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.

I’m a senior leader in AI enablement and governance, data strategy, and data management, helping organizations deploy AI responsibly and manage data as a trusted enterprise asset. I’ve designed and scaled Responsible AI and data governance frameworks aligned with global standards such as the EU AI Act, ISO 42001, and NIST AI RMF, embedding ethics, transparency, and compliance throughout the data and AI lifecycle. I’m passionate about turning governance into a catalyst for innovation, trust, and sustainable business growth.

Sheriff O.

Over the past year, many organisations have rushed to deploy AI tools. But governance has struggled to keep pace.

According to recent media reports, Deloitte instructed staff to cease uploading confidential client and internal information into ChatGPT after incidents involving the transfer of sensitive data through AI tools.

This is why an Acceptable Use Policy (AUP) is foundational to AI governance.

Some leading institutions recognised this risk early and embedded clear AI usage guardrails into their governance frameworks: not abstract guidance, but practical, enforceable controls.

An effective AUP should clearly define:

• No customer, confidential, or material non-public information in public AI tools
• Clear distinction between approved enterprise tools and unapproved public tools
• Alignment with data classification standards
• Mandatory human review and accountability
• Restrictions on use in regulated or client-impacting activities

Because the primary risk is not malicious misuse, it is normal employee behaviour.

In one fintech firm, employees were consistently uploading customer information and material non-public internal data into public AI tools, creating significant confidentiality and regulatory exposure.

The issue was not intent. It was the absence of clear boundaries.

And writing the AUP is only half the job. Without communication and adoption, it is just a document.

AUP should form part of structured AI literacy training, with real examples of permitted and prohibited use. Employees should formally attest to understanding their obligations.

A clear AUP translates AI risk into simple, actionable rules employees can follow. It is where AI governance moves from principle to practice. 

Is this the approach your organisation is taking to AI governance?

Sheriff Olujide, MBA

Open article: Deloitte tells staff to stop uploading confidential data to ChatGPT by afr.com

Deloitte tells staff to stop uploading confidential data to ChatGPT

taplio

The Battle

Stacy Kehren Idema, PMP

Sheriff O.

Followers

Posts

Engagements

Likes

Performance ScoreSheriff O.'s LinkedIn Performance

Ready to grow your LinkedIn presence?

taplio

The Battle

Stacy Kehren Idema, PMP

Sheriff O.

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Sheriff O.'s LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreSheriff O.'s LinkedIn Performance