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.

As a seasoned business leader with over 20 years of experience, I understand the unique challenges of running a business from the inside out. My journey began in the Tech Industry, where I owned and led IT Managed Services companies, navigating the complexities of growth, innovation, and strategic leadership in an ever-evolving landscape.

Throughout my career, I’ve honed a wide array of business skills, including:

Strategy and Planning – Developing actionable roadmaps to turn ideas into results.
Marketing and Branding – Crafting compelling narratives that connect with customers and build trust.
Sales and Business Development – Driving growth through effective relationship-building and solution-based selling.
Product Development and Customer Experience – Designing and delivering offerings that resonate with customers while ensuring exceptional satisfaction.

In addition to my professional accomplishments, I am the author of Digital Transformation – How Technology Can Transform Your Business. This book explores how businesses can leverage technology to drive growth, improve efficiency, and stay ahead in an increasingly competitive market, offering valuable insights for modern leaders.

I am also a certified coach with a Level 5 qualification in Effective Coaching and Mentoring from the Institute of Leadership and Management (ILM). My approach combines proven coaching methodologies with my own hands-on experience, providing a practical, empathetic, and results-driven foundation for business owners seeking to take their companies to the next level.

What Makes My Coaching Different?
I specialise in working with small business owners who find themselves working in their businesses rather than on them. If you’re a leader caught up in the day-to-day operations, my coaching can help you shift your perspective, reclaim your time, and refocus on strategic growth. My LifeShifter OnePage Plan blends life and business coaching, helping you align your personal values with your professional goals for a more balanced and fulfilling approach to leadership.

Why Work With Me?
Having been in your shoes, I know what it feels like to juggle competing priorities while striving to grow a business. I’ve learned first-hand the power of accountability, commitment, and consistency—the same principles I now help my clients integrate into their leadership journeys. My coaching style is professional yet approachable, offering a supportive partnership that challenges you to unlock your full potential.

Let’s connect and start the journey to your next level of success.

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Stacy Kehren Idema, PMP

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