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.

Groppetti Automotive

Executive Vice President

Nissan Motor Corporation

Service Development Manager

•	Worked closely with Regional Vice President and Senior management to assess tactical programs, market conditions, forecasts and objective settings
•	Created war-gaming tools for various programs to assist field management in effort to help leverage overall initiatives 
•	Formulated strategies with Certified Pre-owned rep, Frontline, NESNA and other various vendors to help create strategic efforts to better assist field personnel
•	Fielded requests from both Sales and Fixed Operations to create synergy in overall mission for the West Region and NNA.
•	Managed Associated Business Manager with overall goal of increasing dealer participation in Certified Pre-owned and Nissan’s Rental Car program to help turn both entities into profit centers for dealer body
•	Promoted group effort with ABM and analysts to foster engagement for common regional goals
•	Collaborated with management to create analyst training in order to educate and enhance their development for future roles

Regional Sales Operations Manager

•	Act as primary contact for major metropolitan district dealerships to elevate the brand and to achieve corporate sales objectives related to wholesale of vehicles and market representation objectives.
•	Support dealers in achieving their retail sales and customer handling objectives.
•	Analyze dealer operations, identify areas in need of improvement, make recommendations for corrections of problems and coordinate implementation of solutions.
•	Contribute to building brand value and achieving enduring profitable growth.
•	Monitor dealers' facility and capital and management to assure compliance with company standards and agreements.
•	Work with dealership personnel and regional vehicle distribution staff in the allocation and ordering of vehicle by mix to meet wholesale and retail objectives.
•	Act as primary liaison between the company and the dealer in communicating corporate policies, procedures and new programs.
•	Monitor and evaluate customer handling; assist dealers in developing a strategy to enhance customer satisfaction.
•	Help the development and implementation of long and short-term marketing, promotions and retail sales plans with dealer management.
•	Coordinate or provide in-dealership training for achieving overall customer satisfaction, and dealer staff knowledge and understanding of the products and the brand initiative

Senior Dealer Operations Manager

Nissan North America

•	Perform routine dealership visits to review dealer operations.
•	Built solid relationships with Dealer Principals, Executive Managers, Parts and Service Management.
•	Review P&S sales reports, trend reports, FOM Summary, Vendor reports.
•	Evaluate and monitor marketing and advertising plan for dealerships and assess current effectiveness of their efforts.
•	Educate dealership personal on current incentive programs.
•	Utilize incentive programs for additional part sales and dealer participation.
•	Monitor parts inventories.

Senior Fixed Operations Manager

Nissan Motor Company

Support field operations in both sales and service.

Field Operations Specialist

Distributors Edge Inc.

Advertising for wholesale distributors who sell to the trades. We do promotions, premiums, and travel incentives which are conveyed through the effective use of direct mail.

Account Executive

Distributors Edge Inc

Create marketing and incentive programs that increase clients sales and profits
Design promotional mailers to create a &quot;call to action&quot;
Develop promotions that attract new customers and retain existing customers
Analyze data to determine qualifying customers and their additional annual purchases 
Create trip incentives that creates customer response and instills loyalty
Help determine destination, work with hotel staff, and destination management company to assure a memorable experience for clients customers
Assure that marketing programs, promotions, and incentives remain within clients' marketing budget.

Facility Merchandising Inc. (FMI)		Level Manager			2005
Managed level operations during Cleveland Browns games.
Organized inventory and coordinated shipping for on-time deliveries.
Supervised merchandise stands to keep fully stocked and running.

Distributors Edge

Experienced Senior Merchant with a demonstrated history of working in the automotive industry. Skilled in Sales, Management, Sales Process, Automotive, and Advertising. Strong operations professional with a Bachelor focused in Marketing; Business Administration from Kent State University. 

taplio

The Battle

Stacy Kehren Idema, PMP

Chris Tantanella

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