CDR Symposium
What CDR model is right for you?
From regulation to roadmap, in just half a day.
A practical half-day workshop for product manager.
Supported by
Who should attend?
If you’re a Product Manager or Strategist at a B2B Fintech, this symposium will arm you with the following knowledge in just one morning:
- Clarity on the Consumer Data Right (CDR) and why it matters right now
- A comparison of access models (ADR, Representative, Sponsor, BCDC & more)
- Insights into how each model affects compliance, liability, UX and data quality
- Learnings from Open Banking experts with real implementation experience
- Practical takeaways to apply directly to your product roadmap
Our Speakers
Daniel Knight
Partner at K&L Gates
Daniel Knight is a commercial and regulatory lawyer at global law firm, K&L Gates. With a focus on the payments, fintech and financial services industry, Daniel assists a range of businesses looking to launch CDR-powered solutions. Daniel is also a key resource for industry bodies, including through participation in a number of FinTech Australia working groups.
Sam Allert
CEO of Reckon
Sam Allert, CEO of Reckon since 2018, has championed accounting and business management since 1999, helping advisors and business owners implement IT strategies. With experience in management, finance, and sales, he drives Reckon’s vision to deliver cloud solutions that empower small businesses and advisors to grow and succeed.
Jennifer Harrison
Director at Reputation Edge
Jennifer Harrison is a Director at Reputation Edge, a PR & Marketing agency based in Sydney. She is a fintech expert, who specialises in open banking and payments, and primarily works with clients who have a B2B business model. Jennifer is also the Co-Founder of Open Finance ANZ, a community of 2,000 entrepreneurs, innovators and technologists, who are passionate about advancing the open banking & finance ecosystems on both sides of “the ditch.”
Ben Ford
Head of Sales at Mog
Ben leads business growth at MOGOPLUS, connecting financial institutions with advanced data‑driven customer insights. With extensive experience across fintech and digital transformation, he helps organisations harness bank data to streamline decision‑making, improve customer experience and scale compliance‑ready innovation.
Michael Palmyrie
Director at xuko
Michael is Director at xuko, a technology consultancy with decades of experience in privacy, design, security, and development. Michael has also led the development of CDR standards and policy since 2018, along with Digital ID more recently, with a focus on consumer experience design, guidance, and research.
Tony Thrassis
Head of Open Banking Markets and Compliance at Frollo
Tony is a pioneer in Open Banking and a leading voice in CDR policy and implementation. At Frollo, he drives strategy, innovation and regulatory engagement, helping shape Australia’s evolving data sharing landscape to deliver secure, consumer driven financial services.
Sessions
Why move your B2B solution to CDR?
Background of CDR and why live data is critical for modern CX. With a focus on how CDR translates into product opportunities.
Which CDR model is right for my customers?
Walkthrough of the ADR, Representative, Sponsorship, OSP, Business Disclosure and Trusted Adviser models. Comparing compliance, liability, risk, branding and CX.
What will my customers’ experience be?
?See how user experience, customer trust and compliance intersect in the real-world consent process – featuring demos.
What are the expected duration and challenges?
Discover common CDR challenges, data quality insights, and practical lessons from real implementations to avoid costly missteps.
Registration & Coffee
Arrival & sign-in
Welcome
Welcome and housekeeping
Why move your B2B solution to CDR?
Overview of CDR for Product Managers and Strategists: background, where we are today and what Product Managers really need to know — with a focus on how CDR translates into product opportunities.
Which CDR model is right for my customers?
A practical walkthrough of the ADR, Representative, Sponsorship, OSP, Business Disclosure and Trusted Adviser models. Learn what sets each model apart, their compliance requirements, risks, and branding implications.
Morning Tea
Light refreshments and chance to connect
What will my customers' experience be?
Explore the end-to-end customer journey in CDR, including how consent is granted and maintained, what data is accessed, and which UX elements are essential vs flexible.
What are the expected duration and challenges?
Explore real-world CDR implementation journeys, key challenges, operational hurdles, and best practices you can confidently apply to your own roadmap.
Wrap-Up & Key Takeaways
Recap of the sessions and clear takeaways on what Product Managers and Strategists should focus on in the next 90 days.
Lunch
Light lunch and chance to connect