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Nick’s News


Ever wonder what’s keeping Nick inspired outside of meetings and code?

Nick DiLisi, eMoney’s Head of Technology, occasionally shares what he’s reading, watching, and listening to – along with a few takeaways worth checking out.

See his latest picks below, and feel free to reach out to him via email or Microsoft Teams if something sparks your interest or you want to compare notes!

July 2026

I haven’t listened to many podcasts lately, but I have been watching and reading a lot of AI content and its impact on software development, companies, and everything in the financial services sector.

This month’s Nick’s News focuses on one of the biggest shifts our industry has seen in decades: the transition from using AI as a productivity tool to building organizations that are truly AI-native. The articles and videos below explore the foundations that make that possible—from understanding the research that is shaping today’s models, to the emergence of agentic AI, to the organizational, engineering, and data strategies required to successfully deploy it at scale. A consistent theme across these resources is that competitive advantage will belong to organizations that rethink how work gets done, how teams are structured, and how data is managed—not simply those that adopt the latest AI model.

Equally important, these resources reinforce that success with AI requires balancing innovation with discipline. Strong engineering practices, high-quality data, modern operating models, and a relentless focus on security are becoming even more critical in an AI-driven world. Whether it’s Microsoft’s record-breaking security patch release, McKinsey’s perspective on AI operating models, AWS’s guidance on agentic organizations, or Anthropic’s approach to AI-native engineering teams, the message is clear: AI doesn’t replace the fundamentals—it raises the bar. I encourage everyone to explore the resources that resonate most with your role and think about how we can continue evolving our products, our teams, and our ways of working to deliver even greater value to our customers.

Worth a watch:

Worth a read:


May 2026

The HumanX 2026 conference was held in San Francisco in April and featured some incredible conversations around AI, leadership, and the future of work. One thing became impossible to ignore: AI is no longer a future capability companies are experimenting with — it’s actively reshaping how organizations operate, compete, and create value right now.

What stood out most wasn’t just the technology itself, but the shift in mindset. Conversations have moved beyond “What could AI do?” to “What are we doing with AI today?” The companies making real progress aren’t just incorporating AI onto existing processes — they’re redesigning workflows, collaboration, and even organizational structures around it.

Walking away from HumanX, one thing feels clear: the era of experimentation is giving way to the era of execution — and the gap between organizations that adapt and those that hesitate is widening.

A few standout sessions and articles worth checking out (in no particular order):

Also worth a read:



Recent Archives

I haven’t shared one of these in a while, but it felt like a good time to bring it back.

There’s a lot happening in AI right now, and I’ve been sharing a few of these videos with my team and thought they were worth passing along more broadly. Each one offers a perspective on how software (and how we build it) is evolving.

One I thought was a really good listen: How to Build an Agent-Native Product” with Dan Shipper from Every. If you’re not already following Every, it’s well worth it: https://every.to

Fun fact: Years ago, we worked with Dan on his first company, Firefly, which powered co-browsing in the eMoney application at the time. He was running it out of his college apartment while at University of Pennsylvania before eventually selling it to Pegasystems.

Here’s a preview of my picks for this month. Videos for each are embeded below.

  • How to Build an Agent-native Product | Mike Krieger
  • Session replays from The Pragmatic Summit
    • This was a single-day Summit hosted by Gergely Orosz, the creator of The Pragmatic Engineer Newsletter — the #1 software/AI engineering newsletter on Substack.
      • Uber: Leading engineering through an agentic shift
      • OpenAI: How AI is reshaping the craft of building software
      • Data vs Hype: How Orgs Actually Win with AI
      • Building world-class engineering teams in the age of AI
  • Building an agent-first organization with Johnny Quach
  • How can we harness AI for collective flourishing?








With Q1 behind us, I am reminded that time waits for nobody. Back in January I was talking about how fast Q1 goes, and here we are! I don’t think you can go a day without some major AI news. I started a Coursera course (and have my eye on two other ones) around general AI knowledge and how to apply AI to your work and your business. We are in beta with what we have called Insights (AKA…. automated planning) with over 800 advisors. Some might say that is not AI, but I feel it is the simplest form of AI. There are some good articles about advisors and their use of AI. The T3 Conference in March even had Joel Bruckenstein talking about AI.

Videos

Podcasts

Articles


As January came and went, it makes me realize that time doesn’t wait for anyone. This year is eMoney’s 25th anniversary (20 years in the case of Guardian LBS). It is definitely a big year coming off a very successful 2024. With everyone in the middle of performance reviews and goal setting for 2025, I am committed to doing a Nick’s News every other month through 2025.

Hopefully, everyone was able to attend the Town Hall in January, and I would love to see new faces at the CLT office hours.

Videos

Podcasts

Articles


You might be reading this in August, because I didn’t finish it until late July. It’s hard to believe that July is ending, and August is fast approaching. I never understood my grandmother when she would say time moves faster as you get older.

