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.
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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.

Marketing support for ambitious scaling brands | Board Advisor | Epic Kitchen dancer

Creative Marketer of the Year 2025 - Global Women in Marketing 
I work with brands in the heat of it - when growth stalls, relevance slips, and pressure from investors and teams makes everything feel messy, political, and slightly existential. 
Priorities clash. Messaging blurs. Marketing turns beige. 
The spark that built the brand gets buried under process, politics, PowerPoints… and, dare I say, consultants who somehow turn a simple idea into a 97-slide framework that no one really understands.

I help brands step back, get clear on the commercial opportunity, understand what consumers really want/need/desire and find the actual white space.  
Then I help build something distinctive: energy, edge, ideas. And I embed it across the whole experience so it actually sticks.

Big ideas that shift the market. Tiny details that make the difference.

Brands today aren’t built on one big ta-da campaign, but on layers of moments that grab attention, build connection, and quietly convince people, again and again, “Oh… they get me.”

Sometimes i work as a project partner (with an amazing team behind me). Sometimes fractional- if you want long term support. Sometimes advisory- if you want a helicopter view. 
If you’re saying, “We’ve got a problem, but I can’t quite put my finger on it…” or “Why is no one buying us anymore?” or even “we’ve lost our spark”, We should talk. 
Brands I've worked with: ManiLife, Cheeky Panda, Cawston Press, Chupa Chups, The Coconut Collab, Valerie, Oddbox, Goodrays, Coca-Cola, Nestlé, Frucor Suntory and more.


And because I am obsessed with people and how they people, I am also the host of podcast ‘why aren’t we talking about this?’ that explores the messy, raw, contradictory parts of being human. Available on Spotify, Apple and everywhere else.

taplio

The Battle

Stacy Kehren Idema, PMP

Carly Osman Holme

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