FinTech Innovation Hub

Education Program Series

AI Agent and Agentic Workflow for Managers 

This one-day intensive workshop provides a practical introduction to AI agents and agentic workflows, equipping participants with essential knowledge and hands-on skills to break  barriers and to apply AI in real-world business scenarios. Designed for professionals across industries, this training does not require any programming  experience. It focuses on the business impact and implementation of AI in finance, marketing,  and operations. Through live demonstrations and interactive exercises, participants will gain  a foundational understanding of these technologies and learn how to apply them strategically within their organizations. 

Time: Saturday, Aug. 16, 9:00 a.m. – 4:00 p.m. (lunch will be provided)

Venue: 301 Innovation Gallery, FinTech Innovation Hub 

             591 Collaboration Way, Newark, DE 19713

             Room 516

Instruction will be provided by Dr. Harry Wang, the CEO of Takin.AI and a professor of Management Information Systems at the University of Delaware. With more than 18 years of experience in artificial  intelligence, data science, and enterprise systems, Dr. Wang brings both academic depth and industry insight to help professionals lead with AI innovation.

Key Topics Covered 

• Prompt Engineering: Learn how to design effective prompts that maximize AI utility. 
• AI Agents and Agentic Workflows: Understand the structure and logic behind autonomous agents and how they execute tasks.
• Multi-Agent Systems: Explore how multiple agents can work in coordination to  address complex business challenges. 
• Practical Applications: Engage in guided, hands-on exercises using open-source AI platforms to build and deploy agentic workflows tailored to real business needs. 

Who Should Attend 

• Founders and start-up leaders 
  • Business and product managers 
• Strategy, innovation, and operations professionals 
• Decision-makers seeking practical AI skills without a technical background 

Registration Information

• Regular Price: $1,000 per participant (by Aug 10, 2025) 
• Early-bird Offer: $700 per participant (by July 31, 2025) 
• Special Discount: $500 per participant (check below for eligibility) 
  • NGO employees and DE state employees 
  • University students 
  • UD Alumni 
  • Employees of FinTech Innovation Hub tenants 
  • Groups of 5 or more participants from the same organization (please contact us beforehand to apply the group discount).  
  • Registration required by July 31, 2025 

Register now

FinTech's Virtual Event Series

Nektarios Tsoutsos and Gang Wang, co-directors of the University of Delaware’s FinTech Innovation Hub, are excited to host the hub’s spring web series. There will be three virtual sessions between Feb. 19 and May, each highlighting AI's evolving role in the fintech industry. All students, faculty, alumni and industry professionals are welcome to attend. Special thanks to Discover Bank for sponsoring these webinars.

Previously:

Webinar #1 - Feb. 19: The Importance of Risk Management and Compliance in a Changing World with a presentation by Branan Cooper, Financial Services Risk Management Executive

Webinar #2 - March 12: Introducing AI Agent and Agentic Workflow with a presentation by Harry Wang, Professor of Management Information Systems and CEO at Takin.ai

Webinar #3 - May 7: An Awkward Matrimony: Banks and FinTechs Learning to Speak in Common Compliance Terms with panelists Dan Frechtling, CEO, Boltive; Josh Lambert, Chief Compliance Officer, Best Egg; Benjamin Melnicki, Chief Compliance, Officer, Cross River; Brian Shaw, VP of North America, Certa.ai

Lunch & Learn Series

The Lunch & Learn events bring together FinTech corporations and the University of Delaware's faculty and staff to discuss collaborative opportunities. The typical format includes two short presentations, about a FinTech activity and a UD academic activity (e.g. research or educational efforts), respectively, followed by an open discussion.

The FinTech Innovation Hub on UD’s Science, Technology and Advanced Research (STAR) Campus is a nexus for high-quality education, groundbreaking research and workforce development in the exciting field of financial technology. 

To receive updates on the FinTech Lunch & Learn events, please join the fintech-ud@udel.edu mailing list by contacting nglittle@udel.edu. For questions, please contact fintechhub@udel.edu. 

Previously:

Lunch and Learn 2024-2025

Inaugural Lunch and Learn: Spring 2024

Fintech and Financial Institutions Research Conference

2025 

Held in April 2024, the conference was a forum for presenting and discussing current research on the inter-linkages of the fintech sector and the broader financial system. The conference united the research conversation across the Fin and Tech Tracks, with authors, discussants, and session chairs contributing to an interdisciplinary conversation.  In particular, the event intermingled sessions for two “tracks” of the conference, approximating equal agenda time for each track.

This event was jointly planned and sponsored by the University of Delaware and the Federal Reserve Bank of Philadelphia.

Keynotes: Stefan Nagel, Fama Family Distinguished Service Professor of Finance, University of Chicago; Ramayya Krishnan, dean of Heinz College of Information Systems and Public Policy and William W, and Ruth F. Cooper professor of management science and information systems.

2024 

Held in March 2024, the conference was a forum for presenting and sharing current research on the connectivity between fintech organizations and the greater financial services system. The conference focused on enhancing understanding of the economic consequences and impacts, as well as the regulatory implications of the growing fintech sector.

This event was jointly planned and sponsored by the University of Delaware and the Federal Reserve Bank of Philadelphia.

The conference fostered and facilitated meaningful academic discussions among leading researchers and policymakers in this rapidly evolving field. These conversations shaped the understanding of how business decisions, policy choices, and societal events influence economic outcomes correlated with fintech growth.

Keynote: Manju Puri, J. B. Fuqua Professor of Finance at the Fuqua School of Business, Duke University.

Fintech Technology Workshop

2024 

Held in May 2024, the workshop brought together researchers, practitioners and industry experts to discuss the latest advancements, challenges and opportunities in the fintech space. Presenters included representatives of the International Monetary Fund, the U.S. Treasury and multiple higher education institutions. The event, which drew 60 participants, was sponsored by Discover Bank and Aramark.

RESOURCES