Boardroom Presentation Mistakes to Avoid

CMO Confidential — “What Your CFO Wants to Tell You (But Won’t)” with CNA CFO Scott Lindquist

What does a great CFO really think about marketing? Mike Linton sits down with Scott Lindquist—CFO of CNA Financial and former long-time CFO of Farmers—to decode the finance side of brand building, performance spend, and the politics of the boardroom. They cover how CMOs should onboard a new CFO, why “marketing math” wins over skeptics, mistakes to avoid in board presentations, and how insurers used bold brand bets to become category killers.

What you’ll learn

• The four archetypes of CFOs—and how to work with each

• Why CFOs who are “joined at the hip” with the CEO think differently about growth

• How to explain cost of capital and present value like a marketer (and win budget)

• The insurance playbook: brand investment, DTC distribution, and lifetime value

• Why every large marketing org needs a Marketing CFO (and how to set it up)

• Boardroom pitfalls: jargon, 100-slide decks for 20 minutes, and “draining the slide”

• Practical tips for building trust: bring the data, surface bad news early, and speak in outcomes

Guest

Scott Lindquist — Chief Financial Officer, CNA Financial. Former CFO, Farmers Insurance. Started at PwC and has led finance through growth, turnarounds, and public-company scrutiny.

Host

Mike Linton — Former CMO of Best Buy, eBay, and Farmers; former CRO of Ancestry. Host of CMO Confidential, the #1 CMO show on YouTube.

Who should watch

CMOs, CEOs, CFOs, board members, founders, and marketing leaders who need tighter finance alignment and clearer ROI storytelling.

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