For Tech and Product, we have our onsite from Aug 20-22. It will be great to see people in person over the course of 3 days with the mini summit, hackathon, learning opportunities and afternoon picnic. Our keynote speaker is Marty Cagan from SVPG. If you haven’t heard of him, he has some of the best (or the best) 3 books out on product development titled Inspired, Empowered, and Transformed. You can also check out an interview with him here or just search for him.

Videos

Podcasts

Articles/Social Media


One of the most interesting podcasts that I listened to recently was Tech On Deck from Fidelity featuring Mike Wilens. Some people might already know that Mike was the chairman of the board for eMoney, but I learned so much more about him in the interview. Check out the podcast here.

I also started to listen to and read a couple of good books. First, I read “Big Bet Leadership” by John Rossman. John worked at Amazon in the early days and has written some other great books about how the company works. The other book I read is about Edward Deming from the IT Revolution called “Deming’s Journey of Profound Knowledge.” There is a new podcast (or new to me) that featured both of these books called CFO Bookshelf, which has a lot of great and timely interviews. Check it out here.

Videos

Podcasts

Articles


2024 kicks off right where 2023 ended with a lot going on. I’m about halfway through the Elon Musk book, and I didn’t get as far as I hoped I would over the holiday break. One of my goals for 2024 is to have fewer meetings that could have been an email. It has become easier to click a button to get a person on Teams or set up a Zoom meeting in the remote world we live in, but if that meeting could just be an email, then why not? We are still focusing a lot on artificial intelligence (AI) and how it can help us directly with our business in all ways, not just from a product standpoint but from how it can effectively support all of us with our day-to-day work.

It will be great to see all the technology leaders and managers at our in-person days in January as we plan for an even better 2024.

Videos

Podcasts

Articles


This is the last Nick’s News for 2023, and I must say I have become an AI junkie as of late. With the OpenAI Developer Conference, Github Conference, AWS Re-Invent (happening after Thanksgiving) and Microsoft Ignite, AI can’t be ignored anymore. Companies are pouring a lot of money and energy into this technology, and, as Andrew Ng has said, “AI is the new electricity.”

A great talk from Andrew is listed below, but there are many others on YouTube as well.

I’m looking forward to reading Walter Issacson’s book about Elon Musk. I have watched many interviews with Musk and Isaacson about his time with Musk while writing the book. He’s a fascinating person is all I can say. While many might say Musk is crazy, Issacson references the Steve Jobs quote, “Here’s to the crazy ones…because they are the ones that change the world.”

Reminder: If for any reason you can’t access a link that I provided, please send me an email and I will generate a PDF of the content for you.

Videos

Podcasts

What I Read


As we enter Q4, we reflect on our accomplishments in 2023 and start to look ahead at what 2024 will look like, which will include self-assessments and meetings with managers. Technology will partner with Product to start planning for 2024 in early November, and our virtual All Hands meeting will be held on Dec 13. We will share the survey results after the 23.1 hybrid planning session, which I think was worth it to have the opportunity to get together once a year.

I want to continue to encourage people to self-study and look at the various cloud and AI/ML training resources we all have at our disposal.

We also have people attending the AWS Re-Invent conference in person. I’m hoping people can present their takeaways from the event, or you can sign up to attend virtually and get access to online sessions.

Reminder: If for any reason you can’t access a link that I provided, please send me an email and I will generate a PDF of the content for you.

Videos

Podcasts 

I’m also listening to the book “Industrial DevOps” when I have time in the morning at the gym.

Articles

I also started reading the book “Data is Everybody’s Business.”


August 2023

With the summer starting to wind down, I realize that sometimes doing this on a month-to-month schedule is difficult, or I don’t have enough (in my mind enough) to share. So this is the July/August version of Nick’s News.

I want to thank everyone for their participation in the hybrid PI planning session we held last week. It was great to see so many old and new faces in person. In the many conversations I had, it was interesting to hear people say it was the first time they placed names with faces because people are in meetings without cameras. I think it is important for everyone to have their cameras on as often as possible. If the meeting was in person, then people would be able to see everyone in the meeting–it should be a similar experience online as well. So….please turn your cameras on as much as possible in meetings, especially in one-on-one meetings with your managers.

For people looking to learn more about the cloud, AWS has many great free resources to use. Check out AWS Skill Builder for more on the training.

If you want to check out all the products in the cloud space, take a look at Cloud Native Landscape.

Reminder: If you can’t access a link that I provided, just send me an email request. Sometimes links are behind a paid wall, but I can generate a PDF of the content and send it over to you.

Videos

Podcasts

What I Read


May 2023

As I write this on May 19, the Technology team has a 77% participation rate in the engagement survey. That is a 1% increase from last year, and I’m hoping we can get to 80% participation. Thank you to all those who have taken the time to complete the survey, and we will review the results.

As I mentioned in April, I started the second book by Lisa Bodell called “Why Simple Wins.” I haven’t had as much time as I hoped, but I really love her thoughts and how she writes. I hope to finish it this month. I also spent some time thinking about the difference between a plan and a strategy as you will see from the watch list.

Videos

Podcasts

What I Read


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