Collective is the gateway to a new business ecosystem that empowers and harmonizes gender strengths and diversity in business around the globe.
 
We partner with investment companies that are ready to invest in female-founded/led businesses, help the businesses with which they've already invested be better winners and create a culture of performance and flow with less burnout.
​
Our vision is to eliminate the diversity gap, whilst changing gender perceptions by connecting the unique strengths of each gender, which will also increase the financial benefit and mental well-being in business.

Piton Group

Venture builders guaranteeing EBITDA growth

Senior Partner

Voya Financial

Vision & strategy formalization, Enterprise Capability development, Operational execution optimization, Business Analysis (pairing power and scale of data with human insights to deliver superior returns), 
Re-engineering, Restructuring & Transformation, Vendor & Customer Management (Broker/TPA/Employer/Employee Customer Relation & Experience focused enhancement); 
Built and enabled Sales & Marketing Capability to be a cohesive, proactive entity versus reactive, with special focus on 'Digital' - Impacting EBITDA growth performance

Director Business Transformation, Performance Management & Measurement Strategy

Arcserve

M&A and Divestiture Opportunity with Private Equity, Marlin Partners and CA Technology; 
Hands on lead standing up and growing new business start-up, Global P&L accountability, Profitable Sales Growth, Sales ops development, marketing & Sales Capability development, Business operations leader

Director FP&A

Transport America

Restructuring transport operations (Demand Capacity, Change Management & Organizational Efficiency) to positively impact EBITDA

Financial & Operational Restructure Consultant

Best Buy

Enterprise Transformation & Performance Management

Senior Manager Enterprise Strategy, Planning & Operations

Launching and standing up new business - CFO function

Manager Digital New SaaS Business Product Planning (New SaaS business FP&A)

Secondary market enablement, GTM Planning, pricing, SKU management, Enterprise P&L

SFA Enterprise Business Analysis(FP&A)

Enterprise SG&A Management ($4B portfolio)

SFA US & Int'l Sourcing and Procurement (SG&A)

$0.75B Capital Portfolio Management, Audit & ROI management, SOX Compliance

SFA Strategic Capital Planning (FP&A)

Northwest Airlines

Yield Management, Pricing, P&L, Budget & Forecasting Transatlantic & Transpacific  Financials, Demand Capacity Models

Senior Financial Analyst (FP&A)

Willis

Statistical Risk Modelling, structuring Cat Bonds for trading at Llyod's

Catastrophe Risk Analyst

Bernstein Private Wealth Management

Investment Analyst

Hands on thought and team leader, guaranteeing EBITDA growth through vision formalization, finance and operating model design strategies creation, tactical frameworks and road map optimization, to deliver growth targets

Business partner with expertise in operational transformations, incorporating change management throughout the enterprise evolution and/or acquisition/divestiture process, working with cross-functional teams, in service of delighting the customer 

#AcquisitionDivestiture #EnablingStartups #QuantifiableOutcomes; #StrategyToResults; #SalesEvolution; #SynergyOptimizationImpact; #AquisitionIntegration; #GTMPlanning; #Growth&RetentionStrategy; #BrandTransformation; #CulturalEvolution; #OrganizationalReset; #ProcessChange; #AccountabilityClarification #VendorManagement #BuildingA-Teams #ELTMember

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Stacy Kehren Idema, PMP

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